An IPS tells potential donors that you have done your homework and have a framework for your investments, for the
investment of their money. Donors may ask to see your IPS, along with your financials. We can also advise you
regarding a Gift Acceptance Policy if you do not already have one. This document may keep your organization out
of trouble by having a policy regarding what types if gifts you can and cannot accept.
investment of their money. Donors may ask to see your IPS, along with your financials. We can also advise you
regarding a Gift Acceptance Policy if you do not already have one. This document may keep your organization out
of trouble by having a policy regarding what types if gifts you can and cannot accept.
All institutional portfolio management is done under a fee-based arrangement, with the fee structure set forth on the
Fees page. Religious organizations, endowments, and other non-profits may receive discounted portfolio
management services.
Fees page. Religious organizations, endowments, and other non-profits may receive discounted portfolio
management services.
Trusts and Foundations
We suggest that all institutions have an Investment Policy Statement (IPS). An IPS defines your investment
allocation and preferred investment vehicles. It is the road map for current and future policy makers, as well as
money managers. If you have an IPS we can review it with you to see if anything has changed within the
organization to warrant a change. If it was drafted several years ago, there may be market realities that warrant
changes as well.
allocation and preferred investment vehicles. It is the road map for current and future policy makers, as well as
money managers. If you have an IPS we can review it with you to see if anything has changed within the
organization to warrant a change. If it was drafted several years ago, there may be market realities that warrant
changes as well.
Kodiak Investment Management LLC
Balance Integrity Wisdom Trust Discipline
 | |  | |  | |  | |  |
| | | | | | | | |
©2011 Kodiak Investment Management All Rights Reserved
Investment Policy Statement
Gift Acceptance Policy
Another essential document for trusts and foundations is a gift acceptance policy. Having this policy in place
ensures that the gifts you receive are in line with your mission and goals, and will not place an undue burden on the
organization. It also streamlines the gifting process and makes your gifting policies clear for both your staff and
your donors. This is another area we discuss when you work with us.
ensures that the gifts you receive are in line with your mission and goals, and will not place an undue burden on the
organization. It also streamlines the gifting process and makes your gifting policies clear for both your staff and
your donors. This is another area we discuss when you work with us.