GETTING STARTED WITH CHARITY INVESTMENT

WHAT IS CHARITY INVESTING?

With interest rates at historically low levels, keeping your charity's money in the bank can eat into your funds. And that means you could struggle to meet your financial obligations to your beneficiaries, as well as your responsibility to make the most of your charity's funds.

That’s where investing comes in. Investing can make the most of your long-term funds and protect your charity’s money against the impact of inflation. Investments may generate better returns than holding cash in the bank, so there’s potential to grow your money and expand in the future.

I’M NEW TO INVESTING - WHERE DO I START?

Don't worry if you’re new to investing. We have 30 years’ experience helping charities of all sizes to plan their portfolio and manage their investments to make the most of their funds. We can help you to research and understand your options – and communicate them to your trustees – or put you in touch with our trusted partners if you need more specific charity investment advice.