Getting started with charity investment

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

Welcome to the Charities Aid Foundation

We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work.

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. Corporate giving You have the vision for making a difference. So do we. We help you plan how to give based on your goals. Services for charities Helping your charity or social enterprise become more resilient. Insights Discover the latest insights for donors and charitable organisations to help create a greater impact 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. Donate  
 
 
 

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

Explore

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

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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What is charity investing?

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.

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.

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.

Speak with a charity expert

Our free consultations are informal and informative. We’ll discuss how our investment solutions work, and which options could be a good fit. Or we can simply answer any questions you might have. You don’t have to make any commitment. We’ll simply do everything we can to help, then leave you to make up your own mind.

Start the conversation

Investment resources 

Understanding investing

Our guide can help you understand the investment journey.

Download our guide

Why do charities invest?

Making the most of your charity’s funds is one of the biggest responsibilities you face.

Is investing right for your charity?

Need investment advice?

If your charity needs specific investment advice, check out our Investment advice for charities page for more information.

Check out our hints and tips

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).

Full legal information

Full regulatory information