---
title: "Reserve Policy Worksheet"
id: "60530"
type: "post"
slug: "reserve-policy-worksheet"
published_at: "2019-05-08T09:00:00+00:00"
modified_at: "2026-11-04T19:45:35+00:00"
url: "https://associationsnow.com/2019/05/08/reserve-policy-worksheet/"
markdown_url: "https://associationsnow.com/2019/05/08/reserve-policy-worksheet.md"
excerpt: "A handout from the Study on Nonprofit Investing (SONI) on best practices for developing or reviewing an investment policy, with step-by-step questions on goals, governance, and reporting, plus a list of common policy components."
taxonomy_category:
  - "Operations"
taxonomy_post_tag:
  - "financial management"
  - "investment"
  - "PDF"
  - "reserve funds"
  - "The Sample Center"
taxonomy_content_format:
  - "Templates"
taxonomy_role:
  - "C-Level"
  - "Director"
  - "Executive Team"
  - "VP"
taxonomy_persona:
  - "Executive Leadership"
---

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[Kate deLacy](https://associationsnow.com/author/kate-delacy/)

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Tags: [#financial management](https://associationsnow.com/tag/financial-management/)
 [#investment](https://associationsnow.com/tag/investment/)
 [#PDF](https://associationsnow.com/tag/pdf/)
 [#reserve funds](https://associationsnow.com/tag/reserve-funds/)
 [#The Sample Center](https://associationsnow.com/tag/the-sample-center/)

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