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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 Investment Spotlight 2021

Featured Spotlight Report

Charity Financials Investment Spotlight 2021

The latest version of this report examines the investment performance of the UK's top 5,000 charities in terms of income and assesses the size of the charity investment market over the past 10 years.

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 Investment Spotlight 2021

Charity Financials Investment Spotlight 2021

The latest version of this report examines the investment performance of the UK's top 5,000 charities in terms of income and assesses the size of the charity investment market over the past 10 years.

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.

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.

Professional Services

Detecting and Preventing Fraud with the help of Charity Checker

In the Charity sector we have seen a rapid change during COVID-19 where legacy monies are transferred by BACS rather than sent by cheque. This coupled with the move to remote home working for both charity legacy officers and probate professionals has served to increase the risk of fraud and monies being intercepted by criminal organisations. 

Finance

Why social investment is putting ‘power’ in the hands of community organisations

Every David Attenborough fan knows the planet is in crisis. Our use of fossil fuels has led to rapid change in climate that is putting communities and habitats across the globe at risk. 

Insight and Trends

Charity investment ROI increased for the first time in 4 years in 2019

According to the latest Charity Financials Investment Spotlight report, the 2018/19 financial year saw investment ROI increase by 0.03%. The increase may be small, but it demonstrates a significant change from the previous four years where it had been on a downward trajectory since 2016.