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Insight

Charity Financials insights explore the most topical trends across the complete UK charities sector and use data analysis to help charities benchmark their financial performance against peers in the sector.

Through a combination of executive white papers, articles, interviews, infographics, webinars, videos and more, our insights are designed to help charities and their advisors improve their financial performance now and into the future.

Charity Financials Banking Spotlight Report 2020

Featured Spotlight Report

Charity Financials Banking Spotlight Report 2020

The 2020 edition of the Charity Financials Banking Spotlight report examines the value of cash at the disposal of the UK's largest charities and analyses the firms employed to provide banking services.

Featured Insider Article

Total monthly income to charities showed cautious signs of recovery in June

The latest Charity Financials Income Monitor report shows that although total monthly income has been consistently down year-on-year since Covid-19 hit, June began to show recovery, with decline nearly halving on the previous 3 months…

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Spotlight Reports

The Charity Financials Spotlight report series contains key financial data and expert analysis designed to keep charity professionals up to date with the latest trends in the sector.

Charity Financials Banking Spotlight Report 2020

Charity Financials Banking Spotlight Report 2020

The 2020 edition of the Charity Financials Banking Spotlight report examines the value of cash at the disposal of the UK's largest charities and analyses the firms employed to provide banking services.

Charity Financials Income Spotlight report 2020

Charity Financials Income Spotlight report 2020

This 2020 edition of the Charity Financials Income Spotlight report tracks the annual income growth, surplus and deficits of charities across England and Wales within the last decade.

Latest Articles

Our exclusive articles focus on the prominent issues facing UK charities, as said by experts in the sector, providing actionable insight to improve charity’s financial performance.

Finance

Charity asset cash reaches an all-time high

The latest Charity Financials Banking Spotlight report finds that total current asset cash for the top 5,000 charities has now reached an all-time high of £17.9bn, having grown from £14.7bn since 2014/15

Insight and Trends

Total monthly income to charities showed cautious signs of recovery in June

The latest Charity Financials Income Monitor report shows that although total monthly income has been consistently down year-on-year since Covid-19 hit, June began to show recovery, with decline nearly halving on the previous 3 months…

Charities

Does your investment strategy fully reflect your ethical values?

When the whistle blew on the investment strategies of high-profile charities such as the National Trust and Comic Relief, other UK charities immediately sat up and took note. As a result, most will now actively avoid investing in the likes of tobacco, alcohol, fossil fuels and armaments. But Alice Farrer, one of the Ethical Investment Managers at Sanlam, explains that responsible investing has come a long way, and more can be done to ensure charities are actively aligning their investments with their core values.