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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

Charities must prepare now to benefit from predicted legacy giving surge

A recent report co-authored by Smee & Ford, Remember A Charity, the Institute of Legacy Management and Legacy Foresight, explores how vital legacy income has been in 2020 and emphasises how charities must act soon to benefit from further sector growth.

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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.

Charities

Charities must prepare now to benefit from predicted legacy giving surge

A recent report co-authored by Smee & Ford, Remember A Charity, the Institute of Legacy Management and Legacy Foresight, explores how vital legacy income has been in 2020 and emphasises how charities must act soon to benefit from further sector growth.

How to develop and value your relationship with your auditor

Auditing is a people-oriented activity, and the way in which we learn most effectively is not by filling in checklists, but by talking to trustees, senior management, finance, HR and fundraising teams to fully understand an organisation’s culture, risks and priorities.

5 steps to ensure your data is safe for remote working

With the pandemic yet to show any signs of abating, many of us are likely to be working from home for quite some time to come. But it’s not without its challenges, and for those working with personal data, whether it is details for supporters, beneficiaries or even staff, one of the most important areas to get right is data protection compliance.