Insights

Did you know, a massive £31bn of charity assets could be sitting idle?

It’s a stark statistic – and pertinent to an important decision that many trustees may need to make. Should their charity hold its cash in the bank or invest some?

If you’re currently pondering this (or you’re a charity finance team working on recommendations for your board to consider), we’ve published a helpful article on our website to assist you. It’s from the team at @Broadstone and explores:

💡 Saving and investing

💡 A common misconception

💡 Practical steps you can take to invest strategically

💡 Investing for good as well as for financial return

👉 Read it all on our website here https://bit.ly/3Wyt7Np and see if it could help you to help your charity do more with its money.

Have a great week!

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