Charity articles and videos
In this section you will find insight articles and trustee training videos.
Insights and articles
- Event
Building financial resilience through investment when donations fall
With donations at historic lows and public funding under pressure, this session will look at how charities can improve cashflow from investments while protecting future beneficiaries. This webinar will consider The Charity Investment Governance Principles (CIGP) in respect of your charity’s investment policy and will explore how a total return approach might help bridge funding gaps.
- Event
Birmingham Charity Conference 2026
Join Evelyn Partners for our 2026 Birmingham Charity Conference - a dedicated event offering support, insight, and practical training for the charity sector.
- Event
Aligning mission with market reality
This session will provide practical guidance on how to approach your responsible investment policy, setting realistic parameters and understanding the effects of exclusions on achieving your charity’s longer term financial goals.
- Event
Liverpool Charity Conference 2026
Join Evelyn Partners for our 2026 Liverpool Charity Conference - a dedicated event offering support, insight, and practical training for the charity sector.
- Event
Charity Sector Update 2026
Evelyn Partners, Turcan Connell and Saffery have joined forces, and we are pleased to invite you to a morning event designed specifically for leaders and trustees working within the charity sector.
- Event
Bristol Charity Conference 2026
Join Evelyn Partners for our 2026 Bristol Charity Conference - a dedicated event offering support, insight, and practical training for the charity sector.
- Insight
Trump’s midterm misgivings: attention returns to US domestic politics
As US voter and global market anticipation builds ahead of the US midterm elections, we are publishing the first of three articles on this important subject.
- Insight
Investment Outlook: Markets face a game of two halves
A monthly round-up of global markets and trends
- Event
Good governance for trustees: addressing the investment skills gap
This session explores trustees’ investment responsibilities, fiduciary duties and the investment risks charities face. It will offer practical guidance on how to approach risk, setting investment objectives, working effectively with advisors, and asking the right questions to ensure strong governance and financial resilience.
