Expert Help for Charities

Made simple

What do you need help with?
Investments
Find an Investment Manager • Performance Reports and Analysis • Consolidated Reporting • ESG Reviews
Financial Services
Charity Banking • Treasury • Advisory Services • Investment Consultancy
Accountancy
Payroll • Audit • Tax & VAT Compliance • Financial Reporting
Legal Services
Governance • Employment Law • Mergers & Restructures • Property
Insurance
Trustees’ and Management Liability • Employers’ Liability • Buildings and Contents • Cyber Protection
Fundraising
Grant Funding • Bid Writing • Philanthropy • Consultancy

About Charity Intelligence

Since 2017, we’ve been supporting UK charities to achieve their missions. How? We take the time and complexity out of finding the professional advisors that they need. And we provide independent, affordable analysis and reporting to help charities make the most of the money they invest.

Find out more

Case Studies

From life-saving charities to community foundations, hear how we support trustees, leadership teams and their organisations to succeed.

DWF Foundation: Strengthening responsible investment with an ESG Review
North West Air Ambulance: Simplifying the search for a new investment advisor

Specialist Partners We Work With

Brown Advisory
Sedulo
United Trust Bank Limited
BDO
Asset Risk Consultants
Sayer Vincent

Latest Insights

Why take creative risks in marketing?
What lies beneath the charity marketing campaigns with the best cut through? There’s creativity in all charity marketing strategies and campaigns. After all, they start as bullet points on a page and become thoughtfully…

General
From IT issue to governance priority: The cyber challenge for charity boards
‘Cyber security’ sounds like an IT issue, doesn’t it? And whilst for many years it was, the simple reality is that the threat landscape has changed significantly. For charities, there was a time when cyber security would…

Accountancy
2025 Stewardship Report
In 2024, we pointed to a shift in the zeitgeist from caring capitalism to unfettered animal spirits. Rising polarisation and a fraying commitment to multilateral collaboration were driving increasingly fractious…

Investments

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Upcoming Events

AUG 05 Investments
Quarterly Investor Briefing
Designed for trustees, investment committees, bursars, finance directors and chief executives, our quarterly briefings include: Highlights… 11:00 – 11:45 Online
AUG 14 Accountancy
Basic intro to SORP
Navigating the world of charity accounting can be overwhelming, especially when it relates to understanding the Statement of Recommended… 09:30 – 10:30 Online
SEPT 08 Investments
Charity Investment Training - Foundation
In conjunction with Charity Finance Group, Sarasin & Partners are sponsoring training events to help you grow your investment understanding… 09:30 – 12:30 Online

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