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G3 Endowment Policies Package: $1,550.00

G3 Endowment Policies Package:

  • Endowment Policy
  • Statement of Investment & Spending Policy
  • Donor Agreement - For General Purposes
  • Donor Agreement - For Special Purpose Funds

G3 Endowment Policies Package also includes:

(i) an educational video relating to the Policies and Agreements,
(ii) a video which discusses (A) the role of nonprofit fiduciaries, (B) the legal duties of a nonprofit fiduciary, (C) methods to limit the liability of the nonprofit's fiduciaries, and (D) the importance of a Mission Statement,
(iii) a series of powerpoint slides for 3 consecutive Board meetings to foster understanding and approval by the Board for the entire package, and
(iv) Board resolutions approving each Policy and Donor Agreement within the package.

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