Knowledge Hub

  • Appreciating the impact of savings to your charity

    Topics: Procurement and resources / Investment / Financial sustainability
    Written by: Peter Roberts
    On: 17.04.2025

    In the world of charity finance, the path to improved financial health often focuses on increasing income, but Peter Roberts of ProVantage Procurement highlights the importance of costs savings which can strengthen your organisation's financial position.

    Time to read: 3 minutes
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  • Building financial resilience

    Topics: Risk / IT, technology and digital / Investment / Financial sustainability / Banking and financial services
    Posted by: Roland Pearce
    On: 11.04.2025

    Roland Pearce and the team at Barclays share insights from the 12th National Charities Day, looking at ways to cope with the pressures of difficult economic conditions and take advantage of opportunities.

    Time to read: 4 minutes
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  • Joined-up thinking: The importance of a holistic approach to financial management

    Topics: Risk / Investment / Governance, legal and compliance / Financial sustainability / Charity finance policy / Accounting and reporting
    Posted by: Tatyana Mursalimov
    On: 08.04.2025

    At the recent Charity Finance Group Investment Conference, Tatyana Mursalimov, CEO of PMCL, delivered a session on a subject of growing significance within the sector: the importance of a holistic approach to financial management in charities.

    Time to read: 4 minutes
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  • ICYMI: Finance Focus Winter 2025

    Topics: Risk / Procurement and resources / People and culture / Leadership and career development / Investment / Governance, legal and compliance / Funding / Environmental, social, governance (ESG) / Economy and policy / Crisis management / Banking and financial services / Accounting and reporting
    Posted by: Emma Abbott
    On: 29.01.2025

    Read the Winter 2025 edition of Finance Focus (members only).

    Time to read: 1 minutes
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  • What you need to know about the Charity Investment Governance Principles

    Topics: Investment / Governance, legal and compliance
    Written by: Emma Abbott
    On: 24.01.2025

    The Charity Investment Governance Principles (CIGP) have been published but what are they and how can you use them? Emma Abbott, CFG, reports from the CIGP launch event and answers your most common questions.

    Time to read: 7 minutes
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  • Long read

    Global heating: risk management and strategic thinking in the charity sector

    Topics: Risk / Procurement and resources / People and culture / Investment / Governance, legal and compliance / Financial sustainability / Environmental, social, governance (ESG)
    Posted by: CFG
    On: 19.12.2024

    Ruth Jenkins from Keep Britain Tidy and Simon Hughes from Crowe UK take a look at the risks of global heating, their interrelated nature and complexities, and pose important questions on managing risk.

    Time to read: 12 minutes
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  • One year on: the Charity Governance Investment Principles Project

    Topics: Investment / Governance, legal and compliance
    Written by: Richard Sagar
    On: 13.12.2024

    One year ago, CFG and a group of charity sector bodies and advisers began the Charity Governance Investment Principles project. Ahead of the launch of the principles on 16 January 2025, Richard Sagar, Head of Policy at CFG, looks back on the past 12 months and the progress that has been made.

    Time to read: 3 minutes
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  • Becoming more imaginative with charity investing

    Topics: Risk / Investment / Environmental, social, governance (ESG) / Banking and financial services
    Posted by: Rachel Titchen
    On: 26.09.2024

    Rachel Titchen, Charities and Investment Director at consultancy Broadstone, calls for a more flexible and adaptive approach to charity investing.

    Time to read: 4 minutes
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  • Update: Charity Investment Governance Principles are on their way

    Topics: Investment / Governance, legal and compliance
    Posted by: Richard Sagar
    On: 10.09.2024

    Charities and other interested parties are working together to develop the Charity Investment Governance Principles (CIGP), following a consultation that will inform best practice in decision-making around charity investments.

    Time to read: 1 minutes
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  • We're 'Shaping Tomorrow' with HSBC Global Private Banking

    Topics: Risk / People and culture / Leadership and career development / Investment
    Posted by: CFG
    On: 17.06.2024

    As this year's headline sponsors of CFG's Annual Conference on 27 June, Sophie Ward from HSBC Global Private Banking invites you to attend their conference session and explains why now is the best time to 'shape tomorrow', together.

    Time to read: 1 minutes
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  • Research

    Spence Charity DB Pensions Report now out

    Topics: Pensions / Investment
    Posted by: CFG
    On: 20.03.2024

    A new report by Spence indicates that high levels of scheme funding are expected to drive a renewed focus on end-game planning for DB schemes. Read on for the results of the analysis and to download the report...

    Time to read: 2 minutes
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  • 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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