Insights

How can trustees know when their charity is at a financial tipping point?

We’re talking about a transformative financial event that means governance and other arrangements need to shift gear and new questions need to be considered by the board.

It could be anything from a legacy left in someone’s will, to the sale of a long-held asset such as land, and many things in between.

Whatever the case, knowing its significance and responding appropriately is key.

This week, the team at @LGT Wealth Management are here to help with a FREE guide that shares some practical resources and top tips, including:

💡 Creating an investment policy statement (IPS)

💡 How to deal with fear of the unknown in decision-making

💡 Revisiting governance structures

💡 Relevant Charity Commission guidance you need to consider

👉 Read the article in full and get the insights to help you and your board here: https://bit.ly/43CKMH2

Have a great week!

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