SERVICES FOR CHARITIES

Financial Planning

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Helping your charity or social enterprise become more resilient.

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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.

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Building resilience through effective financial planning

Finances can be a source of worry for charity leaders even in the best of times. The good news is that there are strategies available that you can evaluate and pursue when seeking to boost your financial resilience. 

Financial planning is a key part of ensuring charities’ successful operations. Through considering options for protecting and growing income in both the short- and the long-term, you can build financial resilience for your organisation and become better placed to meet the needs you are committed to supporting. Such options include income diversification, whether and how to deploy reserves, and reviewing the charity’s investment strategy. 

Explore our financial planning resources, featuring expertise from within CAF, CAF Bank and contributions from key charity sector organisations, for ideas on how to develop your charity’s financial resilience.

 

Resources to inspire forward financial thinking

A strategic approach to deploying your charity reserves

Develop a strategy for managing your funds

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What to consider when diversifying income

Find the right mix for your charity

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Strategies for increasing cash flow

Maximise your organisation's cash flow

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The five ‘P’s of good charity investment governance

To help you manage your investments

Read the article

How to run an investment manager review process

Tips to help you in your forward planning

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Sources of funding every charity should consider

Explore your options when it comes to income sources

Read the article

Management accounting: the basics

A choice between charity impact and financial resilience?

Read the article

Make your money go further

Your charity needs good financial management to deliver your charitable aims and make your organisation more resilient. CAF's products and services help you manage your finances and expand your sources of income.

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Get a flexible loan

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Manage your day-to-day banking

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Invest your reserves

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Apply for a savings account

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Speak to our team

Further resources beyond the hub 

Here are some useful external resources on financial planning that you may wish to explore: