Field Guide to Investment Planning For Associations
(Updated February 2009)
Developing an investment policy for your association? Need help setting a strategy? No need to look further -- these articles, sample policies from NAR's REALTOR® Association Resource Exchange, and web sites will guide you in the right direction. (K. Swanson, Information Specialist)
Investment Planning Essentials 
Finance Supplement: Reserve Rules, (ASSOCIATIONS NOW, Mar. 2008).
How can I make sense of the money?, (Association Management, Jan. 2005). Q
What belongs in our board manual?, (Association Management, Jan. 2005). Q
Ultimate model policy makeover, (REALTOR® Association Executive, Fall 2004).
Investing Strategic Assets: Rules for the Road, (ASAE.com, Apr. 2004).
Financial policy primer, (REALTOR® Association Executive, Fall 2003).
Put It On Paper, (Association Management, May 2003).
Risk and Asset Allocation in Investment Policies, (Association Management, May 2003).
Will What Went Down Come Up?: Budgeting for Investment Revenues, Despite the Downturn, (Executive Update, Jan. 2003).
New Investment Policy Yields Happy Returns, (Association Management, Oct. 2002).
In reserve: Emerging strong out of a weak economy, (Association Management, May 2002). Q
A 1990s investment success story revisited, (Association Management, May 2002). Q
Financial security: Protecting the association's assets, (Association Management, Mar. 2002). Q
CEO to CEO, (Association Management, Sept. 2001). Q
Legg Mason: Navigate investment planning with ease, (Association Management, Sept. 2001). Q
Finance basics for volunteer leaders, (Association Management, Jan. 2001). Q
ASAEcenter.org, (American Society of Association Executives, 2009).
NonprofitRisk.org, (Nonprofit Risk Management Center, 2009).
REALTOR® Association Resource Exchange, (NATIONAL ASSOCIATION OF REALTORS®, 2009).
Association Executive Institute, (NATIONAL ASSOCIATION OF REALTORS®, 2009).
REALTOR® Association Management Resources, (NATIONAL ASSOCIATION OF REALTORS®, 2009)
Investment policy, (Worcester Regional Association of REALTORS®, current as of June 2004).
Investment policy statement, (Tallahassee Board of REALTORS®, May 2003).
Fiscal policy, (Northeast Association of REALTORS®, current as of Aug. 2001).
eBooks & Other Resources
eBooks.realtor.org
The following ebooks and digital audiobooks are available to NAR members:
Analysis of Financial Data (Adobe eReader)
Cash & Investment Management for Nonprofit Organizations (Adobe eReader)
Financial Management for Nonprofit Organizations (Adobe eReader)
Not-For-Profit Budgeting and Financial Management (Adobe eReader)
Model Policies and Procedures for Not-for-Profit Organizations (Adobe eReader)
Books, Videos, Research Reports & More
The resources below are available for loan through Information Central. Up to three books, tapes, CDs and/or DVDs can be borrowed for 30 days from the Library for a nominal fee of $10. Call Information Central at 800.874.6500 for assistance.
Financial and strategic management for nonprofit organizations, 3rd edition, (Chicago, IL: Jossey-Bass, 2000). HF 294 B84
The complete guide to managing chapter funds, (Washington, D.C.: American Society of Association Executives, 2000). HF 294 V94
The policy sampler: a resource for nonprofit boards, (Washington, D.C.: National Center for Nonprofit Boards, 2000). HF 294 F63
Financial and accounting guide for not-for-profit organizations, (New York: John Wiley, 2000). HF 294 G91
Reserve funds and investment policies: background kit, (Washington, D.C.: American Society of Association Executives, 1998). HF 294 Am3rf Ed. 2
Creating and using investment policies: a guide for nonprofit boards, (Washington, D.C.: National Center for Nonprofit Boards, 1997). HF 294 F94
Field Guides & More
These Field Guides and other resources in the Virtual Library may also be of interest:
Field Guide to Association Budgets and Reserves
Field Guide to Strategic Planning for Associations
>> Have an idea for a new Field Guide? Click here to send us your suggestions!
The inclusion of links on this Field Guide does not imply endorsement by the National Association of REALTORS®. NAR makes no representations about whether the content of any external sites which may be linked to this Field Guide complies with state or federal laws or regulations or with applicable NAR policies. These links are provided for your convenience only and you rely on them at your own risk.
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