Governance and Policy Guidance

Benefit from our regulatory expertise

Our experts ensure you're on the right course.

Analysis of existing structure and policies
Guidance to enact or update necessary policies
Shared experience with similar organizations

We'll align your existing governance structure and related policies with your organization's current reality and future plans. As part of our services, we support you in developing or updating your investment, spending and gift acceptance policy. Relative to your board's fiduciary responsibilities, we provide information on Virginia’s Uniform Prudent Management of Institutional Funds Act and other relevant regulatory and statutory requirements.  To assist your board with strategy and decision making, Union will share best practices and trends from our network of like organizations.