NORI Document Library

Principal Documents

• Policy Development Toolkit
  Operating Reserve Policy Toolkit for Nonprofit Organizations, April 2023
• Brief Intro to Operating Reserves
  The Nonprofit Operating Reserves Initiative, May 2023
• Basic NORI Slide Deck
  Nonprofit Operating Reserves ~ Creating a Policy

Relevant Historical Documents

• White Paper
  • Maintaining Nonprofit Operating Reserves: An Organizational Imperative for Nonprofit Financial Stability1st 
• 1st Edition of the Toolkit

​Policy Development Tools:

• Outline for Policy Development, annotated
• Determining Appropriate Levels of Reserve
• Nonprofits & Squirrels
• Impact of Inadequate Reserves

Templates: