Insight Articles

Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.

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...

Current List of Counterparties

Attached is a current list of the counterparties we assess. However, we are happy to add to this list upon req...

Free Trial Offer Period (with no obligation to subscribe)

To register for a free trial offer period that lasts until the 31st January 2022 please complete the “Contact ...

COP 26 - Concrete changes

Climate considerations at the start of COP26

Your Treasurer Due-Diligence Service Overview

Download Your Treasurer Due-Diligence Service Overview - September 21.pdf

Inflation for Charities

A parable on inflationary factors for charities

When amber is green and not red.

Helping charities understand the difference between guidance and the law. (Click below for more. 2 minute...

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 ca...

Does a charity need a specialist charity investment manager?

Some simple reasons why charities should appoint an investment manager who understands the particular needs of...

Revenge tourism, safety, and the spectre of inflation

https://www.yokeandco.com/articles/152-revenge-tourism-safety-and-the-spectre-of-inflation

The hidden costs of charity investment and things you should consider

Some insight to the problems of assessing investment management costs that are often overlooked by charities a...

No one has ever become poor by giving

A few observations of charities during the extraordinary year that was 2020

Selling the family silver

What good are reserves if you never use them when you need them?

Maximizing impact

If impact lies in delivering benefit to beneficiaries, there are more impediments than simply not aligning mon...

Nagitating the bumps

Ganesh, the ever-popular Hindu deity, is famous for his ability to dismantle obstacles, doubtless because he i...

Is Total Return still too terrifying?

Many charities that rely on investment income are having to make hard choices about their finances for this ye...

Live after Lockdown

The initial shock of the lockdown in March to combat Covid-19 was a big blow to society and we abruptly got us...

Comparing statistics in a Covid-19 world

Many charities will have received investment reports recently, outlining the impact of the Covid-19 pandemic o...

Short of investment income? Some suggestions

Investors who rely on dividends and property income to fund their spending will be looking at the next twelve ...

We all need LUV

After the ongoing pandemic crisis impacts on the economy, the question is what shape will the recovery be; L, ...

How do charities approach investing in line with their purpose and values?

The Charity Commission recently published a blog post that discusses how charities may approach inve...

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 ...

6 key considerations for Charity Trustees when reviewing Charity Investments

Whether you are new to being a Charity Trustee, an experienced Trustee or simply someone interested in becomin...

Where’s the ‘F’ in ESG?

We too easily forget the progress that has been made on ESG over the last decade, to the extent that I suspect...

The links between lunch and risk

There is a famous study in which judges are found to hand out harsher sentences before lunch rather than ...

My terrible mistake!

In honour of Trustees’ Week, here’s a cautionary tale. So there I was, sitting in front of the ...