Knowledge Hub

Building on phase one of the University of Bath student research team that looked at trustee motivations and effectiveness, this phase two research report extends that insight to the board as a collective, examining how composition shapes the quality of group decisions. Recommendations include introducing psychometric screening at trustee recruitment, implementing annual skills audits and building psychological safety into board culture. The report’s central deliverable is the DREAM Diagnostic Framework.

How can charities navigate the increasingly complex and urgent world of sustainable investment? In this article, the team from Isio provides a whistlestop tour of three papers that discuss what charities should consider when implementing a sustainable investment strategy.

This guide by the Charity Investment Consulting Partnership is for trustees looking to understand how to access investment advice. It explains the what, why, when, where and who and also contains a handy checklist for trustees.

Interim finance specialist, Simon Hopkins, shares how finance professionals can lead the way on turnaround. Read the conference report.

Bates Wells' 2022 update for faith-based organisations contains insights from the team and guest contributors on current issues in social investment. Topics also span recent case law, recruitment and governance.

CFG member Utility Aid shares its Energy Outlook for July 2022.

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Factsheet on what can and should be shown as cash on the balance sheet and what can and should be shown as an investment.

Accounting and Reporting by Charities: Statement of Recommended Practice applicable to charities preparing their accounts in accordance with the Financial Reporting Standard applicable in the UK and Republic of Ireland (FRS 102) (effective 1 January 2015). Updated February 2022.

Using Data and Performance metrics to motivate donors

This survey is a groundbreaking, sector specific, foreign exchange report which reflects insights from more than 100 internationally operating UK-based charities. The report highlights the issues INGOs face in their FX operations. 

Charity Finance Group's response to the government's white paper and consultation on 'Restoring Trust in Audit and Corporate Governance'.