Knowledge Hub

How can charities navigate the increasingly complex and urgent world of sustainable investment? In this article, the team from Isio provides a whistlestop tour of three papers that discuss what charities should consider when implementing a sustainable investment strategy.

This guide by the Charity Investment Consulting Partnership is for trustees looking to understand how to access investment advice. It explains the what, why, when, where and who and also contains a handy checklist for trustees.

There are around 170,000 charities on the Charity Commission register. Most of those are small with an annual income of less than £1m. This guide is to support the Chairs of these charities, who have a unique role - to lead the board and ensure that the charity practices good governance.

Gift Aid is a vital tax relief worth £1.6bn every year to charities. This report, based on a survey of more than 100 charity leaders, shows that more can be done to streamline the claims process and support charities to maximise Gift Aid.

Interim finance specialist, Simon Hopkins, shares how finance professionals can lead the way on turnaround. Read the conference report.

**TW: This document contains material and discusses issues that some people may find distressing or emotionally challenging.

A resource for CFG colleagues and the wider community about World Suicide Prevention Day. This booklet explores some of the issues surrounding suicide, suicide prevention and bereavement. Authored by Eve Trotman.

Special advisor to CFG, Pesh Framjee, answers all your questions on insolvency and good governance.

Bates Wells' 2022 update for faith-based organisations contains insights from the team and guest contributors on current issues in social investment. Topics also span recent case law, recruitment and governance.

CFG member Utility Aid shares its Energy Outlook for July 2022.

Click 'More' to download the document.

Over 1200 voluntary organisations responded to a survey commissioned by the Civil Society Group between March and May 2022. This joint publication is the first briefing from the survey report, jointly published by CFG, NCVO, NAVCA, ACRE and WCVA.

In the June edition of Finance Focus, we take a look at the issues around the cost of living and rising inflation, and share some advice on what charities and social change organisations can do to manage. 

Factsheet on what can and should be shown as cash on the balance sheet and what can and should be shown as an investment.