Guest blog: Stamp duty increase reinforces case for charity investors to invest in stamp-exempt funds

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June 15, 2016 at 16:07

In this guest blog, James Thornton from Mayfair Capital explores a more hidden benefit for charity investors from the Budget back in March.

Guest blog: SAVE Financial Planning

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June 13, 2016 at 11:22

This Guest blog is by Nick Dugdale, International Financial Planning & Analysis Manager at Compassion in World Farming, and treasurer at Attitude is Everything. Nick is undertaking a project looking at developing charities’ risk and reserves management (called SAVE Financial Management) and is keen to hear from charities who might find the approach useful.

Guest blog: Insights into charity investment practices

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June 10, 2016 at 10:25

This guest blog is courtesy of Newton Investment Management. It provides an overview of some of the key findings from their recent survey of charity leaders, shedding light of charity investment practices and portfolios. The 2016 survey is now open. 

How is local government using social investment?

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February 29, 2016 at 12:49

A shorter version of this article can be found in Charity Finance Group’s latest Economic Outlook Briefing which can be downloaded (for free) here. This edition’s theme is local government and its changing relationship with the charity sector.   Geetha Rabindrakumar, Head of Social Sector Engagement, Big Society Capital talks about how local authorities are using innovative new social investment methods to tackle long term problems in the midst of a challenging financial climate.  With continued cuts to local government funding, and pressure on services, social investment offers both local authorities and charity providers one tool which could help to catalyse some of […]

If digital transformation means agile working, what are the implications for finance?

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February 10, 2016 at 13:41

This guest blog is by Nevil Durrant, Finance Director at Eduserv. Eduserv are delivering two workshops at CFG’s IT and Data Insight conference on 2 March, 2016. Find out more and book your place on the CFG website.

New Charity Commission guidance on reserves

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January 29, 2016 at 14:50

By Kate Sayer, Partner, Sayer Vincent The Charity Commission has today published a revised version of CC19. It has a new title – ‘Charity reserves: building resilience’ which strongly suggests that this is a reaction to events in 2015. Importantly, the new version expects charities to hold reserves for an ‘unplanned closure’. 

What will the Apprenticeship Levy mean for charities?

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December 3, 2015 at 11:34

In last week’s Spending Review, the Chancellor provided details of the Apprenticeship Levy announced in the July’s Budget. The levy is estimated to create 3 million new apprenticeships by 2020 and raise £3 billion a year. We have written to the Skills Minister, Nick Boles, to highlight some of the challenges facing charities and will be meeting with officials to discuss how the levy can be used to support skills development in the sector.

Guest blog: Gift Aid – more change on the horizon

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December 1, 2015 at 09:10

With today’s #givingtuesday in mind, this new guest blog from Helen Elliott, partner at Sayer Vincent, outlines what charities should be doing with regard to the new Gift Aid Declaration.

Could your charity host a Charity Accounting and Financial Management MSc student?

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November 13, 2015 at 16:43

Charities are needed to host students doing a Cass MSc course. It not only helps the students to gain insights into charity operations, but has plenty of benefits for charities, too.

Stress-testing your charity – a guide for trustees

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November 4, 2015 at 15:03

It’s Trustees Week this week, and with that in mind, we have a guest blog from Kate Sayer, partner at Sayer Vincent. Kate outlines tips for trustees to properly understand the charity they’re working with, and whether or not it can withstand a ‘stress test’.