Charity Investment

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

Seb Elsworth: Long-term government subsidies could offer vital support to the capital needs of the sector

The patient and flexible approach of the Futurebuilders fund to lending money is a key lesson for the social investment ecosystem

Seb Elsworth: The challenges and opportunities of place-based funding

As the government looks to level up the country, boosting the social economy in local communities couldn’t be more timely

Seb Elsworth: Social enterprises can play a unique role in helping employment bounce back from Covid-19

Danny Kruger’s review of the charity sector and Covid-19 recovery offers a unique opportunity to make the case for our sector

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