Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
How to get free tech for your charity
Charity Digital explore how organisations can access free tech, discounted tech, free tech consultations, free...
10 practical tips in setting up your charity’s reserves policy
As part of our Charity trustee insights hub, we have already established the importance of reserves and having...
Spring into action: rethink your cash assets today
With spring around the corner, is now a timely opportunity for UK charities to reassess their cash management ...
What could derail the Bank of England’s plans for 'gradual' rate cuts?
In an interview in the Financial Times in December, Bank of England (BoE) Governor Andrew Bailey offered a les...
How to hone your grant fundraising strategy – 5 lessons from the funders
By Sean TullyEarly in 2021, Action Planning helped a national charity to rethink its grants strategy. The clie...
Cash and treasury management - time to review your strategy?
Significant rises in global interest rates over the last year have had a large impact on investment and cash m...
New Year, New Financial Goals – Where to Start?
The start of a new year brings fresh opportunities to reflect, plan, and set your Charity up for financial su...
Global Market Review – January 2025
Higher-than-expected corporate earnings revisions helped drive global equities to a 4.2% gain during January, ...
How to be the inventor of your own future
By David SaintI run a lot of Board awaydays, very often as part of the strategic planning process, and a recur...
Legal lowdown: What's in store for charities in 2025?
This was the question that Jo Coleman, charities partner at Womble Bond Dickinson, addressed at our webinar on...
The Captain Tom Foundation: Lessons for the charity sector
The Charity Commission's recent inquiry report into The Captain Tom Foundation, the findings of which have bee...
Are your Charity’s investment reviews robust enough?
Regular investment reviews are vital for charities to ensure alignment with objectives, risks, and comply with...
Guide to responsible investing
A charity’s responsible investment policy should sit within, and form a part of, the wider investment policy.W...
Investing your Charity's money for the first time
We know that investing for a financial return in not a simple or quick decision for many charities.This guide ...
Guide to conducting an Investment Manager review
Once your investment policy has been finalised, you may well be looking to select an investment manager. But, ...
Writing and reviewing your Charity's Investment Policy
Whether you are considering investing for the first time or due to undertake a review of your existing investm...
Market Reflection and EFG Harris Allday View
2024 has been another eventful year for global economies and financial markets. Key themes have included the c...
Case Study: Strategic Awayday – Actors Benevolent Fund
“Felicia was excellent. She delivered everything I hoped she would and more. Everybody has given really positi...
Five-year anniversary note: The M&G Charity Multi Asset Fund
November 2024 marked the five year anniversary of the M&G Charity Multi Asset Fund. From the initial pessi...
Global Outlook Video - January 2025 - document
This document shows the charts that we think are particularly useful to help us determine where we are in the ...
Polls apart: A review of the year of divergence
2024 marked a year of political upheaval and historic shifts in global equity markets, with the rise of the “M...
Charity facts you need to know in 2025
The team at Charity Digital share all the latest facts and statistics about the charity sector, looking partic...
Martyn’s Law – progress through Parliament
The Terrorism (Protection of Premises) Bill, also known as Martyn’s Law, had its second reading in the House o...
Lessons from recent Charity Commission inquiries
Just before Christmas, the Charity Commission published its inquiry into the Quba Trust, through which it foun...
What to know when selecting a Charity Investment Manager
With bespoke management, collective investment vehicles, and advisory solutions, the investment options availa...
Investment Perspectives 2025 Outlook: No time for complacency
2024 proved to be an eventful year with a record number of global elections, ongoing preoccupation with the ou...
Charity Marketing – Part 4: Public Relations – a nice to have or a fundamental piece of your armoury?
By Kate NicholasPublic relations (PR) or communications is perhaps one of the least understood of marketing di...
Private Markets - Five Essential Insights for Charity Investors
In today’s rapidly evolving financial landscape, private markets are generating interest with investors, inc...
LGT - Market Outlook 2025
Outlook 2025 - Navigating transformation, trade and technology.
Managing Partnership Disputes: A Guide for Charities in England and Wales
Partnerships are a common and often successful organisational structure in England and Wales, particularly amo...
Time to review your Charity’s Investment Policy Statement?
In the wake of the Butler-Sloss v Charity Commission judgement and with the Charity Commission expected to pub...
Dealing With Bad Weather Disruptions
With winter around the corner, adverse weather conditions are likely to cause disruption to employees’ travel ...
Top 10 moments for charity law and regulation in 2024
In the spirit of the season and with the New Year in sight, here are our ten key moments in charity law an...
Update: Key Amendments To The Employment Rights Bill 2024 published
An Amendment Paper to the Employment Rights Bill 2024 was published on 27 November 2024 (“Paper”) an...
Charity marketing – Part 3: Why good copywriting and storytelling matter
By Claire SmithThis year marked 10 years of freelance copywriting in the charity sector for me. How many words...
Outlook 2025
Welcome to our “Outlook 2025”, the investment strategy update from Barclays Private Bank, which is also availa...
Do you need an AI Policy?
Since generative AI programmes rose to prominence in 2022, it has been adapted, used and misused by people and...
Changes to Bereavement Leave: What Employers Need to Know
Grief is a deeply personal experience, and its impact on an individual’s wellbeing and productivity should n...
New Employers Duty to Prevent Sexual Harassment Within The Workplace
Sexual harassment within the workplace has been rightly unlawful for some time and therefore, employers should...
5 minute video update from Freddie Lait on Latitude's multi-asset strategy
The multi-asset and absolute return sectors have struggled with redemptions over the last 3 years, but Latit...
Monthly Factsheets
Please click Read More button below for a link to the factsheets on our website.
Investing charity assets – getting risk and strategy right
When it comes to charity investment portfolios, putting in place the right strategy and finding the correct ba...
Case study: CEO recruitment
“We went out to tender with three other companies and Action Planning came in significantly cheaper than a cou...
Autumn Budget 2024: Key Changes for Employers
On the 30th of October 2024, the Labour Government announced its Autumn Budget. The budget included notable ch...
Top Legal Tips For Your Office Christmas Party
The work Christmas party is a great chance to get colleagues together for a festive celebration. But it can al...
What trustess need to know if your charity is in financial distress
What do you need to know if your charity faces financial distress? Understanding trustee responsibilities and ...
Admincontrol Joins the UK G-Cloud 14 Framework !
We’re excited to announce that Admincontrol is now officially part of the UK Government’s G-Cloud 14 Framework...
Charities Law Brief November 2024
Autumn Budget 2024 - significant increase in charities' staffing costs The new Government's first budg...
Budget 2024: Chancellor gives with one hand, takes with other
Budget 2024: Chancellor gives with one hand, takes with otherThe Chancellor gives with one hand and takes with...
US elections risks and opportunities: Pricing in known unknowns
Over the past five years, global equity markets have risen despite some very obvious risks. Could it be that r...
What risk does AI pose to your charity?
AI is becoming more prevalent in the tools and software organisations use. The use of AI Chatbots has become s...
How to Build Long-Term Financial Sustainability
When we talk about sustainability, most people think of environmental responsibility. However, for charities s...
Ready to Master Fund Accounting?
Take the first step today and ensure your organisation is tracking its funds correctly and staying compli...
ARC Charity Indices Report - September 2024
Purpose and OverviewThe ARC Charity Indices track the performance of discretionary charity portfolios to provi...
2024 Q3 Commentary: Sound as a Pound
In this article, we examine the impact of FX hedging strategies on portfolio performance for investors, questi...
Celebrating National Trustees Week 2024
This week is National Trustee Week in the UK. According to the Charity Commission there are 923,876 trustees i...
UK Budget: Key details
The Labour government has unveiled its first Budget since taking office in July. It brings to an end several m...
Does whistleblowing protection extend to a charity trustee?
IntroductionThis was the question for the Employment Appeal Tribunal (EAT) in the case of MacLennan v The...
Charity marketing – Part 2: Three surprising differences between charity and commercial marketing
By Ned Wells When Melissa Fretwell asked me to write an article for White Camino comparing marketing for ...
How charities can support job sharing
With the sector facing a skills shortage, job sharing is one way to access a greater range of skills and exper...
Private Markets Annual Report 2024
Family offices and wealthy individuals are showing increasing interest in private markets, an asset class that...
Charity marketing - Part 1: Tactics and relationships
Among all the services we offer to the charity sector, the one that receives the most demand is help with fund...
The Impact of FRS 102 Amendments on Charities SORP Compliance
The FRC has issued substantial amendments to FRS 102, that aim to ‘enhance the quality of UK financial reporti...
INGO structure models for a fast-changing world
By David Bull The emerging “crisis” facing International Non-Governmental Organisations (INGOs) centres a...
How emotional bias could drive exploitable market inefficiencies
The propensity for emotion and bias to influence our decision making is a common experience, even among financ...
Market Perspectives October 2024
Welcome to our October edition of “Market Perspectives”, the monthly investment strategy update from Barclays ...
CCLA-led modern slavery programme announces progress across corporate engagement, public policy and data
Our annual Find it, Fix it, Prevent it report outlines progress made by investors to combat modern slavery in ...
When initiative becomes disruptive: the dangers of "doing it in my own time" for non-profits
By Andrew MiddletonIn the non-profit sector, it’s not uncommon to hear the phrase, “I’ll do it in my own time....
Charity Investment Consulting Partnership launched to drive better outcomes for UK charities
· The CICP will work with the Charity Commission, membership organisations, asset managers...
Admincontrol's Board Portal - Used by Charities across the UK
Admincontrol' s Board Portal is utilised by Charities right across the UK. If you would like to learn more and...
Discover the new Admincontrol Board Portal iOS app!
The brand new Admincontrol iOS app is designed to optimise access to business-critical information and speed u...
Financial Statements 101: What You Need to Know
Financial statements can seem overwhelming at first glance, especially when you’re running a charity or social...
Fundraising for a specific project? Why it pays to carry out a feasibility study
By Andrew RainsfordWhen you need to fundraise for a specific project, it may seem counterintuitive to begin by...
‘Impact’ should be the be the beating heart of charity finance…not just a reporting requirement
When a word or phrase grows in popularity and is used with increased frequency, it becomes easy to assume that...
Responsible Investment Stewardship 2023
Waverton is committed to integrate sustainability throughout the business. Our sustainability strategy consist...
How much can charities spend from their investment portfolios?
How much can charities spend from their investment portfolios? This is a simple question, easy to answer. Firs...
Inspired Magazine: The next generation of conservation
** This article is an excerpt from our Inspired Magazine publication**Two next-gen philanthropists share their...
How to protect your organisation from fraud in 2024
Charities are not immune to fraud and can even be more vulnerable to it. Learn how to protect your charity fro...
5 ways to improve your organisational planning
Good organisational planning covers a number of facets, from strategic planning to management, communications ...
Tax for charity fundraisers made simple
Fundraising is the lifeblood of many charities. We encourage you to share this simple guide with your teams an...
What action can employers take in response to incidents of public disorder?
While the UK has previously seen incidents of public disorder, these have tended to be restricted in terms of ...
Updated guidance for charities on holding meetings in the Zoom era
On 19th July 2024, the Charity Commission refreshed its meetings guidance for charities in what it’s called ‘t...
Japan: The butterfly effect
Japanese equities have just experienced one of their biggest ever drawdowns. Carl Vine, Co-Head of Asia Pacifi...
Understanding how Unicredit is supporting the transition to net zero
Castlefield analyst, Barney Timson explains how we recently engaged with UniCredit, an Italian listed, pan-Eur...
How to combat online misinformation
We outline the best strategies for tackling inaccurate information The digital age has exposed many people all...
2024 Q2 Commentary: Catching the Gold Bug
Our Q2 2024 commentary, "Catching the Gold Bug," explores gold's enduring allure and its strategic value in to...
How to protect your savings from falling interest rates
https://www.utbank.co.uk/savings-and-deposits/protect-savings-from-falling-interest-rates/
How OpsPal can help charities governance an operations
Here is a link to a document that explains how we can help any charity improve their governance and how they o...
Spotlight on LGT Charities’ Team
About the team… The LGT Charities team has been working in partnership with charities by supporting trustees a...