Memo to Board of Directors for an Investment

This resource was created by LIL advisors from a grant partner project.

This is an example memo for other organizations to use as a starting point when presenting a proposal for an investment to the board of directors/trustees.

This example is meant for inspiration and is not an exhaustive outline of all issues that might arise in your specific situation. It must be adapted to fit your situation and does not contain any legal advice. This document is not LIL consulting advice to your organization.