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Strengthen your charity’s finances

Ensuring your charity is in a sound financial position is one of the fundamental steps to future-proofing your organisation, but it’s not a simple task.

When we asked charities in February 2021* which challenges will persist after lockdown eases, around 3 in 5 (58%) expected to see a continued loss of income sources. So whether you're looking for resources on financial strategy and planning, governance and leadership or charity loans, this Financial Resilience hub provides the tools and guidance needed to strengthen your charity's financial position, so you can continue to serve your beneficiaries in the long-term.

*CAF Fieldwork undertaken 19-23 February 2021

Resources to boost your charity's future finances


Strategy and planning

A strategic approach to deploying your charity reserves

Develop a strategy for managing your funds

Read the article

Five things for charity leaders to consider when diversifying income

Find the right mix for your charity

Read the article

Staying safe and secure

The support you need to protect your money

Visit the Security Centre

Governance and leadership 

Writing your charity mission statement

How to do it well and create a sense of direction and inclusion

Watch the videos

How trustees can support their charity leaders

What to do now to guide your executive team

Watch the videos

Five critical lessons shared by a charity trustee

Top tips for trustees on how to be an effective and supportive board

Read the article

Loan finance

Why should charities consider a loan?

How a loan may help your charitable organisation thrive

Read the article

Stabilise and grow with a loan

Learn about repayable charity finance

Watch the webinar

Charity finance: the basics

Loans, grants and blended finance

Watch the videos

How we can support your charity with finances

Loans for charities

Borrowing funds is one way of kick-starting your projects and achieving your goals. We could lend you between £150,000 and £5m to support a project.

How a loan could help you 


Borrowing from CAF Bank

Banking for charities

Current accounts, online banking and instant access savings. With CAF Bank it’s easy to manage your charity’s day-to-day banking.

Join the bank for charities 



Social investment

Looking for affordable finance? Our social investment loans are often unsecured and could help where other lenders may be unable to.

Is social investment right for you? 



Advice and support

Do you need strategic help? Our advisors work with charity leaders and trustees to help their organisations become more sustainable and resilient.

Become a resilient charity 



Discover more resources by topic

Or return to the Adaptability home hub


Optimise your fundraising potential with our expert advice and resources


Build the connections to strengthen your charity and the sector as a whole

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Telephone: 03000 123 000