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4+ Charity Investment Strategy Templates in PDF | DOC

When you’re making investment then you must understand the legal obligations. According to charity law, the trustees must act according to the charity’s power to invest. They must take care of the few things when they plan to invest in the charity and should when making investment decisions and select suitable investment policies for the charity. You must know what is the amount of money that can be invested and the amount of money that is restricted. The charity strategy template is for the investors planning to invest in the charity.

8+ FREE CHARITY Templates - Download Now Adobe PDF, Microsoft Word (DOC), Microsoft Excel (XLS), Adobe Photoshop (PSD), Google Docs, WordPress, Adobe InDesign (INDD & IDML), Apple (MAC) Pages, HTML5, Google Sheets (Spreadsheets), Microsoft Publisher, Apple (MAC) Numbers, Adobe Illustrator (AI)
 

 5-Steps to Create the Investment Strategy

Step 1: Scope

The scope should be included in the investment strategy. It includes the things that your charity is planning to make in the investment policies. The investment policies vary from institution to institution as to when you invest in the government bonds or the products that give you less chance of losing a huge amount of the money invested. So, it is better for you to identify the scopes of investing the money in these

Step 2: Objective

Then add the objective of making investing as there are some plans in your mind to achieve some goals when you plan to invest in the investment policies. The objective of investing by the charity is to be clear so that at the time of the return of the investment you do not face loss and regret for investing the money on such policies.

Step 3: Risks

You must analyze the risk factors in the investment as in some investment policies you may tend to lose the money that you’ve invested. You need to invest very carefully in the investment bank so that you do not face losses when you plan to invest. And there are the various options available for the charity to invest in it as it is a low budget finance institution where you can invest less amount of money and there is less chance of losing your money invested.

Step 4: Balance Risks

Then add the factors that will balance the risks such as the different charity investments has different levels of the risks. The risk factors can be balanced by you if you know what are the risks and can analyze the whole procedure then you can easily identify and balance the risks.

Step 5: Amount to Invest

The amount of money that you want to invest in investment policies. The amount is also to be added to the strategies and policies. It is the money that you’ll get a return after a certain period of the time when the policy ends.

 4+ Charity Investment Strategy Templates in PDF | DOC

1. Charity Investment Services Strategy Template

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The charity invests funds that are available with the trusts and they are allowed to invest in anything they expect to keep and increase its value like cash deposits, shares, property and common investment funds. The investment must be strategized and planned so that you do not take the wrong decision and there is the organization where you can easily invest and these organizations provide facilities to the charities and the trusts. The above-given charity investment and the sample non-profit strategic plan must be downloaded by you to get an idea about the investment made in charity.

2. Charity Investment Strategy Example

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The charity investment must be strategic and planned accordingly because the charity funds are acquired from the donation and the funds invested by the stakeholders. And for that reason, you must think many times because there are the risks of the fluctuations. So when you invest in the low return generating fund then you’ll have a low risk of losing the money. And this is some of the examples that you get to know when you download and read the investment strategy by yourself.

3. Charity Investment Strategy Template in PDF

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When the charity invests in the various investment fields and there are some options available the GAM investment offers the small and the medium charities to invest in many options. Then while investing you need to look into the capital amount that you’re going to invest. Some investment strategies can be very expensive that the charity cannot afford to invest. For this, you have to download the charity proposal template and can use the investment policies when you plan to invest in any investment company.

4. Charitable Vehicles Investment Strategy in DOC

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The charity investment sets out your charity’s goals and objectives. Your investment policy act as a framework for making the investment, management of the trust’s resources by the trustees, you must demonstrate that you meet the governance responsibilities. The policy should be beneficial for everyone and those working for the organization. The charity investment strategy must be downloaded for the better understanding of the investment in the charity.

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