- Services
- >
- Charities
Charities
Safeguarding Your Assets
Protecting and growing your charity’s wealth
Charities have a duty of care to both current and future beneficiaries and to donors. Inflation is the enemy of simply doing nothing with your assets and can ravage any charitable donations that are made as shown in the chart below. Talk to us about growing your charity’s wealth and how to avoid the value of your cash being eroded.
Review of Investment Policy Statement (IPS)
- Is the IPS aligned with your charity’s governing document from an investment perspective?
- Does it meet with the current risk profile of the trustees?
- Does it meet with the investment goals of the charity?
-
What is the purpose of the investments?
- To generate income or growth?
- To further the charity's mission statement?
- Is it to make a 'social' investment?
- What is your approach, if any, to ESG (environmental, social and governance) factors?
- What level of liquidity is required?
- What is the timescale in which the objectives are to be achieved?
- What does the asset allocation look like?
- Are there any constraints in the IPS that are no longer relevant?
Review of Existing Investments
- Are they performing in line with expectations and requirements?
- Are they in line with the IPS?
- Are they sufficiently diversified?
- Is too much risk being taken?
- Are investment costs too high?
Cash Flow Modelling
- Helps maintain focus on essential cash, leaving the rest to be invested
- Helps to control cash balances
- Prepare a strategy going forward based on the findings
We can also help you with...
Pensions
- Planning Retirement
- Approaching Retirement
- Annuities
- Income Drawdown
- Pensions and Divorce
