Investments

GETTING STARTED WITH CHARITY INVESTMENT

With a good plan and regular management, investing your charity’s money needn’t be daunting.

The value of investments may fall as well as rise. You may not get back the full amount that you originally invested. Past performance is not a guide to future performance. There is no guarantee about the level of capital gains or income that will be generated.

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.

IS INVESTING RIGHT FOR OUR CHARITY?

Do you want to invest, but have concerns that now may be the wrong time? Perhaps you feel markets are expensive, or that political events could cause a fall in values?

It's always wise to consider the benefits and risks of investing, especially when it’s on behalf of your charity.

Our Investment knowledge centre can help you discover why charities invest.

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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 manage their investments and 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 investment advice.

Why do charities invest?

Understanding investing

Our guide can help you understand the investment journey.

Download our guide to getting started
Plan your charity

Find the right fund for you

Different investments suit different investors; we can guide you through the options to ensure that you make the right investment decisions for your charity.

Plan your investments
Writing an investment policy for your charity CAF

Create an investment policy

This document sets out your charity’s goals and investment objectives. It can also show that you’re meeting your governance responsibilities.

Writing an investment policy

DOESN’T INVESTING TAKE UP A LOT OF TIME?

Whichever route you take, you’ll need to put some time aside to monitor your investments and make sure they’re still helping you to achieve your goals.

Find out more about managing your charity's investments.

Want to find out more?

GET IN TOUCH WITH OUR TEAM

Our experienced team can help you get started with investing or put you in touch with our expert advisors.

Contact us

News from fund managers


Opinions and commentary on the market, brought to you by experts in the charity investment market.

Unsure of a term?


Our glossary can help you understand the language of investments.

Understanding investing


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

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

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Charities Aid Foundation © 2018 | Registered Charity Number 268369
25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA Telephone: 03000 123 000
10 St. Bride Street, London EC4A 4AD Telephone: 03000 123 000

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