Knowledge Hub

  • Capital gains tax changes and maximising your charity’s fundraising

    Topics: Tax and VAT / Investment
    Written by: Paul Mathias
    On: 12.10.2023

    Charities can benefit from donations of shares and it can be advantageous to individual donors too. Paul Mathias from RBC Brewin Dolphin explains how recent tax changes can boost charitable giving.

    Time to read: 4 minutes
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  • Revised guidance on investing charity money

    Topics: Investment / Governance, legal and compliance / Environmental, social, governance (ESG)
    Written by: Richard Sagar
    On: 02.08.2023

    CFG's Head of Policy, Richard Sagar, takes a look at the Charity Commission's revised guidance on charity investments (CC14) and shares an update on the sector's work to develop complementary principles.

    Time to read: 3 minutes
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  • Interview

    How charity Keep Britain Tidy is clearing the path to net zero

    Topics: Risk / People and culture / Pensions / Investment / Environmental, social, governance (ESG)
    Written by: Emma Abbott
    On: 17.07.2023

    Ruth Jenkins, Finance Director at environmental charity Keep Britain Tidy, talks about her transformative net zero work and shares the ‘easy wins’ she believes will go a long way to protecting all our futures.

    Time to read: 11 minutes
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  • Event

    Meet our conference sponsors: HSBC Global Private Banking

    Topics: Risk / Investment / Environmental, social, governance (ESG) / Banking and financial services
    Posted by: Emma Abbott
    On: 22.05.2023

    Ahead of CFG's Annual Conference 2023, Sophie Ward, Head of Charities and Education at HSBC Global Private Banking, talks to Emma Abbott about the resilience of UK charities, how the sector is evolving its commitment to sustainability and how charities are adapting their investment strategies...

    Time to read: 3 minutes
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  • To divest or not to divest? That is the question...

    Topics: Investment / Environmental, social, governance (ESG)
    Posted by: CFG
    On: 10.05.2023

    Is divestment always the right approach? Is there another, better way? Rathbones’ Andrew Pitt and Matt Crossman look at the issues and share a case study highlighting the power of engagement.

    Time to read: 5 minutes
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  • Is divestment the right approach for net zero?

    Topics: Investment / Environmental, social, governance (ESG)
    Written by: Patrick Trueman
    On: 14.03.2023

    CFG continues to lead the debate on ethical investments and net zero. In this article, Patrick Trueman from James Hambro & Partners considers the issue of divestment and what difference it's making.

    Time to read: 4 minutes
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  • How can trustees balance ethics and returns?

    Topics: Investment / Governance, legal and compliance / Environmental, social, governance (ESG)
    Posted by: CFG
    On: 01.02.2023

    How can trustees weigh the financial implications of an ethical policy with their charity’s values and purpose? James Flett from RBC Brewin Dolphin explores the issues.

    Time to read: 5 minutes
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  • Investing in the energy transition

    Topics: Investment / Environmental, social, governance (ESG)
    Posted by: CFG
    On: 01.02.2023

    How are investors viewing the transition to renewable energy? Conan McKenzie and Angus Dell from BlackRock take a look at the big picture and explain how BlackRock are playing a role in the move to net zero.

    Time to read: 5 minutes
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  • Unsettled to start, with scattered showers, followed by sunny spells and easing winds

    Topics: People and culture / Investment
    Written by: William Reid
    On: 31.01.2023

    What's the outlook for charities in 2023? William Reid of Quilter Cheviot looks at how markets closed in 2022 and what's in store for the year ahead, from investments and inflation through to the topic of talent management.

    Time to read: 4 minutes
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  • Event

    Crowe and CFG annual round-up 2023

    Topics: Tax and VAT / Risk / Investment / Governance, legal and compliance / Fraud / Accounting and reporting
    Written by: Naziar Hashemi
    On: 27.01.2023

    On 12 January 2023, Crowe UK and Charity Finance Group ran an annual round-up event, highlighting key legal and regulatory changes and updates. This ever-popular event covered a wide range of topics and issues. If you missed it or need a refresher you can now watch the video and read the key points...

    Time to read: 4 minutes
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  • Is your charity achieving optimal governance structure?

    Topics: Investment / Governance, legal and compliance / Environmental, social, governance (ESG)
    Posted by: CFG
    On: 08.12.2022

    What governance structure should your organisation aim for when working with an investment advisor? And what are the key considerations that lead to an optimal relationship? Brown Advisory share their insights.

    Time to read: 6 minutes
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  • Writing an ethical investment policy

    Topics: Investment / Governance, legal and compliance / Environmental, social, governance (ESG)
    Posted by: CFG
    On: 06.12.2022

    A charity’s ethical investment policy forms an important part of the wider investment policy. But where to start when writing it? Isobel Fraser from Waverton Investment Management shares five top tips for trustees.

    Time to read: 3 minutes
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