Knowledge Hub

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.

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.

The aim of The Pink Book is to provide you and your wider colleagues, trustees and stakeholders with the resources, support and assistance to drive social change. Read it, pass it on and spread the word about the fabulous resources of CFG that are only possible with all of you! Available for CFG members only.

This second MHA and Charity Finance Group trustee finance competency survey was undertaken during Autumn 2018.