Quilter Cheviot Investment Management Roundtable Leicester - What are reserves for?

Quilter Cheviot Investment Management

Balancing the interests of beneficiaries while ensuring you spend donors’ money wisely is a perennial challenge for trustees. Add into the equation the fact that, if inflation averages 3% per annum, you need to double the value of your charity’s assets (cash & investment) every 25 years just to maintain the spending power. So the real challenge facing trustees is: how do you ensure effective financial management of your charities reserves?

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