Scheme launched to help charities recruit investment professionals as trustees

Jane Tully of the Charity Finance Group says the initiative, developed in partnership with the Charity Investors' Group, will help boards find people with the relevant skills

Jane Tully
Jane Tully

The Charity Finance Group and the Charity Investors’ Group have announced a new initiative aimed at helping charities recruit investment professionals as trustees.

The two organisations plan to work together to develop databases of investment professionals interested in helping charities, and of charities seeking trustees and advisers from the investment community.

The partnership will be run by Jane Tully, head of policy at the Charity Finance Group, together with Kate Rogers, client director at Schroders and chair of the Charity Investors’ Group, and was announced at the CFG investment conference in London yesterday.

"One of the key themes from our investment conference has been the need for charities to ensure they have relevant skills on their trustee board when managing investments," Tully told Third Sector.

"Investment is a complex area and there is no obvious route for charities to source the right trustees or committee members.

"Similarly, many investment professionals don't realise how useful their insight, understanding and experience might be to charities. Our tailored scheme should help to bridge that gap."

The two organisations have previously worked together to develop an investment guide for charities.

The scheme is initially open to CFG and CIG members, but the two organisations said they hope to eventually open it up to the wider sector.

Charities that are interested in registering for the scheme should contact

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