UPMIFA–Roadmap for NPs to manage

UPMIFA - A new roadmap for non-profit fiduciaries to manage charitable funds

UPMIFA's comprehensive law offers fiduciaries protection and guidance. Know what factors to consider when making prudent investment decisions. See the list of eight factors here.

Is your non-profit board in need of standards for investment decisions or guidance about spending endowments? Uniform Prudent Management of Institutional Funds Act (UPMIFA) provides a useful roadmap for non-profit directors dealing with charitable funds. It can help effectively incorporate standards into investment programs and spending policies that can provide valuable protection for boards and investment committees. In making prudent investment decisions, UPMIFA fiduciaries should consider:

Economic conditions
The effects of inflation or deflation
Tax consequences
The impact of the investment on the total portfolio

Download the paper for the complete list of factors to consider.

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