Insight Articles
Our straight-talking articles and guides are designed to cut through charity professional industry jargon and answer your pertinent questions.
What type of accounts does your charity need to prepare?
Beyond Profit Ltd What type of accounts does your charity need to prepare? This really depends on what type of...
Market Perspectives April 2024
Welcome to our April edition of “Market Perspectives”, the monthly investment strategy update from Barclays Pr...
CCLA Sustainable Investment Outcomes 2023 report
Despite the growing attention on ESG, we believe the investment industry has not truly understood that the onl...
How to raise funds for nonprofits and charities
At Moore Kingston Smith Nonprofit Advisory, we often work with nonprofits and charities that are facing changi...
Welcome to Admincontrol' s Board Evaluation Tool
Admincontrol' s Board Evaluation is developed through years of experience with evaluating boards and optimisi...
Market Perspectives March 2024
Welcome to our March edition of “Market Perspectives”, the monthly investment strategy update from Barclays Pr...
Action Planning and the Stephen Lloyd Awards – incubating brilliant ideas
Now in its 10th year, the Stephen Lloyd Awards is an invaluable catalyst for bright ideas. Since 2015, wh...
Happy Easter from Admincontrol!
We hope you had a productive first quarter of the year and are looking forward to the Easter Break.At Admincon...
Newsletter March 2024
This month our team have been talking about the tax implications of hybrid working as well as taking a deep di...
2024 Engagement Action Plan
At Rathbones we are committed to being good stewards of our clients’ assets. This means we look to use the in...
Guide to Giving
Welcome to our ‘Guide to Giving’Created by our in-house philanthropy team, its 12 chapters are designed to hel...
Charity boards that are short on women are missing out
How many women do you have on your board or senior leadership team? The answer for most charities is, not enou...
What do charities need from digital? Join our steering group
Charity Digital and Dot Project are collaborating to deliver year three of a digital resilience programme fund...
Why you need cyber security?
Cyber security is important because our devices have become essential to our ability to deliver services, rais...
Charities Act 2022: further changes coming into force on 7 March 2024
When the Charities Act 2022 (the Act) first received Royal Assent back on 24 February 2022, it introduced a nu...
4 lessons from supporting 5 social enterprises - simultaneously
As my work supporting five social enterprises to become more adept at marketing and business development comes...
Your Guide to the Boardroom in 2024
Admincontrol' s essential guide to the global trends shaping boardroom agendas helps board directors focus on ...
Assessing risk along the path of change
Adapting to change is hard for any organisation, as we tend to be averse to change due to the risk involved. Y...
How to stop repeating your recruitment mistakes
In case you missed it, Friday 2nd of February was Groundhog Day, a date that has become synonymous with r...
Should charities invest in Artificial Intelligence (AI)?
The emergence of artificial intelligence (AI) as a business tool and as an investable theme presents a compell...
Foundations of a Robust Charity Investment Strategy: Risk, Return and a bit of maths
This article continues our exploration of Strategic Investment Framework for Charities, a series of articles f...
Foundations of a Robust Charity Investment Strategy: Thinking About Risk
This article continues our exploration of Strategic Investment Framework for Charities, a series of articles f...
Foundations of a Robust Charity Investment Strategy: Starting with the Basics
Introducing our new series of articles on Strategic Investment Framework for CharitiesWe are excited to announ...
Foundations of a Robust Charity Investment Strategy: Setting your objectives
This is the second article in the series on Strategic Investment Framework for Charities that we worked on in ...
Why should charities use an Investment Manager?
Having joined Harris Allday this last autumn as Head of Charities and Philanthropy – Rupert Cecil will be writ...
Market Perspectives February 2024
Welcome to our February edition of “Market Perspectives”, the monthly investment strategy update from Barclays...
How can data help charities to support their beneficiaries?
Data is everywhere, in everything we do. But many of us don’t capture this data, let alone analyse it. By doin...
The importance of taking independent investment advice
The importance of taking independent adviceNavigating the world of investments can be difficult and often da...
February freebie – what will you do with the extra day?
How often do you hear yourself saying, “I wish I had more time”? Well, every four years your wish is granted –...
How to recruit trustees for your charity
This free guide, sponsored by Rathbones, seeks to demystify the process and promote the practice of open recru...
One from the heart – How to add some love to your fundraising campaigns
By Tim Glynne-Jones, with Naomi Buckler, Supporter Communications specialist, and Faith Chrisp, Customer and S...
An A-Z of charity terms and definitions
We have compiled an extensive glossary of all phrases and terminology related to the charity sector, philanthr...
OpsPal overview - making your operations digital
So we here at OpsPal have teamed up with Charity Intelligence to offer you a highly discounted rate on our dig...
10 reasons why we built our digital operations software
Here is a quick guide on why we built our digital operations software:Click here to review1) Staff and volunte...
Biodiversity and climate change: A joint challenge
The emergence of nature and biodiversityThe case for tackling climate change has become increasingly clear to ...
5 Investment themes for 2024: Opportunities after ‘The Great Escape’
In the classic Second World War film ‘The Great Escape’, the odds of Allied prisoners of war escaping captivit...
Charities Act 2022 – Latest Developments
The next tranche of charity law reforms under the Charities Act 2022 are due to be implemented in March this y...
On our radar for 2024
As is traditional at the start of a new year, we’ve given some thought to what lies ahead and the likely impac...
Sustainable Finance: Balancing Financial Goals with Social Impact
In a recent discussion at the Navigating Change event, our audience heard from Guy Davies Co-Founder of Ch...
Five ways to improve your fundraising copy
By Claire SmithYou have an incredible opportunity this Easter – an opportunity to love your donors, remind the...
Has your Board had its MOT?
My car had its MOT last week and, at the same time, I had my NHS well-woman check, double whammy, and raising...
Telling research for reaching young people
By Laura TreneerThis month Youthscape has published the first part of its ambitious ‘Translating God’ research...
Broadstone Small Charities Investment Consulting Service
Broadstone launches investment consultancy service for small charities• Innovative subscription service for sm...
How A.I. can help charities confront the Cost-of-Living crisis
The benefits of using emerging technologies, such as artificial intelligence (AI), are vast. Here are some of ...
Top tips to set you on the road to net zero
What does net zero actually mean?The UK Government has pledged to achieve ‘net zero’ by 2050. That means that ...
Building on COP28 – next steps for the charity sector
By Tim Glynne-JonesAnother United Nations climate summit has been and gone (that’s 28 now), so what has been a...
Good governance
This time last year I was in the middle of a national speaking tour on governance for a network of food banks....
Outlook 2024 - Barclays Private Bank
Strong economic headwinds will likely persist in 2024, amid an increasingly fraught geopolitical backdrop, and...
How artificial intelligence is impacting finance
The ramifications of artificial intelligence (AI) are widespread across the local and global economy. The fina...
12 priorities for 2024
Find out the top tips that emerged as we asked Action Planning Associates to complete this sentence with chari...
An ESG Christmas Carol
Let Dr James Corah, CCLA’s Head of Sustainability, take you on a journey through ESG past, present and future ...
Launch of the CCLA Modern Slavery UK Benchmark 2023
The benchmark assesses the largest UK companies on how they are taking steps to eradicate modern slavery in th...
The spectre of personal criminal liability for charity trustees
A summary of the key takeaways from a recent webinar on the spectre of personal criminal liability for charity...
What questions should boards ask when considering risk?
Effective risk management has never been so important. Risk processes have always been a vital part of any org...
Digital Markets, Competition and Consumers Bill: Consumer rights v the Gift Aid regime
What mattersAs currently drafted, the Digital Markets, Competition and Consumers Bill now passing through the ...
Q&A: Charity & election law for campaign charities
The next UK general election must be no later than January 2025, and might be as soon as spring 2024, dependin...
Compelling findings from recent donor research
By Laura TreneerDigital fundraising tech company Enthuse carries out donor research and publishes its findings...
Buyer personas: the most powerful tool in a marketeers toolbox?
Author: Ned Wells, Director at Cicada ConsultingEmail: [email protected] a person...
Free advice - resist change!
In Paul Johnson’s book, ‘Follow the Money’ he explains that all governments know the top three things they sho...
Unlocking the power of customer experience (CX) for non-profit leadership
By Faith Chrisp How seriously do you consider your customers’ perception of your organisation? While cust...
What does the Bible say about being a charity trustee?
By Kate NicholasThe Bible is full of wisdom for charity executives, but what about being a charity trustee or ...
Foregoing the fundraising: how can charities harness the power of marketing to increase their unrestricted revenue?
It’s not a great time to be a charity.There it is. Not an easy thing to hear, but it’s probably not news to yo...
Practical guide for trustees to the Charity Commission's guidance on investing charity money (CC14)
In August the Charity Commission published an update to their guide ‘Investing charity money: a guide for trus...
Personal criminal liability for charity trustees - is this possible?
This week – 6 to 10 November - is Trustees’ Week, a time to celebrate the achievements of nearly one million t...
Just keep digging? Commodities and the energy transition
Within the energy transition debate, an area of particular contention is commodities – those who mine them, pr...
Investment Insights Q4 2023: Higher for longer
The inflationary shocks caused by the pandemic and war in Ukraine are finally unwinding. But the welcome fadin...
Embracing Cybersecurity in the Charity Sector
In today's digital age, charities are not immune to the ever-evolving landscape of cybersecurity threats. As s...
What are the key challenges facing charities who own direct real estate?
The changing face of property management:Until a few years ago, the management of a property portfolio was rel...
How charities can bridge the gap in Black and Asian representation on trustee boards
By Malcolm John, founder of the campaign organisation Action for Trustee Racial Diversity and a trustee of the...
Market Perspectives October 2023
Welcome to our October edition of “Market Perspectives”, the monthly investment strategy update from Barclays ...
What is a CIO and do I need one?
Beware the additional costs of outsourced investment services.
Castlefield Sustainability Review
As specialists in sustainable investment, we like to be able to substantiate how our funds make a positive dif...
Launch of the CCLA Corporate Mental Health Benchmark Global 100+
The CCLA Corporate Mental Health Benchmarks provide a window into how more than 200 of the world's largest lis...
Artificial intelligence: addressing or distorting the modern slavery challenge?
With an estimated 50 million people worldwide in modern slavery1, the financial sector faces growing expectati...
How to write an incredible blog
Here we outline some of easy-to-follow steps for blog content. Blogs have evolved since the journal-type forma...
Free Guide on HR & Health and Safety complaince checklist
We have put together a guide of some information needed to ensure you stay compliant in your buisnesses. click...
Sustainable cities: Building for the future
By 2050, the cities of the world are expected to be home to more than two-thirds of the world’s population1and...
Christmas planning: plan like a church leader if you want to reach churches
By Laura TreneerJanuary may be the start of the calendar year, but for many church leaders the real launch mon...
The Property Income Trust for Charities 2023 Global Real Estate Sustainability Benchmark (GRESB) Result
We are delighted to announce that the PITCH Fund has received its 2023 GRESB results, with PITCH gaining an a...
Putting your charity on the map
This article was written for Action Planning by Dr Diego Arenas and Nicole Holgate of DataKind UKHow mapping c...
Charities and businesses working together for mutual benefit: what this might look like
The idea of achieving purpose alongside profit has been part of the business world for centuries, but the impo...
Top tips for charity Chief Executives on board effectiveness
The Board of Trustees is fundamental to the success of any charitable organisation but keeping it running smoo...
Featured holding - ASML
Our featured stock stories help to illustrate how our active, sustainable investment approach works in practic...
Leading on cyber security culture
Charity leaders can play a critical role in shaping a secure culture. It's not just a matter for IT. Here's wh...
New Social Media Guidance for Charities
On 18 September 2023, the Charity Commission published its new guidance for charities on using social med...
Market Perspectives September 2023
Welcome to our September edition of “Market Perspectives”, the monthly investment strategy update from Barclay...