Breadcrumbs

Charity Investment

Good practice, case studies, expert advice and tips for charity finance professionals on investment management for charities.

James Brooke-Turner, finance director of the Nuffield Foundation,

Long view pays dividends

James Brooke Turner of the Nuffield Foundation says charities should set a strategy and stick to it

 
 
Maximising investments

Squeezing the most out of your money

With interest rates historically low and inflation relatively high, it is a struggle for many charities to maximise their income. As part of our Third Sector Extra on investment, Patrick McCurry reports on how organisations can make their assets work...

 
 
Bewick's swans: Wildfowl & Wetlands Trust icons

Should committees take the decisions?

Setting up a specialist sub-committee to handle a charity's investments can take the pressure off trustees with limited financial knowledge. But what are the risks of excluding most of the board from the process?

 
 
New York Stock Exchance: US charities have recently become more risk-averse

Time for a more aggressive approach?

Some UK charities are shifting their investment portfolios from cash to equities in the hunt for higher returns; so why are their counterparts across the Atlantic moving in the opposite direction?

 
 
Charity investment illustration

Finance: The weather's bad, but it could be worse

The value of charity investments fell by billions in 2008 but, as David Ainsworth reports, not everyone has been plunged into crisis

 
 
Projects funded by, left, Paul Hamlyn Foundation and Joseph Rowntree Charitable Trust

Charitable foundations find options squeezed

Recession is forcing foundations and trusts to re-examine their investments. John Plummer reports on the implications for grant-giving

 
 
Lucy MacDonald, chief investment officer for global equities, RCM UK and Jeremy Beckwith, chief investment officer, Kleinwort Benson

Home or away?

We asked two investment managers to make the case for investing abroad and for sticking within the UK

 
 

Additional Information

Latest jobs Jobs web feed



Events

Small Charities Marketing Summit

  • Date: Fri 25 May 2012 - Fri 25 May 2012
  • Venue: Manchester

Mutuals: Economic Growth Through Employee Ownership and Joint Ventures

  • Date: Tue 29 May 2012 - Tue 29 May 2012
  • Venue: Central London

Mission Critical: Crafting Your Communications Strategy Workshop

  • Date: Wed 30 May 2012 - Wed 30 May 2012
  • Venue: St Albans Centre, Leigh Place, Baldwins Gardens, Holborn, London, EC1N 7AB.