PurposeKit

Tools/Governance

Reserves Policy Drafter

Draft a compliant reserves policy for your trustees' annual report — aligned to the Charity Commission's CC19 guidance on what to hold, why, and what to do if you go above or below target.

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What is a reserves policy?The Charity Commission requires trustees to explain in their annual report why they hold the level of reserves they do. CC19 is the Commission's guidance on what a good policy should say.
Unrestricted funds minus designated funds and fixed assets (not restricted grants or endowments).

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