Public backs charities building up reserves to see them through difficult economic times

1 October 2009

Money jarTwo separate surveys by CAF Bank and the Association of Chief Executives of Voluntary Organisations (ACEVO) on charity reserves have found that whilst a majority of the public (58 percent) think charities should build up reserves, five percent of charities hold no reserves at all and nearly a quarter (24 percent) hold less than three months of annual running costs in reserve. If the economic downturn lasts for another 12 months 40 percent of charities estimate that they will have less than three months of reserves.

ACEVO’s survey of over 2,000 members of the public reveals that 58 percent agree that charities should build up financial reserves to see them through tough economic times, only 16 percent believe they should not be doing so, while 20 percent did not express an opinion.

CAF Bank’s research amongst 127, predominatly small and medium sized, charities also reveals widespread differences in the levels of financial reserves held by charities. Five percent hold no reserves at all, nearly a quarter (24 percent) hold less than three months of reserves, 20 percent of charities hold between four and six months of reserves, and almost half (47 percent) hold more.

Two-fifths (43 percent) of charities say their levels of reserves are lower than last year, according to the CAF Bank survey. A similar proportion (42 percent) have increased their reserves. Although most charities hold reserves in cash, some are held in stocks and shares and these have been affected by falls in the stock market.

Commenting on the results of the research, John Low, Chief Executive of CAF said, “Charities have often been uncomfortable talking to donors about reserves, so it is reassuring that there is widespread understanding that well run charities need reserves.

“As we emerge from the recession charities should learn from these difficult times and ask whether their reserves are sufficient to keep vital services going in good times and bad.”

Stephen Bubb, Chief Executive of ACEVO said, “Whilst it is encouraging for the sector to see that the public recognises the need for charities to build up their reserves, I am concerned about the number of organisations which could still run in to difficulty.

“Despite reports of green shoots, we know that a continued increase in demand for services provided by third sector organisations in areas such as employment, counselling and debt advice will put pressure on their finances for some time to come.”


Notes to Editors

1. CAF’s online survey was responded to by 127 CAF Bank customer charities.

2. ACEVO commissioned YouGov to conduct a poll of the public on their perception of charities. The total sample size was 2,065 adults who completed the poll online.

3. The Charities Aid Foundation is a charity set up to help other charities by working with donors, companies and charities to encourage and facilitate a culture of giving. They do this by offering products and services that make giving easier, tax efficient and help charities to make the most of donations through their banking and fundraising support services. www.cafonline.org

4. ACEVO (Association of Chief Executives of Voluntary Organisations www.acevo.org.uk) is the professional body representing charity and not-for-profit sector chief executives in the UK, with over 2,000 members. The broad not-for-profit sector now employs the full-time equivalent of 1.5m staff, with a collective annual turnover of £46bn. ACEVO is committed to improving third sector leadership skills worldwide.

Media contact

CAF

James Ketchell
T: 0207 832 3014
E: jketchell@cafonline.org  

ACEVO

Cariana McKeown
T: 0845 1304641
E: carina.mckeown@acevo.org.uk