11 Key Steps for Trustees, 1 Giant Leap for Your Charity – Month 4


Month 4 – Investments

This month we focus on investments.

The decision of how much, when and what to investment in can be a challenging one for trustees. You must consider the current cash demands of the charity, the need for regular income and the desire for capital growth. These factors need to be considered alongside investment risk.

Environmental, social and governance factors are becoming increasingly important for charities when deciding their investment approach. It is also possible that investing is a way of delivering your charitable objective.

A well thought through investment policy, that is applied in practice, is the best way to deliver your investment aims.

This month’s article covers the key areas trustees should consider when investing.

To view the full report, please click here.