This memorandum includes a sample nonprofit organization investment policy, as well as a discussion of the legal rationale and background for the policy and considerations for implementation. This policy and memo, designed for legal counsel advising California nonprofit corporations exempt from taxation under section 501(c)(3) of the Internal Revenue Code, are part of the Form 990 Policy Series, which was developed by a group of lawyers practicing nonprofit law in order to assist nonprofits in addressing the Form 990 governance questions.
Nonprofits
Form 990 Policy and Memo
08/02/22
Form 990 Series – Investment Policy and Memorandum
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