Charity Finance Group (CFG) and sector partners are inviting charity leaders to share their experiences of using the Charity Investment Governance Principles (CIGPs) nearly one year on from their launch.
The Charity Investment Governance Principles were launched in January 2025 to bring charity leaders greater clarity and confidence when making decisions about their investments.
Now, the CIGP steering group is seeking to understand how they are being used in practice and gather case studies of how charities are using the Principles. Charity trustees, staff and committee members involved in investment governance are being encouraged to complete a short survey to help shape the next phase of the principles' development.
Richard Sagar, CFG's Head of Policy, added:
“The successful launch of the Charity Investment Governance Principles demonstrated what our sector can achieve when we collaborate with a clear purpose. As we said at launch, our commitment to supporting excellence in financial leadership doesn't stop there.
“The launch of the CIGPs was just the beginning. We designed them with input from over 100 charities, but the real test is how they're working in practice across the diversity of organisations in England and Wales.
“We're gathering feedback from as many charity leaders as possible to understand how helpful the principles are proving in practice, where additional guidance or resources might be needed and case studies of how the Principles are being used. The insights we gather will ensure they remain a practical, relevant tool for all charity leaders making investment decisions.”
The survey is now open and will close at midnight on 12 December 2025.
The survey is also available in Welsh.
Resources
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Editor's notes
About the CIGP collaboration
The Charity Investment Governance Principles were launched on 16 January 2025 following a year-long project. The principles are a first for the sector, developed to reflect the outcomes of the Butler-Sloss case and complement the Charity Commission's CC14 guidance and Charity Governance Code.
The project was led by a steering group comprised of Charity Finance Group (CFG), NCVO, WCVA, the Association of Charitable Foundations, and the secretariat of the Charities Responsible Investment Network, with expert advisers from across the sector. The Charity Commission was an observer to the project. This second phase is funded by Barrow Cadbury Trust, Access – The Foundation for Social Investment and The Climate Change Collaboration: The Aurora Trust, JJ Charitable Trust, Mark Leonard Trust.
About CFG
CFG is the charity and membership organisation that supports other charitable organisations to make the biggest difference possible. We do this by helping them to make their money and resources go further, by putting financial leadership at the heart of their decision-making. Since CFG was founded in 1987, we have evolved to welcome all finance professionals working for charitable and social change organisations. We also welcome non-finance professionals who recognise that we deliver greater impact when we are financially confident, trustworthy and dynamic. Today, CFG’s vibrant community manages around one third of the UK’s entire charity sector income. We are a diverse and inclusive community of people who are passionate about delivering impact through financial leadership. Together, we lead the way for charity finance.
Media enquiries
Emma Abbott, Communications Manager, Charity Finance Group
Glyn Sheldon, Communications Officer, Charity Finance Group
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