Charity Financials Insider

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.

Read more...
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…

Read more...
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…

Read more...
How can charities yield better investment outcomes?
FINANCE | 30 July 2018

As funding from other sources continues to be squeezed, it is essential for charities to implement a transparent and comprehensive investment policy that balances risk and reward...

Read more...
How to set your charity’s investment objectives
FINANCE | 20 July 2018

A charity’s investment objectives should form an integral part of its strategy and explain why the charity holds these funds as it does…

Read more...
How to start a major gifts programme
FUNDRAISING | 12 July 2018

Active engagement with potential major donors is essential as the number of high value donations to the charity sector continues to increase…

Read more...
The growth of CIOs as the leading structure for charities
LEGAL | 05 July 2018

Charitable incorporated organisations (CIOs) are now the most popular structure for new charities, both small and large - here's why...

Read more...
Preparing charity accounts: 6 important considerations
FINANCE | 28 June 2018

Charity accounts can be a bit of mystery, even to accounting experts. But what will a good set of accounts contain? And what makes charity accounts different?

Read more...
Corporate partnerships: How risky are they for your brand?
FUNDRAISING | 21 June 2018

For charities, partnerships with companies can be an attractive proposition. At their best, they can offer high profile awareness-boosting campaigns, strategic support and/or large amounts of cash. At their worst however, they can be directionless, low-value or even damaging to the charities involved…

Read more...
More legators now leave gifts in Wills to overseas aid and the environment
FUNDRAISING | 13 June 2018

Early evidence from Smee & Ford’s five-year legacy trends report suggests that the emerging population of legators are leaving more gifts to environmental and overseas aid organisations than ever before…

Read more...