Displaying 1-10 of 17 results
Charity reserves: building resilience (CC19)
- Website
- 29 Jan 2016
The Charity Commission’s guide to what charity reserves are and how to develop and report on a charity's reserves policy.
Investing charity money: guidance for trustees (CC14)
- Website
- 01 Oct 2011
The Charity Commission’s guide helps trustees make the right decisions about investing charity funds.
Banking guide for voluntary organisations
- Website
- 22 Jul 2024
Opening a bank account is an important step for any voluntary organisation. This new digital guide from UK Finance simplifies the process, by giving you guidance on how to choose, open and manage a bank account.
How confident are you about your charity’s investment governance?
- Article
- 19 Jul 2024
Have your say on the Charity Investment Governance Principles, before 7 August.
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.
Displaying 1-10 of 17 results