EU flag and British Flag

Charity Investments


We hosted a breakfast briefing on 27 June. Here are the presentations from our hosts and guest speakers.


Today's uncertain economic environment and rock-bottom interest rates mean that generating a sustainable income is tougher than ever for charities.  This, coupled with increased demand for their services, has resulted in more than a third having to dip into their reserves last year to cover income shortfalls. 

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.

Here are the presentations from the event.


Kim Roberts, Campaigns officer, CAF and Susan Pinkney, Head of Research, CAF, talked about Brexit, the election and how giving in the UK has been affected.

Brexit and the Charitable Landscape
Brexit 600x400


Read more about our guest speakers.


Chris Hiorns

Senior Fund Manager, EdenTree Investment Management

Chris discussed charity investments during times of political uncertainty and the case for investing ethically.

Download the presentation
melanie roberts

Melanie Roberts

Partner, Sarasin & Partners

Melanie and Ruadhri talked about the case for multi-asset Charity Investment Funds.

Download the presentation

Duncan Ruadhrijpg

Ruadhri Duncan

Partner, Sarasin & Partners

Richard_macey_380 x 220

Richard Macey

Director of Charities, M&G Investment Management

Richard discussed the Bond market and where to invest in a rising envirenment.

Download the presentation


As a charity, there are several reasons 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.

Want to know more?


Contact our expert team to find out more about the CAF Investment Account

Contact us


Loan finance - are charities missing an opportunity?

Is your charity thinking about loan finance, but feel that you haven't quite got enough details to make an informed decision?

Is it right to borrow?

It can seem daunting, but for some charities getting a loan can be a good solution for funding a project.

Things to consider before you apply for a loan

If you think a loan is a good option for your charity, we can help make the application process painless.


We offer a full range of financial services specifically designed to help charities or not-for-profit organisations. Here are some that may be of interest to you.

Use CAF Donate to reach your donors

Fundraising tools

Our digital donation platform helps you reach more people, and process their donations quickly and hassle-free.

Meet CAF Donate
Manage your charity's banking

Everyday banking

Manage your charity’s day-to-day banking in a way that suits you.

About CAF Cash
Help to make your charity thrive

Strategic consultancy

Our Advisory team can use their extensive experience to help make your organisation more successful.

How we can help

CAF Venturesome is an unregulated product which provides financial support to charities through social investment.

CAF Bank loans are non-regulated products.

Loan applications subject to credit assessment. Security will be required.

Charity assets may be at risk if you do not keep up with the repayments for a mortgage, loan or any other debt secured on them.

If you're thinking of consolidating existing borrowing, you should be aware that you may be extending the term of the debt and increasing the total amount you pay.

CAF Bank Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority (Financial Services Register number: 204451). CAF Bank Limited Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4JQ. Registered in England and Wales under number 1837656. 

CAF Financial Solutions Limited (CFSL) is authorised and regulated by the Financial Conduct Authority under registration number 189450. Authorisation can be checked on the financial services register at CFSL Registered office is 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA. Registered under number 2771873. CFSL is a subsidiary of Charities Aid Foundation (registered charity number 268369).