Resources

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Procurement and resources July 2022

Energy Outlook by Utility Aid (July 2022)

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

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Banking and financial services Risk Jul 2025

Communicating with your bank: Raising an issue or concern

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. 

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People and culture Mar 2025

Book of Remembrance: Tributes to Ian Theodoreson

A collection of tributes to our good friend and former CFG chair, Ian Theodoreson. 

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Environmental, social, governance (ESG) Investment Feb 2025

Implementing a layered approach to sustainable investment

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.

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Investment Governance, legal and compliance Jan 2025

Trustee Guide to Accessing Investment Advice

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.

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