Charity Investment

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

Seb Elsworth: Why the sector needs patient finance now more than ever

Organisations might have business models that require long-term, patient finance, but that doesn’t mean they are aware of it or understand how it works

Kate Rogers: Careful cash-flow planning and a diverse approach should help charities weather the coronavirus storm

Where possible, charities with investments must look beyond the downward spiral of pessimism and fear

Seb Elsworth: Where a loan might help, and where it might not

During this pandemic, a loan might help a charity get through the coming weeks and months. But they are not suitable for everyone

Seb Elsworth: Project or organisations first?

Everyone would benefit if foundations were clearer about whether they wanted to fund specific projects or support the development of organisations

Seb Elsworth: Welcome to the third decade of social investment

Changes are needed if social investment is to prosper in the next 10 years

Seb Elsworth: A positive state in the social enterprise sector - for now

There are a lot of lessons from Social Enterprise UK's latest State of Social Enterprise report about how organisations access finance

Could social investment be the answer to your funding crisis?

Only 4,000 or so charities and social enterprises have accessed social investment, but the experts claim there is much more money to be had. Andy Ricketts reports

Seb Elsworth: Lessons from the first four years of Access - part two

Access is approaching the halfway point in its 10-year lifespan. In this second of a two-part series, its chief executive reflects on some of the lessons the foundation is learning

Kate Rogers: Global tensions do not necessarily mean avoiding riskier investments

The election of Donald Trump has increased uncertainty in the financial markets, but charities should consider carefully before moving their money

Kate Rogers: Data can be useful, but it must be tamed first

Investment managers rely on data, but inherent flaws have to be ironed out

Seb Elsworth: Lessons from the first four years of Access, part one

Access is approaching the halfway point in its ten-year life. In this first of a two-part series, chief executive Seb Elsworth reflects on some of the lessons the foundation is learning

Seb Elsworth: How to build resilient revenue models for social enterprises

It can pay to go into broader detail about what works, at what scale and with what sort of profitability