Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
INGO structure models for a fast-changing world
By David Bull The emerging “crisis” facing International Non-Governmental Organisations (INGOs) centres a...
Market Perspectives October 2024
Welcome to our October edition of “Market Perspectives”, the monthly investment strategy update from Barclays ...
CCLA-led modern slavery programme announces progress across corporate engagement, public policy and data
Our annual Find it, Fix it, Prevent it report outlines progress made by investors to combat modern slavery in ...
When initiative becomes disruptive: the dangers of "doing it in my own time" for non-profits
By Andrew MiddletonIn the non-profit sector, it’s not uncommon to hear the phrase, “I’ll do it in my own time....
Admincontrol's Board Portal - Used by Charities across the UK
Admincontrol' s Board Portal is utilised by Charities right across the UK. If you would like to learn more and...
Discover the new Admincontrol Board Portal iOS app!
The brand new Admincontrol iOS app is designed to optimise access to business-critical information and speed u...
Financial Statements 101: What You Need to Know
Financial statements can seem overwhelming at first glance, especially when you’re running a charity or social...
Fundraising for a specific project? Why it pays to carry out a feasibility study
By Andrew RainsfordWhen you need to fundraise for a specific project, it may seem counterintuitive to begin by...
‘Impact’ should be the be the beating heart of charity finance…not just a reporting requirement
When a word or phrase grows in popularity and is used with increased frequency, it becomes easy to assume that...
Responsible Investment Stewardship 2023
Waverton is committed to integrate sustainability throughout the business. Our sustainability strategy consist...
How much can charities spend from their investment portfolios?
How much can charities spend from their investment portfolios? This is a simple question, easy to answer. Firs...
Inspired Magazine: The next generation of conservation
** This article is an excerpt from our Inspired Magazine publication**Two next-gen philanthropists share their...
How to protect your organisation from fraud in 2024
Charities are not immune to fraud and can even be more vulnerable to it. Learn how to protect your charity fro...
5 ways to improve your organisational planning
Good organisational planning covers a number of facets, from strategic planning to management, communications ...
Tax for charity fundraisers made simple
Fundraising is the lifeblood of many charities. We encourage you to share this simple guide with your teams an...
What action can employers take in response to incidents of public disorder?
While the UK has previously seen incidents of public disorder, these have tended to be restricted in terms of ...
Updated guidance for charities on holding meetings in the Zoom era
On 19th July 2024, the Charity Commission refreshed its meetings guidance for charities in what it’s called ‘t...
Japan: The butterfly effect
Japanese equities have just experienced one of their biggest ever drawdowns. Carl Vine, Co-Head of Asia Pacifi...
Understanding how Unicredit is supporting the transition to net zero
Castlefield analyst, Barney Timson explains how we recently engaged with UniCredit, an Italian listed, pan-Eur...
How to combat online misinformation
We outline the best strategies for tackling inaccurate information The digital age has exposed many people all...
How to protect your savings from falling interest rates
https://www.utbank.co.uk/savings-and-deposits/protect-savings-from-falling-interest-rates/
How OpsPal can help charities governance an operations
Here is a link to a document that explains how we can help any charity improve their governance and how they o...
Spotlight on LGT Charities’ Team
About the team… The LGT Charities team has been working in partnership with charities by supporting trustees a...
Monthly Factsheets
Please click Read More button below for a link to the factsheets on our website.
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/
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 strate...
Engagement with The Gym Group to make their gyms even safer
In this Castlefield stock story, Eleanor Walley outlines our engagement with The Gym Group on the topic of gym...
Sustainability Disclosure Requirements (SDR) – What the FCA’s new regulation means in practice
On 28th November 2023, the FCA published its long-awaited Policy Statement on Sustainability Disclosure Requir...
£31bn of Charity money sat idle?
RACHEL TITCHEN, Charities and Investment Director at consultancy BROADSTONE, calls for a more flexible and ad...
Meeting an MP? The one question you must be ready for
By Claire MathysAny change of Government or Prime Minister brings with it new faces for campaigning organisati...
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...
Geo-politics and the investing landscape
Geo-politics’ is a term used to describe countries and their relationships. It’s fair to say we’ve seen an inc...
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...
Small charities need a louder voice
By Clare McIntosh and Laura Treneer“Underfunded and overlooked”. This is how grassroots charities are describe...
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 ...
UK Equities: a Buyers’ Market?
The UK market has been suffering at least a decade of chronic outflows, but we believe it may be about to turn...
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 ...
Fixed income: What’s the issue with the new issue premium?
Amid surging demand for investment grade (IG) corporate bonds, the new issue premium typically offered by comp...
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...