Brought to you by MiExact

Charity Financials Insider

Free monthly insight and analysis for charity finance professionals on the latest developments, trends and events within the sector

Filter by category

Search for an article

Author: Charity Financials

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. 


The Reality of Managing Six Palaces through a Pandemic

With six palaces, hundreds of antique-filled rooms, and a thousand staff - Sue Hall, The Finance Director of Historic Royal Palaces reveals how she helped to save her charity from the brink of collapse during 2020. 

Insight and Trends

Risks and opportunities faced by the Charity sector due to Covid-19

The COVID-19 Pandemic has had a damaging impact on Charities, many reporting various challenges from the inability to deliver on objectives, increase in operating costs as a result of the implementation of pandemic precautions through to dealing with possible funding gaps, to name a few. 


The 10 most-read articles on Charity Financials Insider in 2020

As the year draws to a close, we’ve taken a look back at our top-read stories from 2020 to give our readers a chance to revisit any you might have missed. 

Insight and Trends

September growth figures show some relief for UK charity sector income

Initial research from the latest Charity Financials Income Monitor report shows that although the challenges of the pandemic are still present, some charities began to see recovery over the past few months, with September showing an increase on total income compared to 2019…


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.


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…

Publicly fundraised income fell by £92 million for the top 100 UK charities in 2018/19

The latest edition of the Top 100 Fundraisers Spotlight, published by The Fundraiser, found that publicly fundraised income fell by £92 million in 2018/19. Following the effects of coronavirus it seems that these charities should expect to face an even bumpier road ahead…

Income monitor

Insight and Trends

Charity Financials Income Monitor: an initiative to provide insight to charities during COVID-19

The Charity Financials Income Monitor is an initiative set up by Charity Financials to support charities during COVID-19...


Governance and Regulation

Live Webinar: Managing charity governance, operations and finance during COVID-19

Charity Financials has partnered with Ashish Patani, Director, Ashlynwood, to host the live webinar 'Dealing with the "new normal": managing charity governance, operations and finance during COVID-19'

Income drop

Insight and Trends

Fundraising trading income fell by 63% in April 2020 on the previous year

Initial research from the newly launched Charity Financials Income Monitor shows that fundraising trading income took a severe blow in the first 2 months of lockdown...

Housing decline

Insight and Trends

Number of charitable estates declined by 12% in 2019

According to findings from Smee & Ford’s Legacy Trends 2020 report, the number of charitable estates declined by 12% in 2019 with falling death rates and a decline in the number of Grants of Representation the main contributors...