№ lp_2_3_59601
Formal church governance policy establishing fiduciary standards, oversight structure, asset allocation parameters, and socially responsible investment requirements for the management of church funds.
Organization: United Methodist Church
Document Type: Investment Policy
Governing Body: Church Council
Responsible Committee: Investment Committee
Standard of Care: Prudent Expert Standard
Scope: Governance and oversight of church investment funds
Review Period: At least once every two years
Approval Authority: Church Council
Signatories: Chair, Church Council; Pastor
Investment Alignment: Social Principles of the United Methodist Church
Reporting Requirements: Periodic portfolio and performance reports
Asset Allocation: Target, minimum, and maximum allocations by asset class
Recordkeeping Requirement: Maintenance of meeting minutes and investment records
Amendment Authority: Church Council
Price: 8 / 10 USD
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