Charity Intelligence Newsletter August 2023

It’s been a busy time since our last update. There’s so much going on in the sector at the moment, we hope you’ll find the news and insights in this edition useful.

ESG is becoming ever more important for charities and not-for-profits, both in terms of how they operate and the investment decisions they make. Read on to find out how a new report – and an upcoming event – could help you better understand the world of ESG for your organisation.?

We’re also delighted to welcome three new partners to Charity Intelligence. And we share a great article about the power of marketing to help charities increase unrestricted revenue.?

We established Charity Intelligence with a simple aim: To help charities access the right investment, legal, accountancy and insurance expertise from professionals specialising in the not-for-profit sector.

? As ever, you can find out more on our website at?www.charityintelligence.co.uk?or get in touch with us at?[email protected]

Also in this issue...

? The weekly LinkedIn updates to help your charity thrive

? Latest Investment Performance Fund Quarterly Review

? Upcoming events for charity trustees and leaders…

How can charities harness the power of marketing to increase revenue?

This month: Spotlight on Ned Wells

More and more charities are competing for a finite - and often diminishing - pool of funding, while the cost-of-living crisis is affecting public donations.

Many not-for-profits have come to terms with income diversity as a necessity, and they’re offering services that are commercially viable and loved by customers.?

The problem is that sales can often be unpredictable, even after ramping up social media activity and investing in websites and promotion.?

So, where to turn to transform that lumpy sales pipeline into a steady stream of revenue??

In this special article for Charity Intelligence, marketing consultant Ned Wells explores how charities can unleash themselves from the shackles of endless funding rounds and consolidate their marketing plans to find the unrestricted revenue they need.?

Read his expert guide HERE

WELCOME TO OUR NEW PROFESSIONAL PARTNERS

Meet the latest firms to join our growing database of specialists for charities to access at www.charityintelligence.co.uk

Charity Bank is the loans and savings bank owned by and committed to supporting the social sector. All its shareholders are charities and social purpose organisations and its ownership, mission, culture, sector knowledge and reputation set Charity Bank apart from other lenders. Since 2002, Charity Bank has made more than 1,200 loans totalling over ￡450m to housing, education, social care, community and other social purpose organisations.?View here

Broadstone’s high quality specialists provide a full spectrum of tailored, expert investment advice to help charities and endowments deliver their objectives. The team recognises that every charity is unique, and the need to balance competing objectives to grow existing assets whilst meeting funding and cashflow requirements is an issue that requires thoughtful and tailored advice. View here

Bondsmith Treasury is the UK’s leading advisor on cash deposits to the asset management, insurance and charity sectors. The team focuses on helping clients achieve the best return on surplus cash deposits whilst maintaining a diversified portfolio of quality UK banking counterparties. They also assist in developing investment policies, counterparty risk monitoring, and portfolio reporting.?View here

LinkedIn updates to help your charity thrive

At Charity Intelligence, we’re on a mission to help charities access the information they need to succeed.

It’s why we run our website which helps charitable organisations find the right investment, legal, accountancy and insurance expertise from professionals specialising in the not-for-profit sector.

But we don’t stop there. The site is also home to a whole range of resources, including dozens of insight articles for charities offering information that aims to be useful and inspiring.

And every Monday on LinkedIn, we publish top tips to help charities overcome challenges, make the best of new opportunities, and stay up to date with sector trends and best practice.?

?Follow us on LinkedIn to see the updates every week – and please like and share the posts so that other charities get to see them too.

Environmental, social and governance (ESG) considerations are becoming ever more important.

Increasingly, trustees want to know that the funds their charity’s money is invested in – and the financial institutions managing these funds – incorporate responsible investment into their decision-making.

Aiming to objectively outline how well the funds are performing on this front, we’re publishing a new report in partnership with EIRiS Foundation. Together, we hope it will help trustees and charity leaders to consider how their charity’s aims and values can be, or are being, incorporated into their investment choices.?You can download the report?from our website here from September.

HOW ARE YOUR CHARITY INVESTMENTS PERFORMING?

Latest comprehensive guides now available to help your organisation

The Charity Commission for England and Wales have published updated investment guidance:?Investing charity money: a guide for trustees. It offers greater clarity and to give trustees confidence to make investment decisions that are right for their charity.

To assist you, the latest Charity Intelligence Investment Performance Fund Quarterly Review is now available on our website.

It?provides the most comprehensive guide to all charity-specific investment funds, including performance, costs, and other useful information. You can use the report to see how your charity investments are performing, providing you with reassurance on financial governance.

Access the?free report?on our website here.

Are you and your charity seeing the whole picture?

If your charity has multiple investments managed by more than one fund manager, it can be complicated and time-consuming to get a complete picture. But without a holistic view, it’s hard to know whether you’re achieving the best results.

Consolidated Reporting enables charities to independently quantify and analyse their overall assets and their performance to provide that complete view and get clarity.

You can find out more on our website, or by emailing [email protected]

Charity events, webinars and training for you

Every month, dozens of great webinars, training sessions and other events take place to help charity trustees and leaders. See the latest on our website events calendar here

We established Charity Intelligence with a simple aim: To help charities access the right investment, legal, accountancy and insurance expertise from professionals specialising in the not-for-profit sector.

?As ever, you can find out more on our website at?www.charityintelligence.co.uk?or get in touch with us directly at?[email protected]