Insight Articles

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

Managing digital and AI risks in your charity

As digital tools and AI become increasingly embedded in the charity sector, understanding and managing the ris...

Yoke's summer charity quiz

Are you entertained or engaged by your charity's investments? Here is a little quiz that answers that question...

Don’t let apathy cost you money

💸 Don't Let Apathy Drain Your Charity's PotentialLearn How to Make Your Cash Reserves Work Harder for Your Cau...

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!

Five steps towards a charity merger

By Mary Wessel, Charity Digital A successful merger can give charities a more secure future, allowing them to ...

How to succeed as a small charity trustee

Charity Digital explore the challenges facing trustees at small charities, the main skills the role requires, ...

How to get free tech for your charity

Charity Digital explore how organisations can access free tech, discounted tech, free tech consultations, free...

Cash and treasury management - time to review your strategy?

Significant rises in global interest rates over the last year have had a large impact on investment and cash m...

Are your Charity’s investment reviews robust enough?

Regular investment reviews are vital for charities to ensure alignment with objectives, risks, and comply with...

Charity facts you need to know in 2025

The team at Charity Digital share all the latest facts and statistics about the charity sector, looking partic...

What to know when selecting a Charity Investment Manager

With bespoke management, collective investment vehicles, and advisory solutions, the investment options availa...

Time to review your Charity’s Investment Policy Statement?

In the wake of the Butler-Sloss v Charity Commission judgement and with the Charity Commission expected to pub...

Investing charity assets – getting risk and strategy right

When it comes to charity investment portfolios, putting in place the right strategy and finding the correct ba...

Admincontrol Joins the UK G-Cloud 14 Framework !

We’re excited to announce that Admincontrol is now officially part of the UK Government’s G-Cloud 14 Framework...

Budget 2024: Chancellor gives with one hand, takes with other

Budget 2024: Chancellor gives with one hand, takes with otherThe Chancellor gives with one hand and takes with...

ARC Charity Indices Report - September 2024

Purpose and OverviewThe ARC Charity Indices track the performance of discretionary charity portfolios to provi...

2024 Q3 Commentary: Sound as a Pound

In this article, we examine the impact of FX hedging strategies on portfolio performance for investors, questi...

How charities can support job sharing

With the sector facing a skills shortage, job sharing is one way to access a greater range of skills and exper...

Charity Investment Consulting Partnership launched to drive better outcomes for UK charities

·    The CICP will work with the Charity Commission, membership organisations, asset managers...

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...

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...

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...

How to combat online misinformation

We outline the best strategies for tackling inaccurate information The digital age has exposed many people all...

2024 Q2 Commentary: Catching the Gold Bug

Our Q2 2024 commentary, "Catching the Gold Bug," explores gold's enduring allure and its strategic value in to...

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...

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...

£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...

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...

Time for Tennis

When consistency of returns means more than points.

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...

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...

FJ announces new principal consultant

FJ Philanthropy, a specialist management consulting firm, is delighted to announce that Anne Hayward is j...

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...

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&...

What is digital ethics?

As charities move to digital in many of their activities, we examine the importance of a code of digital ethic...

FJ brand video

You can view our brand video here.

2024 Q1 Commentary: Facing Up to Reality

The persistent effect of inflation on investment returns is obscured by the money illusion of nominal returns....

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...

Welcome to Admincontrol' s Board Evaluation Tool

Admincontrol' s Board Evaluation is developed through years of experience with evaluating boards and optimisi...

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...

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...

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 ...

The delicate dance of donation diplomacy

New guidance from the Charity Commission seeks to guide on the principles of gift acceptance. hashtag#philanth...

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: Setting your objectives

This is the second article in the series on Strategic Investment Framework for Charities that we worked on in ...

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...

The importance of taking independent investment advice

The importance of taking independent adviceNavigating the world of investments can be difficult and often da...

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...

2023 Q4 Commentary: Celebrating 20 Years of Insights

Thanks to the willingness of participating discretionary investment managers to provide transparency on the pe...

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...

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...

ED&I at GatenbySanderson

https://vimeo.com/903387171?share=copy

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 ...

How artificial intelligence is impacting finance

The ramifications of artificial intelligence (AI) are widespread across the local and global economy. The fina...

Buyer personas: the most powerful tool in a marketeers toolbox?

Author: Ned Wells, Director at Cicada ConsultingEmail: [email protected] a person...

Free advice - resist change!

In Paul Johnson’s book, ‘Follow the Money’ he explains that all governments know the top three things they sho...

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 yo...

Embracing Cybersecurity in the Charity Sector

In today's digital age, charities are not immune to the ever-evolving landscape of cybersecurity threats. As s...

2023 Q3 Commentary: Net Zero: Are You an Ostrich or a Meerkat?

Nearly all countries have signed up to the UN Paris Agreement, a legally binding international treaty with the...

What is a CIO and do I need one?

Beware the additional costs of outsourced investment services.

How to write an incredible blog

Here we outline some of easy-to-follow steps for blog content. Blogs have evolved since the journal-type forma...

Free Guide on HR & Health and Safety complaince checklist

We have put together a guide of some information needed to ensure you stay compliant in your buisnesses. click...

Social Enterprise business models - how does yours work?

Author: Ned Wells, Director at Cicada ConsultingEmail: [email protected] the summer of 2023 I fou...

An interview with Catherine Eadie, Director of MHSCOT Workplace Wellbeing

Meet Catherine Eadie, Founding Director of MHScot Workplace Wellbeing CIC. It’s a fab social enterprise t...

An interview with John Shaw, Founder of Chiltern Rangers

Meet John Shaw, Founder and MD of Chiltern Rangers, a social enterprise in Buckinghamshire focusing on tw...

An interview with Stuart Dawks, CEO of PECT

Meet Stuart Dawks, CEO of PECT, an environmental organisation working in education, natural env...

An interview with Adam Bastock, Founder of Small 99

Meet Adam Bastock, Founder of Small 99, a business offering carbon reduction plans for companies of up to...

Charity Commission updated guidance

Latest guidance from the Charity Commission on investing charity money

A brief guide to charity insolvency (and how to prevent it)

Insolvency is a subject that most people tend to avoid. It’s no secret, however, that since the pandemic, ch...

The essential CFO: revisiting the reserves policy

The pandemic exacerbated financial sustainability issues faced by charities. Many have already had to redefine...

The essential CFO: aligning finance with strategy

Every charity needs a financial strategy, supported by well-documented, monitored and reviewed internal f...

How to finesse financial decision-making

Balancing investment, spend, and operations is a tough matter for financial teams. This is especially true giv...

2023 Social Impact Report

Charity Bank, the loans and savings bank for social good, is proud to unveil its 2023 Social Impact Report...

2023 Q2 Commentary: Simply the Best?

Whether browsing the financial press, reviewing proposals from discretionary investment managers or comparing ...