CFG Briefing: Autumn Statement 2023
22 November 2023
What does the Chancellor's Autumn Statement mean for you and your organisation? Richard Sagar, Head of Policy, CFG, takes an in-depth look.
AI: opportunities, threats and policy
19 October 2023
Artificial intelligence (AI) is evolving rapidly and adoption is moving at a lightening pace too. Eleonor Duhs from Bates Wells takes a look at how policy-makers in the EU, US ...
Revised guidance on investing charity money
2 August 2023
CFG's Head of Policy, Richard Sagar, takes a look at the Charity Commission's revised guidance on charity investments (CC14) and shares an update on the sector's work to develop complementary ...
Environmental reporting for charities
31 May 2023
What are charities required to report and where is environmental reporting likely to go from here? Simon Hughes from Crowe UK takes a look at current reporting requirements and what ...
Is divestment the right approach for net zero?
14 March 2023
CFG continues to lead the debate on ethical investments and net zero. In this article, Patrick Trueman from James Hambro & Partners considers the issue of divestment and what difference ...
How can trustees balance ethics and returns?
1 February 2023
How can trustees weigh the financial implications of an ethical policy with their charity’s values and purpose? James Flett from RBC Brewin Dolphin explores the issues.
Investing in the energy transition
1 February 2023
How are investors viewing the transition to renewable energy? Conan McKenzie and Angus Dell from BlackRock take a look at the big picture and explain how BlackRock are playing a ...
Writing an ethical investment policy
6 December 2022
A charity’s ethical investment policy forms an important part of the wider investment policy. But where to start when writing it? Isobel Fraser from Waverton Investment Management shares five top ...
Understanding energy consumption
18 October 2022
Do we really understand the energy we use? And how can we get to grips with our consumption AND reduce it? Ruaire Glackin from Utility Aid shares a helpful guide.
How to invest in a world of high inflation
13 October 2022
How can charities respond to this year’s spike in inflation from an investment perspective? Patrick Trueman from James Hambro & Partners considers some of the implications and shares ways to ...
Charities and the path to net zero
7 October 2022
Climate change is no longer a fringe concern for charities. Richard Sagar, Head of Policy at Charity Finance Group, introduces a new guide that offers practical first steps on the ...
Bates Wells' Faith-based Organisations Update 2022
27 July 2022
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.
Remote working, works! Here's how…
26 July 2022
Does remote working really work? Presenting at this year’s CFG Annual Conference on 30 June, Kirsten Buck and Katy Stanley from PTHR, shared how they’ve made ‘remote first’ work for ...
Taking control of your energy costs
16 May 2022
CFG corporate partner Utility Aid takes a look at the utilities market and shares advice on how to keep costs as low as possible.
Finance Focus Mar/April 2022
4 April 2022
How can we connect with our purpose and empower our communities? This year's Annual Conference will explore those questions and more. Also in this edition, we take a look at ...
Economic Outlook Briefing 2022/23
10 March 2022
Charity Finance Group and Pro Bono Economics provide an overview of the key economic issues and trends that may affect charities in the UK over the 2022/23 financial year. PDF ...
Finance Focus February 2022
28 February 2022
How can we shape tomorrow's world? In this edition, we take a look at the issue of leadership and how charity finance professionals can play a leading role in creating ...
Finance Focus January 2022
28 January 2022
Welcome to the first edition of Finance Focus in 2022! This month, we welcome some new faces to CFG and dive into what the year ahead holds for policy and ...
Finance Focus October 2021
29 October 2021
This month, we consider reputational risk and what it means to charity finance leaders, and we share some of the stories of organisational change from this year's Annual Conference. We ...
Finance Focus September 2021
29 September 2021
This month, we look at some of the issues charities are tackling post-pandemic, including flexible working and what's to become of the office. Also in this edition, interviews with National Children's ...
Finance Focus July 2021
29 July 2021
Inclusivity - why does it matter to finance professionals? We speak to charity leaders this month about equality, diversity and inclusivity (EDI). We also meet a small member charity - Jodie ...
Facing organisational endings
1 July 2021
Charity consultant Iona Lawrence takes a look at the impact of the Covid-19 pandemic and explains why organisational endings can and should be good.
Finance Focus June 2021
30 June 2021
'Leading the Way: Effective, Inclusive and Resilient' is the theme of this year's CFG Annual Conference. Dive inside to find out all about it - who's speaking, who's sponsoring, and ...
Finance Focus May 2021
28 May 2021
Responsible investment is the focus of this month's edition. Our corporate partners share their advice and insights on how to invest responsibly and ethically. We also hear from Rachel Hewitt ...
Finance Focus April 2021
30 April 2021
Welcome to the April 2021 edition of Finance Focus. This month we take a look at mental health and wellbeing in the run up to Mental Health Awareness Week in ...
Finance Focus March 2021
30 March 2021
Welcome to the March 2021 edition of Finance Focus! In this edition, we take a look at how the use of digital technology in the sector has evolved in the ...
Finance Focus February 2021
26 February 2021
Welcome to the latest edition of Finance Focus! In this issue, we explore the art of reinvention with the help of a pop superstar. And Simon Hopkins from Blind Veterans ...
Finance Focus January 2021
29 January 2021
Welcome to the latest edition of Finance Focus! In this issue, we take a look at the subject of Risk and new ways to recognise and manage it. Plus, we ...
And then the world turned upside down…
9 December 2020
With the publication of their new property research, property advice charity and CFG member the Ethical Property Foundation has never been in more demand. CEO Antonia Swinson reveals how the ...
Finance Focus November/December 2020
4 December 2020
Welcome to the latest edition of Finance Focus! In this issue, we ask charities and CFG's trustees about what they've learned in 2020 and what lays ahead. Topics also covered ...
Finance Focus October 2020
23 October 2020
Welcome to the October 2020 edition of Finance Focus. Issues covered inside: Mental health; fraud; audits; training; Brexit and much more!
Finance Focus July
17 July 2020
As Caron Bradshaw celebrates a decade at the helm, we ask what next for CFG?
Summer Economic Update
8 July 2020
Richard Sagar, Policy Manager, sets out a briefing on today's Economic Update by the Chancellor aided by commentary from our corporate partner experts. Together, they examine how the announcements might ...
From red to green, but what does it mean for us?
12 May 2020
Following the Government's announcement at the weekend about the subtle relaxing of lockdown measures and the Chancellor's announcement earlier today on the extension of the Coronavirus Job Retention Scheme until ...
What’s new for audit and accountancy?
8 January 2020
Ahead of her session at the CFG Midlands Conference 2020, Partner at Sayer Vincent, Fleur Holden, provides an update into what’s new in the world of charity audit and accounting.
Why safeguarding is vital for finance leaders
16 October 2019
If you work in the voluntary sector, the chances are you’ll have spotted that safeguarding has suddenly been rocketed up the list of concerns for charity leaders. As NCVO launch ...
Charity Property Matters Survey 2018
7 February 2019
CFG members Ethical Property Foundation, in partnership with the Charity Commission and Charity Finance Group, have published the findings from their fourth Charity Property Matters Survey. Here Antonia Swinson, Chief ...
Economic Outlook Briefing 2018
9 May 2018
Headlines in this edition: Concerns over fundraising from the public over the medium term as higher inflation and weak pay growth means that households will feel the squeeze Interest rates ...
8 May 2011
A guide to improved foreign exchange practice in the UK charity sector
Mergers - Made Simple Guide No. 12
1 December 2008
The topic for research was “do mergers in the voluntary sector provide financial stability for the newly formed organisation?”