Non-Profit Financial Assessment

Investment Practices Assessment:

“How Effective and Engaged Is Our Board?”

This assessment is designed to help nonprofit organizations determine how effective and engaged their board members are in their financial practices and development programs. By learning your score and areas to improve upon, the organization will be better able to accomplish its long-term financial and development goals. 


Assessment Questions

1. The Board regularly discusses the organization’s long-term (beyond current fiscal year) financial objectives.

2. Pertaining to any organizational investments (reserves, endowments, etc.), Board members can clearly communicate the objectives of the fund(s) and the general terms of the Investment Policy Statement.

3. The board annually evaluates the organization’s comprehensive fund development plan.