Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
£31bn of Charity money sat idle?
RACHEL TITCHEN, Charities and Investment Director at consultancy BROADSTONE, calls for a more flexible and ad...
How charities can avoid 'revenue leakage'
Mistakes and poor organisation are costing charities more than £6bn a year, latest research has found. We look...
Mid-Year Outlook 2024
Welcome to our “Mid-Year Outlook”, the investment strategy update from Barclays Private Bank, which is also av...
Investing for the next decade
MEET THE NEW NORMAL, SAME AS THE OLD NORMALThe first few years of the 2020s have been characterised by huge sh...
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 powe...
The Unsung Heroes: Accountants Empowering Charities
In the world of social enterprises, charities, and not-for-profit organisations, the role of an accountant of...
Castlefield sponsors Northern Sustainability Summit
At Castlefield we like to share our mission of 'gathering assets to do good'. Sustainability is in everything ...
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 ...
Investing for Charities - a helpful guide
A book that cuts through the investment industry’s mystique and jargon to show you how you can set an investme...
Leading benchmark on workplace mental health in UK finds “revealing” gap between leaders and laggards
CCLA's third benchmark on corporate mental health shows just over one in four (24) of the UK’s largest listed ...
Investing for good: Exploring ways to create positive outcomes for society with your investments.
Investors are increasingly wondering if they can make a difference with their investments and contribute to su...
Everything you need to know about the Charity Commission
We explore how history of the Charity Commission, the role of the Commission in today’s society, how the Commi...
What are the changes to Child Benefit and how will they affect high earners?
Child Benefit has gained some attention recently in the press. The chancellor announced some immediate changes...
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 ...
Castlefield joins the Financial Vulnerability Taskforce Charter
We’re pleased to announce that Castlefield has pledged their support to the Financial Vulnerability Taskforce ...
FJ announces new principal consultant
FJ Philanthropy, a specialist management consulting firm, is delighted to announce that Anne Hayward is j...
Get that grant! How to add some bang to your bids
By various Action Planning AssociatesFunders receive tens, if not hundreds, of applications – how can you make...
Revolutionising Charity Governance - A great CEO insight to Admincontrol' s Board Portal offering for Charities.
Mark Bishop, CEO of Dynamic Earth, implemented the Admincontrol board portal as one of his first decisions whe...
Waverton: A Truly Integrated ESG Approach
James Pike and Stefan Rheinwald: A truly integrated ESG approach. Waverton's approach is truly integrated...
Reporting serious incidents to the Charity Commission – is there a legacy context?
The Charity Commission regards Serious Incident Reporting as an important element of its regulatory approach. ...
Workshop: A step-by-step guide to managing financial budgets
APPLY NOW Managing charity budgets can be a daunting prospect, particularly in times of economic uncertai...
How to make better decisions with charity data
It is no secret that charities are home to more data than ever before. With the advent of digital fundraising&...
Big Give Christmas campaign – now is the time to start planning
By Emma GouldsIf you are like me and thinking about Christmas in Autumn makes you groan, the idea of doing any...
CCLA co-files shareholder resolution at Amazon’s 2024 AGM
CCLA co-files shareholder resolution calling for Amazon to appoint a reputable third-party to produce a gap an...
Advocating for mandatory Scope 3 emissions disclosure
Here we discuss why we support mandatory scope 3 disclosure, why it matters and how companies are progressing....
Dancing to a different tune?
In sustainable investment circles it has been hard to escape the news that the world's top five money managers...
Working hand in hand with Charities
The charities sector group at Shakespeare Martineau have created a new video to help try and explain what we d...
Investing advanced school fee payments
As the threat of VAT being added to independent school fees becomes more realistic, we understand that there h...
What is digital ethics?
As charities move to digital in many of their activities, we examine the importance of a code of digital ethic...
Castlefield receive 2024 ARC Research 3D Award
Castlefield has been announced as recipients of the 2024 ARC Research 3D Award demonstrating Castlefield's com...
Waverton's Engagement and Voting Report 2023
As active, long-term investors, we prefer to build constructive relationships with company management and enga...
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 ...
Scrabble without the rules – It all spells creativity
The 13th April was National Scrabble Day, and to play his part in the celebration, David Saint shared an activ...
Castlefield launch latest annual stewardship report
Castlefield is delighted to launch our latest Annual Stewardship Report.Our latest Annual Stewardship report d...
How to make volunteering more inclusive
Volunteers are a lifeline for many charities, so it’s important to treat them with equity and fairness. Everyo...
How to handle Flexible Working requests
By Tracy MadgwickWhat does the new Flexible Working amendment mean for you and your organisation? How should y...
What type of accounts does your charity need to prepare?
Beyond Profit Ltd What type of accounts does your charity need to prepare? This really depends on what type of...
Market Perspectives April 2024
Welcome to our April edition of “Market Perspectives”, the monthly investment strategy update from Barclays Pr...
Global Market Review - March 2024
N.B. All performance details are in GBP terms unless otherwise stated.A combination of continued resilience i...
CCLA Sustainable Investment Outcomes 2023 report
Despite the growing attention on ESG, we believe the investment industry has not truly understood that the onl...
How to raise funds for nonprofits and charities
At Moore Kingston Smith Nonprofit Advisory, we often work with nonprofits and charities that are facing changi...
Welcome to Admincontrol' s Board Evaluation Tool
Admincontrol' s Board Evaluation is developed through years of experience with evaluating boards and optimisi...
Market Perspectives March 2024
Welcome to our March edition of “Market Perspectives”, the monthly investment strategy update from Barclays Pr...
Action Planning and the Stephen Lloyd Awards – incubating brilliant ideas
Now in its 10th year, the Stephen Lloyd Awards is an invaluable catalyst for bright ideas. Since 2015, wh...
Happy Easter from Admincontrol!
We hope you had a productive first quarter of the year and are looking forward to the Easter Break.At Admincon...
Newsletter March 2024
This month our team have been talking about the tax implications of hybrid working as well as taking a deep di...
2024 Engagement Action Plan
At Rathbones we are committed to being good stewards of our clients’ assets. This means we look to use the in...
Guide to Giving
Welcome to our ‘Guide to Giving’Created by our in-house philanthropy team, its 12 chapters are designed to hel...
Charity boards that are short on women are missing out
How many women do you have on your board or senior leadership team? The answer for most charities is, not enou...
What do charities need from digital? Join our steering group
Charity Digital and Dot Project are collaborating to deliver year three of a digital resilience programme fund...
Why you need cyber security?
Cyber security is important because our devices have become essential to our ability to deliver services, rais...
Charities Act 2022: further changes coming into force on 7 March 2024
When the Charities Act 2022 (the Act) first received Royal Assent back on 24 February 2022, it introduced a nu...
4 lessons from supporting 5 social enterprises - simultaneously
As my work supporting five social enterprises to become more adept at marketing and business development comes...
Your Guide to the Boardroom in 2024
Admincontrol' s essential guide to the global trends shaping boardroom agendas helps board directors focus on ...
Assessing risk along the path of change
Adapting to change is hard for any organisation, as we tend to be averse to change due to the risk involved. Y...
The delicate dance of donation diplomacy
New guidance from the Charity Commission seeks to guide on the principles of gift acceptance. hashtag#philanth...
How to stop repeating your recruitment mistakes
In case you missed it, Friday 2nd of February was Groundhog Day, a date that has become synonymous with r...
Should charities invest in Artificial Intelligence (AI)?
The emergence of artificial intelligence (AI) as a business tool and as an investable theme presents a compell...
Foundations of a Robust Charity Investment Strategy: Risk, Return and a bit of maths
This article continues our exploration of Strategic Investment Framework for Charities, a series of articles f...
Foundations of a Robust Charity Investment Strategy: Thinking About Risk
This article continues our exploration of Strategic Investment Framework for Charities, a series of articles f...
Foundations of a Robust Charity Investment Strategy: Starting with the Basics
Introducing our new series of articles on Strategic Investment Framework for CharitiesWe are excited to announ...
Foundations of a Robust Charity Investment Strategy: Setting your objectives
This is the second article in the series on Strategic Investment Framework for Charities that we worked on in ...
Why should charities use an Investment Manager?
Having joined Harris Allday this last autumn as Head of Charities and Philanthropy – Rupert Cecil will be writ...
Market Perspectives February 2024
Welcome to our February edition of “Market Perspectives”, the monthly investment strategy update from Barclays...
How can data help charities to support their beneficiaries?
Data is everywhere, in everything we do. But many of us don’t capture this data, let alone analyse it. By doin...
The importance of taking independent investment advice
The importance of taking independent adviceNavigating the world of investments can be difficult and often da...
February freebie – what will you do with the extra day?
How often do you hear yourself saying, “I wish I had more time”? Well, every four years your wish is granted –...
How to recruit trustees for your charity
This free guide, sponsored by Rathbones, seeks to demystify the process and promote the practice of open recru...
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 S...
An A-Z of charity terms and definitions
We have compiled an extensive glossary of all phrases and terminology related to the charity sector, philanthr...
OpsPal overview - making your operations digital
So we here at OpsPal have teamed up with Charity Intelligence to offer you a highly discounted rate on our dig...
10 reasons why we built our digital operations software
Here is a quick guide on why we built our digital operations software:Click here to review1) Staff and volunte...
Biodiversity and climate change: A joint challenge
The emergence of nature and biodiversityThe case for tackling climate change has become increasingly clear to ...
5 Investment themes for 2024: Opportunities after ‘The Great Escape’
In the classic Second World War film ‘The Great Escape’, the odds of Allied prisoners of war escaping captivit...
Charities Act 2022 – Latest Developments
The next tranche of charity law reforms under the Charities Act 2022 are due to be implemented in March this y...
On our radar for 2024
As is traditional at the start of a new year, we’ve given some thought to what lies ahead and the likely impac...
Sustainable Finance: Balancing Financial Goals with Social Impact
In a recent discussion at the Navigating Change event, our audience heard from Guy Davies Co-Founder of Ch...
Five ways to improve your fundraising copy
By Claire SmithYou have an incredible opportunity this Easter – an opportunity to love your donors, remind the...
Has your Board had its MOT?
My car had its MOT last week and, at the same time, I had my NHS well-woman check, double whammy, and raising...
Telling research for reaching young people
By Laura TreneerThis month Youthscape has published the first part of its ambitious ‘Translating God’ research...
Broadstone Small Charities Investment Consulting Service
Broadstone launches investment consultancy service for small charities• Innovative subscription service for sm...
How A.I. can help charities confront the Cost-of-Living crisis
The benefits of using emerging technologies, such as artificial intelligence (AI), are vast. Here are some of ...
Top tips to set you on the road to net zero
What does net zero actually mean?The UK Government has pledged to achieve ‘net zero’ by 2050. That means that ...
Building on COP28 – next steps for the charity sector
By Tim Glynne-JonesAnother United Nations climate summit has been and gone (that’s 28 now), so what has been a...
Good governance
This time last year I was in the middle of a national speaking tour on governance for a network of food banks....
Outlook 2024 - Barclays Private Bank
Strong economic headwinds will likely persist in 2024, amid an increasingly fraught geopolitical backdrop, and...
How artificial intelligence is impacting finance
The ramifications of artificial intelligence (AI) are widespread across the local and global economy. The fina...
12 priorities for 2024
Find out the top tips that emerged as we asked Action Planning Associates to complete this sentence with chari...
An ESG Christmas Carol
Let Dr James Corah, CCLA’s Head of Sustainability, take you on a journey through ESG past, present and future ...
Launch of the CCLA Modern Slavery UK Benchmark 2023
The benchmark assesses the largest UK companies on how they are taking steps to eradicate modern slavery in th...