Building financial resilience through investment when donations fall

Voluntary donations are at historically low levels, public sector funding is under pressure, and charities should be looking to maximise cashflow from their investments without penalising future beneficiaries. Writing or reviewing your investment policy, in light of The Charity Investment Governance Principles, with consideration to maximising your returns and preserving your investments for the future is part of bridging this funding gap. This session will also consider how charities that had previously invested for income might benefit from a total return investment approach.

What we’ll cover:

• Addressing your investment policy statement/CIGP - Rachel Williams
• Income vs Total Return Investing - Samuel Moore