Legal Documents
๐Ÿ“„Browse Documents ๐Ÿ“ฆDocument Bundles ๐Ÿ—‚๏ธMy Documents
Form a Business
๐ŸขForm an LLC ๐Ÿ“ˆForm an S Corporation ๐ŸฆForm a C Corporation โค๏ธForm a Nonprofit
Business Management
๐Ÿ“…Annual Report Filing ๐Ÿ“ฌRegistered Agent ๐Ÿ…Certificate of Good Standing
Company
๐Ÿ’ฐPricing โ„น๏ธAbout Corplys ๐Ÿ“žContact Us
Browse Documents โ†’
Documents โ€บ Nonprofit & Charity โ€บ Investment Policy Statement

Investment Policy Statement

A statement of investment objectives, asset allocation ranges, prohibited investments, spending, rebalancing and review for a nonprofit that holds investments.

What you get
  • A completed document built from your answers (about 12 questions)
  • Download as PDF and editable Word (.docx)
  • Saved in your Corplys dashboard โ€” re-download any time
  • Edit your answers and regenerate as often as you like
What weโ€™ll ask
  • Organization

This is a legal document template, not legal advice. Corplys is not a law firm. Laws vary by state; consider having an attorney review important documents.