Today's uncertain economic environment and low interest rates mean that generating a sustainable income is tougher than ever for charities. 

In this challenging environment for charities, how can you put your reserves to work to generate the best possible return and provide a consistent income stream you can count on?


Richard King TEP

Partner, Tozers Solicitors

Richard gave us an update on charity law and regulation facing investors.

Download Richard's presentation


Charlotte Yonge

Investment Manager, Troy Asset Management

Charlotte discussed how fund managers are positioning their portfolios to protect capital and remain resilient in the current climate.

Download Charlotte's presentation


Franziska Jahn-Madell

Manager – Responsible Investment, Ruffer

Franziska talked about the increasing focus from investors on Environmental, Social and Government factors and what the industry reaction is.

Download Franziska's presentation


As a charity, there are several reasons why you might want to invest your money:

  • Maximise your long-term funds, in line with the Charity Commission guidance.
  • Generate a sustainable, reliable income to support your charity.
  • The potential to grow your money to expand in the future.
  • Could protect your funds against the impact of inflation.
  • The potential to generate better returns than holding cash in a bank account.
Read more about why charities invest.


Whether you’re new to investing or you’ve been investing for years, our investment knowledge centre can help you understand charity investing.


If you’re already one of our customers, you can manage your CAF and other investments in one place online.
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Build a foundation for your charity’s investments

A written investment policy is a legal requirement for your charity. Find out how to write one that works for you.

Thinking about ethical investment?

Find out about ethical investment, and whether it’s the right choice for your charity.

Should you put all your eggs in one basket?

Discover how investing across a range of asset classes can help you manage risk in your portfolio.

Investment involves risk. The value of investments, and the income from them, can go down as well as up and an investor may get back less than the amount invested.  There is no guarantee about the level of capital or income returns that will be generated. Past performance is not a guide to future results.

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered in England and Wales under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).

Full legal information

Full regulatory information