A new tool to support charities in applying the Charity Investment Governance Principles (CIGPs) has been launched.
The Charity Investment Governance Principles Self-Assessment Tool gives charity trustees, staff and committee members a practical way to check whether their investment governance procedures and oversight are working well.
Available now on the CIGP website, the tool is aimed primarily at larger charities holding investments, though a range of resources – including guidance for smaller charities that mainly invest cash – is also available.
Designed as a straightforward, easy-to-use document, the tool can be easily completed, printed and saved, making it simple for charities to record their approach and revisit it over time.
Carol Mack, Chief Executive, Association of Charitable Foundations (ACF), comments:
“The Charity Investment Governance Principles were the result of real collaboration across the sector, and it's been encouraging to see them so well received since launch. This new self-assessment tool is a natural next step. It turns the principles into something charities can pick up and use straight away. We'd encourage charity leaders to make use of it and to explore the wider resources available on the CIGP website.”
Richard Sagar, Head of Policy, Charity Finance Group, comments:
“We’re delighted to see the launch of the self-assessment tool. Good investment governance shouldn't feel out of reach for any charity. What makes this tool so valuable is its simplicity: it gives trustees and staff a practical, accessible way to check they're on the right track, demonstrate that they're meeting the key outcomes, and adjust over time.”
The Charity Investment Governance Principles were launched in January 2025 to bring charity leaders greater clarity and confidence when making decisions about their investments. The development of the Principles 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.
Resources
Editor's notes
About the Charity Investment Governance Principles (CIGPs)
The CIGPs 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 Principles are not a legal or regulatory requirement. They build on the Charity Commission's CC14 guidance, enabling trustees and staff to explore investment governance in their charity's context.
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.
Contacts
Emma Abbott, Head of Communications and Content, CFG
Glyn Sheldon, Communications Coordinator, CFG
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