Ethical investment: why it might be right for your charity

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September 28, 2012 at 13:48

One highlight of  this year’s CFG investment Conference for me was hearing Edward Mason, Secretary of the Church of England Ethical Investment Advisory Group, give a fascinating talk on ethical investment. Ethical (or socially responsible) investment (EI) is that which takes social, environmental or governance issues into consideration in investment decisions. A growing number of charities have adopted some form of EI policy in recent years, yet many others have not. Although I’ve interned and volunteered in charities for a number of years, I’m still relatively new to working in the sector and this was an aspect of charity that I had […]

Being charitable by what you spend, not by what you save

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September 4, 2012 at 10:59

Being charitable by what you spend, not by what you save Becoming a trustee of an endowed charitable foundation could appear intimidating to anyone that doesn’t have investment and finance expertise. In addition to general trustee duties, the ‘endowment’ aspect often cloaks the role in an air of mystery, complexity and technicality, where the focus is more on the performance of assets than charitable mission. However, a recent report by ACF ‘The governance and financial management of endowed foundations’, is a helpful reminder of the benefits of going ‘back to basics’ and keeping a clear focus on what the foundation […]