Governance and ByLaws
The BetterInvesting Bylaws provide the Board with the structure to guide the organization in fulfilling our mission. They are updated periodically as needed.BetterInvesting Bylaws
Ethics & Conduct
The Board of Directors and management are committed to upholding the highest standards of ethics and conduct and promote the same throughout the organization.Code of Ethics
Financial Reports
BetterInvesting is committed to transparency and responsible stewardship in financial reporting that goes beyond what is legally required of nonprofits. Use the links below to access reports detailing our financial performance during the past five years. Our fiscal year is from October 1 — September 30.Note that the Form 990 for the fiscal year in question uses the IRS form from the previous year.
2023 Annual Report
2022 Annual Report and 2021 form 990
2021 Annual Report and 2020 Form 990
2020 Annual Report and 2019 Form 990
2019 Annual Report and 2018 Form 990
2018 Annual Report and 2017 Form 990
2017 Annual Report and 2016 Form 990
2016 Annual Report and 2015 Form 990
Diversity
We are proud of our inclusive and inspirational BetterInvesting community. BetterInvesting strives to create an equitable environment for all members, volunteers, and Home Office staff whatever their race, religion, gender, ethnicity, national origin, age, disability, sexual orientation or identity. We stand committed to advancing the core values of diversity, equity and inclusion which embody the foundation of the organization’s overall mission. Diversity of humans is critical to our collective success.BetterInvesting Equal Opportunity Policy
Advertising Policy and Convention Guidelines
Advertisements on BetterInvesting websites, in our publications and other products, and appearances at our in-person events such as the BetterInvesting National Convention (BINC), do not constitute or imply endorsement by the association. Stocks mentioned in articles and editorial content published by BetterInvesting, and in any presentations (either in-person or online), are for educational purposes only. No investment recommendations are intended. You are urged to conduct your own studies of companies, stocks, products and services of interest.Sponsorship and Advertising
Guidelines for BetterInvesting National Convention Sponsorship
Endorsed Products Policy
Providers of products and services that they believe support BetterInvesting's mission and membership are encouraged to submit an application for formal endorsement by the association. Information about the evaluation process and related policies are in the documents below.BetterInvesting Endorsement Policy
Endorsement Request Form
BetterInvesting Endorsed Products
The following is the current list of products that have been endorsed by BetterInvesting for use by its volunteers and members.Investor Advisory Service newsletter
myICLUB online club accounting and management
Federal and State Tax Printers for investment clubs
MyStockProspector
More information see www.iclub.com
Intellectual Property Policy
This policy defines the ownership and use of intellectual property by all individuals who use BetterInvesting resources.Definition, Ownership and Use of BetterInvesting Intellectual Property
