Nonprofit Investment Policies: Practical Steps for Growing Charitable Funds (AFP/Wiley Fund Development Series) / Edition 30

Hardcover (Print)
Used and New from Other Sellers
Used and New from Other Sellers
from $1.99
Usually ships in 1-2 business days
(Save 98%)
Other sellers (Hardcover)
  • All (16) from $1.99   
  • New (7) from $38.99   
  • Used (9) from $1.99   


If a nonprofit organization has any money in the bank, the organization already has an investment policy, however informal. For many nonprofits, managing extra money is such a novel concept that they don’t take full advantage of their on-hand resources. But as organizations grow and their financial conditions improve, decision-makers must consider how best to manage and invest these additional funds. The nonprofit organizations Robert P. Fry, Jr. works with understand investing and how to spot and avoid shady investments, as Well as how to safeguard assets. Written in language that both financial and nonfinancial managers can understand, Nonprofit Investment Policies explains the basics of investing, how investing for nonprofits is unique, and how to work with an investment manager. This is not another get-rich-quick book about picking stocks and bonds. Rather, it is a book on how nonprofits can make good decisions. In the world of investments, good decisions are ultimately more important than the occasional wizardry of an outstanding portfolio manager, for unlike such wizardry, good decisions can be replicated in good times and bad by any organization that is committed to doing so—now, months from now, and years from now. Clearly written investment policies codify these good decisions, increasing returns on investments and protecting boards and executive directors from possible litigation over the handling of the nonprofit’s assets. Fry’s principal goal is to provide sufficient information on the overall investment environment so that any organization can comfortably implement investment policies. Nonprofit Investment Policies includes sample investment policies plus analysis and guidance on these policies to help organizations develop the policies that most closely fit their goals and objectives, resources, time constraints, risk tolerance, and limitations.

Read More Show Less

Product Details

  • ISBN-13: 9780471178873
  • Publisher: Wiley
  • Publication date: 4/28/1998
  • Series: AFP/Wiley Fund Development Series, #53
  • Edition description: REV
  • Edition number: 30
  • Pages: 302
  • Product dimensions: 6.40 (w) x 9.63 (h) x 1.07 (d)

Meet the Author

ROBERT P. FRY, Jr. is a senior philanthropic consultant with the philanthropic services group of an international financial firm in Los Angeles, California.

Read More Show Less

Table of Contents


The Case for Investment Policies.

The Legal Environment: Law, Tradition, and Investment Practices.

The Investment Environment: Modern Portfolio Theory.


Critical Internal Organizational Components of Investing.

Getting Started.

Hiring Help.

Investment Accounting and Performance Reporting.


Investment Policy as a Fund-Raising Tool.

Special Nonprofit Investment Problems.

Putting It all Together.




Read More Show Less

Customer Reviews

Be the first to write a review
( 0 )
Rating Distribution

5 Star


4 Star


3 Star


2 Star


1 Star


Your Rating:

Your Name: Create a Pen Name or

Barnes & Review Rules

Our reader reviews allow you to share your comments on titles you liked, or didn't, with others. By submitting an online review, you are representing to Barnes & that all information contained in your review is original and accurate in all respects, and that the submission of such content by you and the posting of such content by Barnes & does not and will not violate the rights of any third party. Please follow the rules below to help ensure that your review can be posted.

Reviews by Our Customers Under the Age of 13

We highly value and respect everyone's opinion concerning the titles we offer. However, we cannot allow persons under the age of 13 to have accounts at or to post customer reviews. Please see our Terms of Use for more details.

What to exclude from your review:

Please do not write about reviews, commentary, or information posted on the product page. If you see any errors in the information on the product page, please send us an email.

Reviews should not contain any of the following:

  • - HTML tags, profanity, obscenities, vulgarities, or comments that defame anyone
  • - Time-sensitive information such as tour dates, signings, lectures, etc.
  • - Single-word reviews. Other people will read your review to discover why you liked or didn't like the title. Be descriptive.
  • - Comments focusing on the author or that may ruin the ending for others
  • - Phone numbers, addresses, URLs
  • - Pricing and availability information or alternative ordering information
  • - Advertisements or commercial solicitation


  • - By submitting a review, you grant to Barnes & and its sublicensees the royalty-free, perpetual, irrevocable right and license to use the review in accordance with the Barnes & Terms of Use.
  • - Barnes & reserves the right not to post any review -- particularly those that do not follow the terms and conditions of these Rules. Barnes & also reserves the right to remove any review at any time without notice.
  • - See Terms of Use for other conditions and disclaimers.
Search for Products You'd Like to Recommend

Recommend other products that relate to your review. Just search for them below and share!

Create a Pen Name

Your Pen Name is your unique identity on It will appear on the reviews you write and other website activities. Your Pen Name cannot be edited, changed or deleted once submitted.

Your Pen Name can be any combination of alphanumeric characters (plus - and _), and must be at least two characters long.

Continue Anonymously

    If you find inappropriate content, please report it to Barnes & Noble
    Why is this product inappropriate?
    Comments (optional)