Back to resources

Finance and Reserves

Cash Handling Policy

Cash Handling Policy is a working policy for cash handling. It gives teams a structured starting point for purpose, ownership, practical steps and review.

Document previewPolicyDOCXCharities, churches and community organisations
Resource Library previewCash Handling PolicyFinance and Reserves - DOCX

Purpose

Cash Handling Policy is a working policy for cash handling. It gives teams a structured starting point for purpose, ownership, practical steps and review.

What this document helps cover

  • financial controls and approvals
  • record keeping and trustee oversight
  • income, expenditure and reserves review points

Who should use it

  • treasurers and finance leads
  • charity and community team leads
  • small charities, churches and community organisations

Before use

Replace local names, roles, dates and procedures before approval. Use professional advice where the subject needs it.

What a buyer receives

  • DOCX resource
  • A document structure tailored to cash handling
  • Plain-English prompts for adapting it to your organisation
  • Account access to the approved version when buying opens

Availability

This public page is a preview. Editable documents are delivered only inside the private organisation library after secure login.

This resource is a practical template and does not replace legal, HR, safeguarding, finance, tax, health and safety or other professional advice.