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Charity Community

Going beyond CC14: can you help create investment governance principles for the charity sector?

Author: Kristina Kopic, Head of Charity and Voluntary Sector, ICAEW

Published: 07 Feb 2024

CFG has recently announced the launch of a new project which will develop principles for trustees and charity leaders.

The Charity Investment Governance Principles project will explore best practice in decision-making around charity investments and will draw on the experiences of charities across England and Wales.

The principles will reflect the outcomes of the high-profile Butler-Sloss case of 2022 and will complement the Charity Commission’s recently updated CC14 guidance and the Charity Governance Code. The principles are expected to be published in summer 2024.

Call to action

Charity trustees and leaders, and those organisations with an interest in investment governance, are invited to register their interest to engage with the project by completing this short form.

Project overview

Charity Finance Group (CFG) will host the project and it will be led by Gail Cunningham. In addition to CFG, the project’s steering group also includes representatives from the Association of Charitable Foundations (ACF); National Council for Voluntary Organisations (NCVO); Wales Council for Voluntary Action (WCVA); and the Secretariat of the Charities Responsible Investment Network (CRIN).

Joining the group as expert advisers are Luke Fletcher, partner at Bates Wells, Elizabeth Jones, partner at Farrer & Co, and Kristina Kopic, Head of Charity and Voluntary Sector at the Institute of Chartered Accountants for England and Wales (ICAEW).

For more information, visit the CFG website.