12: Evidence of Investment Performance Review
The community foundation submits evidence of reviews of investment performance and of managers and indicates the frequency of those reviews.
- Who reviews investment performance and managers
- The frequency and regularity of review
- Evidence of recent review
For the purposes of reconfirmation, a material change is any change in the policy which substantially changes who reviews investment performance and managers or the frequency and regularity of review in a manner which impacts the sound oversight and transparency of the organization’s investment and spending policies. If you have had material changes, you will need to resubmit any documentation related to material changes. Review all key elements for this requirement by clicking the "confirming" toggle in the upper left corner of this page.
- Board or committee minutes