Right Money. Right Place. Right Purpose. Right Time.
For Leaders Organizing:
✔️Operating Cash ✔️Accessible Reserves ✔️Future Obligations ✔️Long-Term Assets
Get the Sample Cash Investment Policy Statement
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Your Sample Fire Association Cash Investment Policy Statement will be available to download immediately.
We’ll also email you a link for your records.
What's Inside the Sample CIPS
✅ Investment Objectives & Priorities — Define what each pool of association money is intended to accomplish.
✅ Four-Tier Cash Allocations — Organize Operating, Core, Strategic, and Long-Term balances by purpose and time horizon.
✅ Liquidity & Risk Parameters — Set expectations for access, safety, and appropriate risk by tier.
✅ Permitted Investment Categories — Document the types of accounts or investments the board may consider.
✅ Trustee & Board Authority — Clarify decision-making responsibilities, oversight, and approval authority.
✅ Reporting & Review Cadence — Establish a repeatable process for monitoring balances, allocations, and policy updates.
✅ Board-Ready Template — Fillable sections for your association name, tier allocations, authority, and review schedule.
