1. Does the meeting have processes in place to help it plan for its short- and long-term financial needs?
  2. Does the meeting regularly review and monitor its investment principles and performance?
  3. Does the meeting have sufficient expertise among its own members to effectively manage its investments? If not, or when it needs additional expertise, does it employ the services of an investment firm such as Friends Fiduciary Corporation?
  4. Are endowments and working capital invested in a fiscally and socially responsible way?
  5. Is the income from restricted gifts and endowments put to the uses specified by the donor?