Reserve Fund Policy

Template and Guide

The first section of this tool is your Reserve Fund Policy Template, a blueprint for your organization’s policy. As you go through the template, you’ll want to customize the sections written in blue, at minimum, but there may be more sections that you want to adjust.

You’ll also see Pro Tips along the way that will refer you to the Reserve Fund Policy Guide. Each Pro Tip will provide you with a bit more background information and questions to consider to complete that section of your policy.