Charity Reserves Policy Template
A model reserves policy you can adapt for your charity. Download it below, or enter your email and we'll send it to you.
Every charity — named in the Annual Return; stated in the annual report if you prepare accruals accounts.
Download the template (Word)
≈14 KB · Word (.docx)
Template from TrusteeMeetings.co.uk — any charity may use and adapt it. No attribution required.
Contains public sector information licensed under the Open Government Licence v3.0.
What's inside
- What reserves are (the CC19 definition)
- your current position
- a target range and the reasons for it
- what happens above/below the range
- spending reserves
- monitoring at each meeting
- the annual-report statement
How to use it
- Fill in the [square brackets] with your charity's details.
- Adopt it at a board meeting — it has a built-in adoption block.
- Diarise the review date — it has a built-in review block too.
Not sure what to put in it? Read our full guide: How much should a charity hold in reserves? Read the guide.
TrusteeMeetings.co.uk is a governance tool, not a law firm — this is information, not legal advice.