Orienteering

Investment knowledge centre

LEARN ABOUT CHARITY INVESTING

Whether you’re new to investing or you’ve been investing for years, our resources can help you make the most of your charity’s funds.

HELPING YOU TO MAKE GOOD INVESTMENT DECISIONS

Our Investment knowledge centre includes the latest news and commentary on investing for your charity.

With input from our expert partners and in-house team, our hub aims to educate and inspire.

WHY DO CHARITIES INVEST?

Whatever the size of your charity, making the most of your funds is one of the biggest responsibilities you face. We can:

  • help you to understand your obligations as a charity if you choose to invest
  • provide you with resources to help your trustees decide whether investing is the best option for your charity

Speak to our expert team

Learn more about why charities invest

Why charities invest
Plan your investments

PLAN YOUR INVESTMENTS

Once you’ve got agreement that your charity should invest, we can help you to:

  • research and understand your investment options
  • present portfolio options to your trustees

Learn how to plan your investments

MANAGE YOUR INVESTMENTS

Once you’ve started investing, how do you ensure continuous review and improvement? We can help you to:

  • measure the performance of your investments
  • assess your Fund Manager

Discover how to manage your investments

Manage your charity's investments

WHERE TO GET INVESTMENT ADVICE

If you’re investing or thinking of investing and need advice, we have the information you need to get started. CAF Financial Solutions Limited does not provide financial advice, however we can give you information about organisations that can help.


Learn more about investment advice

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).


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