Welcome to your first 2025 update from Charity Intelligence...
Charity Intelligence
Online professional directory for trustees, charities & their advisers. Provides independent investment reporting.
We’re delighted to be back for a new year, sharing more free resources and news for charities and everyone working in the sector.
In this edition, we’ve got a comprehensive rundown of charity legal and regulatory changes coming up in 2025. Find out if you’re up to speed – and access all the details. We also report on lessons to be learnt following a Charity Commission inquiry into the running of one high-profile organisation.
And we welcome four new partners to our growing community of professional services firms being matched with charities who need expert support via www.charityintelligence.co.uk
You can find out much more about us, how we help charities, and how we partner with not-for-profit specialists on our website.
And please do get in touch at [email protected]. We’d love to chat and find out how we can work together.
Also in this issue:
THE LEGAL LOWDOWN: WHAT CHARITIES NEED TO KNOW IN 2025
Staying on top of the latest charity law and regulatory changes is a critical part of being a trustee or senior leader – and there’s lots happening this year.
The final provisions of the Charities Act 2022 are due to be implemented, the refreshed Charity Governance Code is set to be published, and a whole host of other updates are expected, affecting charity investments, crime prevention, fundraising, procurement, HR and more.
If that all sounds like a lot, fear not. The team at Charity Intelligence partner firm Womble Bond Dickinson have produced a comprehensive guide to help you.
Just click here to find out all you need to know.??
THE CAPTAIN TOM FOUNDATION: KEY LESSONS FOR THE CHARITY SECTOR
Chances are you saw all the headlines about the recent Charity Commission inquiry into The Captain Tom Foundation, which found repeated instances of misconduct and/or mismanagement.
The circumstances are particular to the Foundation, named after the popular fundraiser who came to prominence during the pandemic.
But the standards applied by the Commission in its investigation are universal, meaning there are important reminders or points to learn for leaders across the charity sector.
Find out more in this useful analysis from the team at Charity Intelligence partner firm VWV.
SAY HELLO TO OUR NEW PARTNERS...
At Charity Intelligence, our website is completely free for charities to use. By answering just a few questions, it matches them with professional services firms that specialise in advising not-for-profit organisations.
领英推荐
And our network of investment, accountancy, insurance, legal, HR and other specialists is growing. This month, we’re delighted to welcome the following firms to www.charityintelligence.co.uk
Quilter Cheviot is one of the UK’s leading charity investment managers and has a long history of working with hundreds of charitable and not-for-profit organisations. The firm prides itself on a flexible approach, working with charities with a wide range of mandates.
ARC Asset Risk Consultants (ARC) is a multi-award winning investment consultancy advising families and charities. It works alongside clients to navigate the investment journey in the pursuit of better performance.
Slater Heelis Solicitors is a full-service law firm offering expert advice, including on litigation, employment, and corporate matters. The team prides itself on taking a progressive, results-driven and tailored approach.
Brown Advisory is a global investment management firm, working with charities for over 25 years to help them achieve their investment goals. It structures bespoke investment solutions to meet their income and other long-term requirements
Packetts is one of the UK’s largest independent insurance brokers and is also one of the oldest, dating back over 90 years. The not-for-profit sector is one of its main focus areas.
Find the charity advisor you need at www.charityintelligence.co.uk
The charity sector has been through a period of drastic upheaval, from huge digital acceleration and shifts in working models to streamlined operations, the arrival of new tech and much more.
To make the right decisions for the future, it’s essential to understand the present.
So, the experts at Charity Intelligence partner firm Charity Digital have kindly compiled the facts you need to know this year to help you understand how digital is changing charity fundraising, service delivery, volunteering, marketing, finance, cyber security, sustainability, and more… It’s a goldmine of useful information.
?? Access it via our website here.
Every quarter, the Charity Intelligence Funds Review helps charity boards decide how to invest their money.
The FREE report is the most comprehensive of its kind, detailing charity investment funds’ performance, costs, and other useful information. The latest issue is available to download now.
In the last quarter of 2024, markets presented a complex landscape for charity investors, characterised by strong performance in specific sectors and regions, while others faced challenges due to economic and geopolitical factors.
Stock markets were volatile early in the quarter due to concerns among investors about economic growth, coupled with uncertainty surrounding the US election. While the stock market stumbled in December, overall there were positive returns for the quarter.
What does it mean for charity investments? The mixed asset charity funds mostly produced positive results over the quarter, with the average rising by 1%. Global equity funds were more rewarding, along with property funds also on average producing positive returns.
Download your copy of the full report from our website now.
?? Visit our website for more free insights ??
Are you following Charity Intelligence on LinkedIn - and have you checked out www.charityintelligence.co.uk?
We publish details of free training and networking events to help your charity succeed, plus dozens of free thought leadership articles and guides to help you solve problems and stay up to date on the big sector issues.
?? Visit our events calendar here
?? Visit our insights library here
Thanks to all our contributors to the first Charity Intelligence newsletter of 2025 - and for all the helpful feedback we've had on earlier editions. There's a wealth of free insights in this issue. We hope you find it useful!