Charity Financials Insider

In conversation with Martin Miles, Chief Financial Officer at the British Heart Foundation
TRENDS & DATA ANALYSIS | 11 October 2018

Martin explains the challenge of gift aid, the importance of improvement over perfection and the necessity of shining a light on risk mitigation practices within the charity sector…

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10 VAT bear traps for the charity sector
FINANCE | 04 October 2018

VAT is quite possibly the most complex and expensive tax that most charities have to deal with. There are many potentially problematic areas. The following are my top ten examples of common bear traps...

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Top 3 charity investment managers revealed
TRENDS & DATA ANALYSIS | 28 September 2018

The latest Charity Financials Investment Spotlight report finds that the three investment management firms which made the greatest charity client gains in the last financial year were Rathbones, Cazenove and CCLA.

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Charity investment income hits 10-year high
TRENDS & DATA ANALYSIS | 21 September 2018

The latest Charity Financials Investment Spotlight report finds that charities have recorded the highest level of income from investments in a decade; a trend that is expected to continue into 2019.

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In conversation with Bill Cunningham, Chief Operating Officer at Plan International UK
FINANCE | 20 September 2018

Bill discusses the size and complexity of restricted awards, why VAT fails to put a spring in his step and suggests that donor compliance and expectations might be the biggest challenges facing the sector…

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10 Gift Aid bear traps for the charity sector
FINANCE | 17 September 2018

Gift Aid is a great boon to many organisations in the charity sector but when things go wrong it can be very expensive when HMRC Gift Aid auditors pounce...

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4 steps to developing your charity’s reserves policy
FINANCE | 06 September 2018

Charities need a clear understanding of their income streams and their risk profile to develop an intelligent reserves policy…

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7 approaches to help investment portfolios withstand volatility
FINANCE | 20 August 2018

It is always critical to plan ahead for outcomes that might throw investment portfolios off course. Strategic defences can be deployed well ahead of upsets, while tactical flexibility should help navigate specific market scenarios.

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Charity corporation tax: the 10 rules you need to know
LEGAL | 17 August 2018

Corporation tax poses significant challenge to charities of all sizes – here are some of the common bear traps and how to avoid them…

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4 reasons why 360˚ data will benefit your charity’s donor retention
FUNDRAISING | 09 August 2018

By using a joined-up approach to data, charities can boost loyalty and retention…

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