Displaying 1-10 of 13 results
Banking for charities
- Article
- 06 Mar 2024
Demand for charity services continues to grow. Be it the cost-of-living crisis, rising mental health challenges or our ageing populations, charities are finding themselves under increasing pressure to deliver more for less. Given the challenges they currently face in doing vitally important work, you’d hope that accessing banking services would be straightforward for them. However, it’s becoming increasingly challenging for charity trustees to do so. But why?
Going beyond CC14: can you help create investment governance principles for the charity sector?
- Article
- 07 Feb 2024
CFG has recently announced the launch of a new project which will develop principles for trustees and charity leaders.
CC14: Refreshed guidance for trustees on investing charity money
- Article
- 03 Aug 2023
The Charity Commission has published its refreshed guidance on charities and investments, aiming to provide greater clarity to trustees about their ability to account for factors such as the environmental impact of investments and reputational risks.
Reserves policies made simple
- Helpsheets and support
- 01 Jul 2015
What level of reserves should a charity have? This Sayer Vincent guide sets out a method for analysing your charity’s financial position and developing a robust reserves policy.
Interest rates have risen – does your charity’s bank know?
- Article
- 01 Jun 2023
Following the latest announcement by the Bank of England in mid-May, the UK’s official rate of interest is now 4.5%. That is forty-five times greater than the 0.1% which was in place until December 2021, when the Bank’s monetary policy committee (MPC) began raising rates in its drive to bring inflation under control.
The inflationary mirage
- Article
- 01 Feb 2023
At some point this year, inflation is likely to drop significantly. This would of course be a welcome development, especially for charities, whose investment objectives are particularly threatened by inflationary environments. But beware mirages.
Court provides clarity on value-based investing for charities
- Article
- 08 Sep 2022
The recent court case of Butler-Sloss v Charity Commission brought trustees legal clarity that they can adopt a responsible investment approach, even where this could impact on their financial returns. Tom Dupernex, Head of Charities & Foundations at UBS, explains the impact of the ruling.
What does the recent Butler-Sloss v Charity Commission case mean for your charity’s investment policy?
- Article
- 08 Jun 2022
The recent court case of Butler-Sloss v Charity Commission brought trustees legal clarity and said that charitable purposes are at the heart of investment decisions.
What to include in your charity’s investment policy?
- Article
- 10 May 2022
Why it’s important to get clear about your income and capital growth expectations, express your board’s risk appetite with a quantified risk budget and to communicate your priorities clearly to asset managers.
Top tips on cash and investments for charities
- Article
- 29 Jul 2021
What you should be doing with your charity's finances.
Displaying 1-10 of 13 results