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Building on phase one of the University of Bath student research team that looked at trustee motivations and effectiveness, this phase two research report extends that insight to the board as a collective, examining how composition shapes the quality of group decisions. Recommendations include introducing psychometric screening at trustee recruitment, implementing annual skills audits and building psychological safety into board culture. The report’s central deliverable is the DREAM Diagnostic Framework.
Between January and April 2026, more than 2,400 charity staff, trustees and volunteers took part in CFG's third charity banking survey. The findings are captured in this final report which looks at the challenges charitable organisations face with banking services and makes recommendations on how charity banking can be improved.
This report presents evidence-based recommendations for a substantive refresh of CC26, the Charity Commission’s guidance on risk management for charities in England and Wales. It was written by CFG and The Risk Collaborative and shared with the Charity Commission in June 2026.
This publication, produced in partnership with HaysMac, offers a practical framework for understanding and calculating your charity's cost base. It is written for finance leaders, trustees, executive teams, and for funders who want to understand what sustainable partnership truly requires.
Encountering difficulties with banking services is not uncommon for charities. This step-by-step guide supports charities when raising an issue or concern with their bank, and explains what steps to take when an issue isn't satisfactorily resolved. The guide aims to promote better understanding and communication between banks and charities.