Finance and Business Planning Sample Plans & Policies

Strategic Plans

The Buffalo and Erie County Historical Society Five-Year Strategic Plan

Sonnenberg Gardens and Mansion Strategic Plan

Operations Plans

Sonnenberg Gardens and Mansion Operations Plan

Space Rental Policies

Olana Building Use Policy

Investment Policies

Scotia-Glenville Children's Museum Investment Policy

 

Additional Resources:

A Practical Guide to the New York Prudent Management of Institutions Funds Act
This law was adopted by NYS in September of 2010 and lays out clear guidelines for the handling and distribution of donated funds.