ICAEW.com works better with JavaScript enabled.

Charity Community

How confident are you about your charity’s investment governance?

Author: Kristina Kopic, Head of Charity and Voluntary Sector

Published: 19 Jul 2024

Have your say on the Charity Investment Governance Principles, before 7 August.

The Charity Investment Governance Principles are a new tool being developed to provide help and practical support for trustees, staff and others to tackle challenges relating to charity investment governance. The Principles draw on the experiences of charities across England and Wales, reflecting the outcomes of the Butler-Sloss legal case and the Charity Commission’s updated CC14 guidance.

The Principles have so far been reviewed by over 60 charities, as well as charity lawyers, chartered accountants, investment managers and advisers, and other interested individuals and organisations.

A consultation running until Wednesday 7 August is seeking responses from charities across England and Wales, and individuals and organisations with an interest in charity investment governance. This is an opportunity for charity representatives to provide feedback prior to publication of the Principles in the autumn.

The consultation in English can be found here:

The consultation in Welsh can be found here:

We realise that completing the consultation will take some time and are grateful to all those able to take part. Responses to the survey will provide vital feedback to strengthen the Principles and supporting examples/explainers.