Investment knowledge centre

Resources to support purposeful charity investing

Whether you're new to investing or refining an existing strategy, our insights and practical tools can help you make the most of your charity’s funds - ethically, effectively and with impact.

Important information

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 or income returns that will be generated.

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Insights to strengthen your charity’s investment journey

Welcome to our Investment Hub, a dedicated space for charities looking to build knowledge, confidence and capability in their investment approach. Here, we bring together insights, practical guidance and educational resources to help you navigate the complexities of investing. 

Whether you are exploring ESG principles, refining your governance, or seeking to align your financial strategy with your charitable mission, our hub offers the tools and perspectives to support informed decision-making and long-term resilience.

 

Investment Fundamentals

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).

Personal giving

From one-off donations to long-term giving, or designing your personal philanthropic strategy, we work together to help you realise your giving ambitions.

DISCOVER OUR PERSONAL GIVING SOLUTIONS

Corporate giving

You have the vision for making a difference. So do we. We help you plan how to give based on your goals.

DISCOVER OUR CORPORATE GIVING SOLUTIONS

Services for charities

Helping your charity or social enterprise become more resilient.

DISCOVER HOW WE SUPPORT CHARITIES

Insights

Discover the latest insights for donors and charitable organisations to help create a greater impact

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About us

We are a leading charity, working at the centre of the giving world. We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work.

Find out more about CAF