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Articles tagged “Fundraising and Income Generation” Clear filters
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Investment Report No.87
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Annual Letter to Investors
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Learning the art of smaller profits
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Charities don’t pay tax…right? Understanding when income becomes trading
Funding challenges are not new to charities, although their scale and complexity have undoubtedly intensified. Local authority contracts that fail to cover core costs, reductions in long‑term grant funding and a cooling…
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Latitude Global Fund Latest Factsheet
https://www.latitudeim.com/the-latitude-global-fund
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Latitude Horizon Fund Latest Factsheet
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The Modern Philanthropist: Practitioner perspectives
Philanthropy is evolving. It is becoming more strategic, more impactful, and more deeply personal. At Barclays Private Bank, we recently brought together philanthropists, charity leaders, and advisers to launch The…
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How are Modern Philanthropists making a difference?
Philanthropy is one of the most meaningful societal contributions any of us can make in our lifetime. Whether through financial gifts, time, expertise or social capital, each of us has the opportunity to help causes…
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💡 Why does generosity rise at Christmas — and how can charities harness that?
Our latest article dives into: • The deep roots of charity and giving through history • Key motivations behind why people donate more in the festive season • Practical ways charities can turn that seasonal goodwill into…
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Income Matters No.9
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Regional diversification can offset the concentration risk offered by the US
Headlines warning about “stretched” valuations and “bubble‑like” price action—especially in US technology—naturally make investors nervous. High valuations, however, are not a timing tool for getting out of markets. They…
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Gift Aid: more hassle than it’s worth?
By Ross Palmer, Tax Director, Sayer Vincent Since its early beginnings in 1990 and following its expansion in scope in 2000, Gift Aid has raised tens of billions of additional funds for charities across the UK making a…
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FJ in conversion with Paul Croney
Interview with Paul Croney
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How UK charities can benefit from cross-sector collaboration
By Emma Wilder We know and we understand the constant challenge charities face in securing more funding, more resources, and more support. With challenges surrounding finding the right trustees, boosting your volunteer…
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Multi-Asset Strategy Insights – Dynamic Asset Allocation
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Investment Report No.85
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Far From the Finishing Post – Sebastian Lyon and Charlotte Yonge (Troy)
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Half Year Letter to Investors
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Top tips for charity partnerships and mergers – 10 key takeaways
By Laura Treneer We know that Jesus said people would know that we’re followers “if we love one another”, but what does it look like, as Christian charities and churches, to go beyond communication, cooperation…
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New UTB Base Rate Tracking Easy Access Account for Businesses and Charities Pays 4.05% Gross* Interest with 6-Month Bonus
Charities Get 4.05% Without Tying Up Funds New! 4.05% Easy Access Savings 💰 Make your funds work!
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Five steps towards a charity merger
By Mary Wessel, Charity Digital A successful merger can give charities a more secure future, allowing them to save costs and deliver great services. But it’s a big decision that needs careful consideration and a lot of…
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CharitEpulse: (podcast) Government grants, global giving and governance
In this episode of CharitEpulse, the trio discuss: Are governance reviews worth doing? Are Deputy Chairs needed? Charitable giving by UK's wealthiest increased by £500 million, but questions arise about the relevance of…
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Child sponsorship programmes: check you are compliant
The Fundraising Regulator (FR) has published new guidance on child sponsorship following complaints about the fundraising model. The guidance is relevant to charities that ask donors to sponsor a child by making a…
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Far From the Finishing Post – Seth Brennan (Lincoln Peak Capital)
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Investment Report No.84
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Bean counters, maybe… but we make every bean count
The term ‘bean counter’ has followed Accountants around for years, and we like to think that most of us can take it in good humour! We assume it’s a tongue-in-cheek nod to our focus on the numbers, but, if you look it up…
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What Liberation Day means for charities
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Case study: Investment in funding support yields 31x ROI
“Working with Clare has been hugely beneficial for Faith in Later Life. Her expertise, can-do approach, strategic thinking and ability to identify the right funders have helped us not only secure our ongoing work but…
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An Interview with Bob Brackett: Commodities, cycles & the future of energy
The this episode of Waverton’s Why Invest? podcast, host Luke Hyde-Smith is joined by Bob Brackett, Head of Americas Energy Transition and Managing Director Senior/Research Analyst at Bernstein, covering Global Metals &…
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How small strategies can add up for charities in 2025
By Jonathan Orchard , Partner, Sayer Vincent It’s often easy to focus on negative headlines, and sometimes, it feels like there are more of these than there are positive ones. So, when I read the recent Charity Pulse…
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How to hone your grant fundraising strategy – 5 lessons from the funders
By Sean Tully Early in 2021, Action Planning helped a national charity to rethink its grants strategy. The client had benefitted from the support of a small number of some of the larger UK trusts and was of the…
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Far From the Finishing Post – Matthew McLennan (First Eagle)
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Income Matters No.8
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Who is batting for Trustees?
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Budget 2024: Chancellor gives with one hand, takes with other
Budget 2024: Chancellor gives with one hand, takes with other The Chancellor gives with one hand and takes with the other By David Prosser It might be described as a balanced budget – for savers and investors at least…
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Charity marketing - Part 1: Tactics and relationships
Among all the services we offer to the charity sector, the one that receives the most demand is help with fundraising at the strategic level. Charities want to know how they can raise their profile, get their message…
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Fundraising for a specific project? Why it pays to carry out a feasibility study
By Andrew Rainsford When you need to fundraise for a specific project, it may seem counterintuitive to begin by spending money. That’s the thinking that holds a lot of organisations back from carrying out a fundraising…
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Inspired Magazine: The next generation of conservation
** This article is an excerpt from our Inspired Magazine publication** Two next-gen philanthropists share their unique insights on grant-making and family collaboration, as they juggle fulltime careers with being donors…
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Tax for charity fundraisers made simple
Fundraising is the lifeblood of many charities. We encourage you to share this simple guide with your teams and trustees. It explains the main Gift Aid, VAT and direct tax consequences of sixteen common charity…
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Small charities need a louder voice
By Clare McIntosh and Laura Treneer “Underfunded and overlooked”. This is how grassroots charities are described in the May 2024 report by the Centre for Social Justice. It is a deeply concerning read. Here’s one…
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Investment Report No.80
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Income Matters No.7
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Responsible Investment No.13
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Investment Report No.81
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UK Charities Could Generate Extra Income Equivalent to Six London Marathons a Year by Earning Just 0.5% More Interest on Cash Reserves
https://www.utbank.co.uk/savings-and-deposits/how-uk-charities-could-boost-income/
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How to boost your charity’s marketing: Five top tips
There’s an almost endless list of things for your charity to consider when developing or polishing up a strategic marketing plan. Here are five of the most important: 1. Who are your audiences? Everything in marketing…
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How to Make Your Money Work Harder
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Interest Rate Prediction Uncertainty
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Managing Charity Cash Surpluses
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Quick Guide to Savings Accounts for Charities
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Can a charity borrow money from a bank?
Can my charity borrow money from a bank? Is borrowing possible for a charity? Does a charity need express power to borrow? We go through the first things to consider when a charity is thinking about taking out a loan…
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Castlefield sponsors Northern Sustainability Summit
At Castlefield we like to share our mission of 'gathering assets to do good'. Sustainability is in everything that we do, so we're delighted to share that we'll be sponsoring the 2024 Northern Sustainability Summit…
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The cost of living crisis: grant making foundations
Part one of the series provided a very valuable insight, highlighting the effect of the cost-of-living crisis for many charities, and how they can adjust their fundraising model to relieve pressures. In this piece, we…
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Legacy fundraising: now or never?
By Claire Smith “We know we need to do legacy fundraising, but we don’t know where to start.” That’s a query I hear often, especially from small charities where one person is often responsible for multiple income…
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Get that grant! How to add some bang to your bids
By various Action Planning Associates Funders receive tens, if not hundreds, of applications – how can you make yours stand out? We asked some of our experienced fundraising consultants for their tips on putting together…
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Big Give Christmas campaign – now is the time to start planning
By Emma Goulds If you are like me and thinking about Christmas in Autumn makes you groan, the idea of doing any planning for it this side of the Summer might not be very appealing. But if you are contemplating digital…
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The delicate dance of donation diplomacy
New guidance from the Charity Commission seeks to guide on the principles of gift acceptance. hashtag # philanthropy hashtag # charity hashtag # donations hashtag # consultancy hashtag # fundraising Read the full article…
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The cost-of-living crisis: how does this impact the charity sector?
The cost-of-living is already felt by many. Whilst it is affecting individuals and families across the UK, it is also having an increasing effect on the charities sector. Our Head of Charities and Philanthropy, Rupert…
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Action Planning and the Stephen Lloyd Awards – incubating brilliant ideas
Now in its 10 th year, the Stephen Lloyd Awards is an invaluable catalyst for bright ideas. Since 2015, when the Awards were launched by Bates Wells Foundation in memory of Bates Wells’ former managing partner, they have…
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How to raise funds for nonprofits and charities
At Moore Kingston Smith Nonprofit Advisory , we often work with nonprofits and charities that are facing changing financial circumstances. This is the first in our series of articles that explore the seven different ways…
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BRICS and BATS
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Guide to Giving
Welcome to our ‘Guide to Giving’ Created by our in-house philanthropy team, its 12 chapters are designed to help you navigate the fast-evolving world of modern giving. As well as exploring key issues donors face and…
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One from the heart – How to add some love to your fundraising campaigns
By Tim Glynne-Jones, with Naomi Buckler, Supporter Communications specialist, and Faith Chrisp, Customer and Supporter Experience specialist It’s Valentine’s Day – one day of the year that’s bound to set your letterbox…
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An A-Z of charity terms and definitions
We have compiled an extensive glossary of all phrases and terminology related to the charity sector, philanthropy, and non-profit organisations, and offer a succinct description of each. A Advocacy: Advocacy means…
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Five ways to improve your fundraising copy
By Claire Smith You have an incredible opportunity this Easter – an opportunity to love your donors, remind them how amazing they are and grow your income. How? By truly putting your supporters at the heart of your…
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ED&I at GatenbySanderson
https://vimeo.com/903387171?share=copy
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A Christmas Gift
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Beware the sheep!
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Foregoing the fundraising: how can charities harness the power of marketing to increase their unrestricted revenue?
It’s not a great time to be a charity. There it is. Not an easy thing to hear, but it’s probably not news to you either. The truth is that charities are living through an unprecedented fundraising crisis. More and more…
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Reorganisations and Restructures: Implications for Sponsor Licences
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What Are Reasonable Adjustments and When Are Employers Required to Make Them?
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Managing Sickness Absences in the Workplace
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Gendered Insults Against Transgender Employees: Gender Reassignment Discrimination?
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Citibank Employee Fairly Dismissed for Falsifying Lunch Expenses Claim
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The Office Christmas Party : Advice for Employers
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Government Consultation Response to Holiday Pay and Tupe Reforms
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Sedulo Foundation Launch
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When is an Independent Examination required?
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Charity fundraising supply chains and ESG
“Who steals my purse steals trash; ’tis something, nothing; ’twas mine, ’tis his, and has been slave to thousands; But he that filches from me my good name Robs me of that which not enriches him, And makes me poor…
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Philanthropy in Asia: The power of next gens
Whatever your chosen cause, there has arguably never been a more exciting time to be involved in philanthropy. As the world wakes up to the urgency of issues such as racial and health inequality, the possibilities for…
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Unlocking the secrets of sustainable growth: four signs that growth can endure
Key Points The best companies can compound earnings at a double digit rate for a decade or more. They deliver enduring growth Such businesses are rare and valuable, both to shareholders and to wider society The…
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Russell-Cooke sponsors Getting On Board’s new Trustee Learning Programme
Russell-Cooke’s charity and social business team has entered into a sponsorship agreement with Getting On Board, a trustee recruitment and diversity charity seeking to widen access to trusteeships, focusing primarily on…
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Foregoing the fundraising: How can charities harness the power of marketing to increase their unrestricted revenue? (1)
As funding is squeezed ever tighter and charitable giving is under increasing pressure, Marketing Consultant, Ned Wells, examines how and why trading charities should build a solid marketing strategy to increase their…
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Practical steps for keeping your capital appeal spirits high
This week I’ve spoken with two church pastors who are struggling to raise the funds they need for their church building projects. Both are relatively small projects (sub-£500k). Both have planning permission and are keen…
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Charity partner – how to make the most of other people’s events
By Tim Glynne-Jones If you watched Glastonbury, the thought may have crossed your mind, “Wouldn’t it be great to be Greenpeace, or WaterAid, or Oxfam?” – one of the festival’s three charity partners. All those people!…
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The art of attracting a Royal patron: tips and strategies for success
By Andrew Middleton Gaining royal patronage can be a game-changer for a charity, bringing attention to its cause and providing a sense of credibility that can open doors and attract support. Having worked with two…
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The ultimate guide to working with Royal Patrons – Top tips for maximising the benefits, navigating the protocols and avoiding common pitfalls
By Jean Collingwood I’ve had the honour and pleasure of working with Royal Patrons throughout my career as a charity leader for different causes. I still remember my first meeting with each of them: the time of day and…
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5 common philanthropy myths
If you have the resources and motivation to do so, supporting the causes you care about can be one of the greatest privileges of wealth. But despite its ample rewards, modern philanthropy is surrounded by myths and…
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Ramadan - What Are Some of the Key Considerations for Charities and Employers?
This year Ramadan started on the 23 March 2023 and is observed by over 1 billion Muslims across the world as a period of fasting, prayer, reflection and community. During the month of Ramadan, many Muslims fast for 30…
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Brevity is the soul of wit
How clever people can express intelligent things using very few words.
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Next generation philanthropy
With trillions of dollars of family wealth expected to transfer across generations in the coming decades, next generation philanthropy is a hot topic, and one that is already challenging traditional ways of giving. In…
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Four ways inflation will affect your charity
Below we cover some of the most important things your charity needs to know in an era of high inflation. Inflation can play havoc with your charity’s finances in many different ways. Some – like rising energy bills and…
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3 ways to align your charitable culture with selling services
Action Planning Associate Ned Wells works with charities to help them raise funds through selling their services and expertise. In this talk he addresses the cultural challenges that charities face when talking about ‘…
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Not Sure Which Not-For-Profit Legal Structure to Choose?
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The Importance of Managing Conflict of Interests in Charities
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Valuable Resources for Small Charities
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The meaning of charity at Christmas
We explore what compels people to donate during the festive season and how charities can replicate that good will in future fundraising. The Oxford English Dictionary defines charity as: ‘the voluntary giving of money or…
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Legacy Income - 10 Top Tips
Maximising your charity’s legacy income: 10 top tips Does your charity receive legacy income from gifts in wills? If so, ensuring it receives its full entitlement in an appropriate and timely manner is paramount. Legacy…
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12 Days of Giving
12 Days of Giving is our festive final phase of Movement for Good 2022 . In December, we’ll be giving 120 charities £1,000 each over 12 days. The first draw takes place on December 1st and the last on December 16th with…
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Royal patronage – how and why should charities apply?
The Queen was patron of 433 charitable organisations at her passing a reflection of the duty and commitment that she embodied throughout her reign. There's no doubt that having her as a patron had a significant and…
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Charity Times Awards 2022
Charity Times Awards 2022 We are delighted to announce that our charity fund, The Property Income Trust for Charities (PITCH), won the Boutique Investment Management Award at the Charity Times Awards in September. Well…
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Charities and ESG
ESG is about doing good. So surely all charities are on top of ESG matters? By definition charities are institutions that advance exclusively charitable purposes – all good stuff like advancing education, relieving…
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Charities and ESG: What does it mean for the charity sector? Why are not all charities naturally good at it?
ESG is about doing good. So surely all charities are on top of ESG matters? By definition charities are institutions that advance exclusively charitable purposes – all good stuff like advancing education, relieving…
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Fundraising in a recession: our top five tips
Sarah Coop, our new Fundraising Consultant, reflects on COVID-19, the current cost-of-living crisis and how she’s bringing her expertise to Buzzacott to support fundraisers and charities assess their strategy, objectives…
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Restricted & Unrestricted Funding
Hi, my name is Moragh and I run North West Numbers CIC which provides bookkeeping and accountancy services for small charities, not-for-profits, and Social Enterprises Today I want to Simplify and demystify accounting…
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Accountancy Versus Bookkeeping
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The Rule of 72
A simple formula for charities to understand inflation.
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VAT & Property – Welcome to the Minefield!
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Effective Leadership in the Charity Sector
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What You Need to Know About Good Charity Governance
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Charity Management vs. Charity Governance
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Supporting Small Charities This Festive Season
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A 2021 Christmas Message from Emma Willder
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What Funders Look For in an Annual Report
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Does My Charity Need an Independent Examination?
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Hiring Your First Employee
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Machines or Designers? Why Designing for Social Impact Matters
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Challenges Faced by Small Arts Organisations
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Beyond Profit is Celebrating 5 Years in Business!
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Bookkeeping vs. Management Accounts – is there a difference?
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When should charities reject donations?
We look at when and how charities can choose to reject donations for legal or moral reasons. Charities in the UK are created with constitutions – the section of their governing documents that sets out the charity’s…
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The Benefits of Transparency in Charity Governance
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What is monkeypox?
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Yoke celebrates its 5th anniversary!
Five of our common threads with charities and their finances.
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EdenTree are proud to have sponsored The Charity CEO podcast Season 3
EdenTree are proud to have sponsored Season 3 of the popular Charity CEO Podcast, hosted by Dhivya O'Connor. To listen to some of the inspiring charity CEO's click below.
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Bursary and Scholarship Funds - what has happened to income?
Download Bursary and Scholarship Funds.pdf
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Gender Critical Belief
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Five ways to 50
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Can charities reject unwanted gifts left to them in Wills?
Many charities rely on legacies left to them in the Wills of their supporters. It represents a crucial form of income, now more than ever. But every year, alongside cash legacies, many charities are also left items that…
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What is the difference between donations, grants and fundraising?
As a charity, it’s important to know exactly where your sources of income come from. In fact, having this level of in-depth accounting analysis is vital for you to build and grow your charity. Also, to plan for the…
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Investment Outlook September 2021
The 15 August 2021 marked the 50-year anniversary of President Nixon taking the US off the “Gold Standard” - a monetary system whereby foreign central banks and governments could exchange their US dollar cash holdings…
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Rathbones - Reserves help to keep doors open at home-from-home for families of sick children
Trustee Carol Hart and head of fundraising Janet Pennington explain how, despite the pandemic, Alder Hey Family House Trust is still providing accommodation for the families of seriously ill children. Every year, ‘Mac…
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SIX SECRETS TO SUCCESSFUL CORPORATE FUNDRAISING
1. Join LinkedIn and make your profile the best it can be. You don’t need a Premium account, the free version provides plenty of access to people, companies, blogs etc. Interact with other people, comment on posts…
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JH&P joins Institutional Investors Group on Climate Change
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EdenTree’s Latest Carbon Footprinting Report
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Taking time to listen
Alison Lowe, Touchstone’s CEO and Darren De Souza, Community Health Development Manager talk about the Touchstone Loves Food initiative, the charity’s open and trusting culture, and the power of really listening.
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Building funding for the future
James Banks, Chief Executive of London Funders, talks about the fortitude of civil society, passionately committed funders, and how the pandemic has paved the way for a more collaborative and resilient funding…
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Engaging sponsors for your small UK charity
There are two types of sponsors that every charity needs to engage if they are to thrive. The first are sponsors who give money so the charity has the funding it needs to continue providing services to beneficiaries…
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The income challenge in a higher inflation world
It will not be news for many trustees that finding income is a challenge. Structurally lower interest rates have created a long-term headwind, lowering the returns expected from bonds. Equity income had proved a useful…
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Whose money is it anyway?
If you find that your charity is not certain who controls your money, get in touch with us and we can offer you some low cost, independent help to get you back into the driving seat.
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Investec Weekly Digest: All at C
Covid, central banks, containers, chips, cardboard, corporation tax, carbon, commodities, correlations and cryptocurrencies - all things influencing markets currently seem to start with 'c'. Our Head of Investment…
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Investec Weekly Digest: How Much Can You Afford to Withdraw in Retirement?
You’ve spent your whole life saving for retirement and now it’s time to enjoy the proceeds of your hard work. But it’s difficult to enjoy your wealth to the fullest if you are concerned that it may run out. Spending…
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Charities Reshaped by the Pandemic
Download Reshaped by the Pandemic.pdf
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Interview with Farms for City Children
Children’s author Michael Morpugo and his wife Clare share their thoughts on their charity work ambitions and the challenges of the pandemic
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The Climate Emergency – How Can Charities use their Investments to Respond to the Challenge?
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Introduction to Epworth
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Reserves help to keep doors open at home-from-home for families of sick children
Trustee Carol Hart and head of fundraising Janet Pennington explain how, despite the pandemic, Alder Hey Family House Trust is still providing accommodation for the families of seriously ill children. Click here to read…
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How Hallidays can help your charity
With over 175 years’ experience and 50 charity clients we’re the people to help you in this difficult financial climate. Learn more about how we can support you by visiting our website and reading our success stories.
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No one has ever become poor by giving
A few observations of charities during the extraordinary year that was 2020
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Academy Accounts Workshop | Part Two
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Academy Accounts Workshop | Part One
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Academy Accounts Workshop | Fund Accounting
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Academies Annual Update | Technical Update: ESFA Academies Accounts Direction and Financial Handbook
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Trustee Training: Impact Management
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Bitcoin: bearer bonds for the 21st century
Read more here: www.rathbones.com/knowledge-and-insight/bitcoin-bearer-bonds-21st-century
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AREF Annual Awards 2020
We were delighted to receive the news that PITCH has finished joint runner up in the category of Investor’s Award for Outstanding Achievement. About the AREF Annual Awards 2020: The Association has made a number of…
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When is a charitable gift valid and how to spend £500 million? The National Fund decision
This was authored by Nicola Evans , Charities Counsel, for the BDB Pitmans Charity Law blog . On 26 January 1928, Winston Churchill, then Chancellor of the Exchequer, issued a statement that: ‘… Within the last few days…
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The quest for income in a post-pandemic world
The pandemic has caused a great deal of uncertainty for investors, especially those that rely on dividend income such as charities and the retired. What should they do to guarantee their income in post-Covid times?
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Barclays Podcast: In conversation with Alexandre Mars
In this 30 minute interview Emma Turner, Head of our Philanthropy Service, is joined by Alexandre Mars who has been called the Bill Gates of Europe. Over the past 20 years, Alexandre has successfully launched and sold…
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Fundraising through commercial partnerships – some practical tips
This was authored by Sarah Williams , Legal Director, for the BDB Pitmans Charity Law blog . Fundraisers have, for a number of organisations, returned to the streets, and charities have found innovative ways to engage…
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Smith and Williamson's Charity Insight Articles
A full list of our Charity Insight Articles can be found at this link under Related Content: https://smithandwilliamson.com/en/services/investment-management-charities/
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Value vs. Growth and what it means when investing for income
Alex Hulkhory discusses the different investment styles and what these can mean for charities seeking income. Click on the link to read the full article…
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Charities and Coronavirus: Reflections on the sector following the 2008 financial crisis
It is impossible to predict the extent of the impact of the Coronavirus pandemic on our societies, but the role of charities and philanthropy in responding will be key. Whilst the circumstances of the economic crash in…
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Mind The Gap
I met a lovely fundraiser at an event last week who told me that one of the board of Trustees for her charity is retiring and they are struggling to get a replacement. This got me thinking…. Who would take on the role of…