Investing can be a vital part of your charity's long term planning and growth, but you need to be clear about what you can and cannot invest in.
Deposit accounts offer a short-term solution but may not keep up with inflation. Longer-term, market-backed investments might provide greater return but trustees might have to accept more risk. There may also be restrictions on the funds you hold, the length of time that you want to hold funds for and whether you’re focusing on growth, capital preservation or income.
It’s also important that your trustees explore all options and understand how any investment you make is likely to behave before you commit, so you can ensure it fits with your aims and objectives.
If you need more information about investing, visit our investments pages or call us on 03000 123 444 (9am - 5pm Monday to Friday, except English bank holidays).