This webinar will help guide you on the management and interaction with investment committee members, cover the basics of investment management, and review key areas such as asset allocation, spending policies, fees on funds, quarterly reports.
GWP members have adopted public policy positions on a number of issues. GWP members can view the complete list of adopted positions after logging in.
The Investment Management Code of Conduct for Endowments, Foundations, and Charitable Organizations outlines ethical responsibilities for the sound management of longer-term financial assets.
Personal and Professional Integrity. Staff, board members, and volunteers act with honesty, integrity, and openness as representatives of GWP.
Clarity of Mission. GWP is guided by a clearly stated mission that guides its priorities, services, and activities.
Engaged Governance. GWP is led by an active Board of Directors that establishes and oversees its mission, strategic direction, finances, policies and operations.
These are the results from the Compensation Survey done by GWP in partnership with Delaware Valley Grantmakers.
The following sample conflict of interest policies are excerpted from The Non-Profit Answer Book: An Executive Director's Guide to Frequently Asked Questions from BoardSource.
These policies range from general guidelines related to conflicts of interest to a comprehensive conflict-of-interest policy that follows a traditional legal format and is recommended by the IRS.
These sample disclosure forms ask individuals to list their affiliations with other entities that might potentially affect their independent decision making in order to identify potential conflicts of interest based on an expansive definition of affiliated persons.