Section in Questions to prompt Content to cover in investment investment discussion policy statement policy statement 1. Opening Taking stock of what the charity Background on the charity, its section is here to do, what’s our purposes, current strategic strategy and what’s going on objectives, external environment which might affect the charity and context, and how the and our beneficiaries? investments fit into 2. Contact Are the charity trustees going to Charity name, key contact and information sign a letter of authority/board registration information for the minute naming key persons for charity. liaison with external parties?
Section in investment policy statement Questions to prompt discussion Content to cover in investment policy statement 1. Opening section Taking stock of what the charity is here to do, what’s our strategy and what’s going on which might affect the charity and our beneficiaries? Background on the charity, its purposes, current strategic objectives, external environment and context, and how the investments fit into 2. Contact information Are the charity trustees going to sign a letter of authority/board minute naming key persons for liaison with external parties? Charity name, key contact and registration information for the charity.
v10_charity-investment-guide_large-print.docx