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
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.
- 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.
- Event
Responsible Investment Event 2026
Evelyn Partners is delighted to invite you to an engaging evening exploring the innovations shaping the future.
- Event
Leeds Charity Conference 2026
Join Evelyn Partners for our 2026 Leeds Charity Conference - a dedicated event offering support, insight, and practical training for the charity sector.
- Insight
What is at stake with the Trump–Xi summit in mid-May
US and China are deeply economically intertwined; their relationship is increasing shaping geopolitics and influencing financial markets
- Event
Structuring your charity’s capital campaign
A capital campaign might be a sprint or a marathon, but in either case, structure is critical to success. Join Evelyn Partners and Gifted Philanthropy for an insightful webinar designed to help charities plan and deliver effective capital campaigns.
- Insight
Investors are switching focus to earnings growth over energy risks
Earnings appear to be driving equities as investors look past the Middle East conflict.
- Insight
US private credit risks are probably not systemic
Private credit is facing rising stress and scrutiny, but it’s unlikely to spark a wider financial crisis.
Trustee training videos
Webinar 21 March 2025
Our experts talk about recent movements in the gilt market, what exactly Total Return investing is, and how to recruit and manage more diverse boards of trustees.
Diversification
Philip Kelly talks about the importance of spreading assets across different types of investments within a portfolio
Investment Policy
Caroline Jarvis Gee talks about investment policy statements, what they are what it should be included and how often it should be reviewed
Investment objectives
Luke Hunter talks about why it’s important to have investment objectives and what you need to consider
Responsible investing
Emma Moffat talks about an introduction to responsible investing covering; integration, screening, thematic investing and stewardship