Insights

Fridays Insights

25 April 2025

In these times of economic uncertainty, building a strong relationship between your charity and its bank is critical.

The bank is a key stakeholder when it comes to financial planning and risk management to help ensure your organisation can be around for generations to come.

❓But how do banks approach working with and onboarding charities? What do they look for? ❓And how can you, your board and finance team respond effectively?

💡 Find out at a FREE webinar – ‘Understanding Your Bank’s Mindset’ – hosted by @United Trust Bank and @Charity Finance Group on Thurs 22nd May (11am-12.15pm).

It’s one of the many, free training sessions and networking events for trustees and charity leaders this May, hosted by our partners at @HSBC, @Action Planning, @Crowe, @Quilter Cheviot, @CCLA Investment Management, @Shakespeare Martineau, @Sayer Vincent, and @Stone King LLP.

👉 What could you learn? Browse all the sessions and book your place here: https://www.charityintelligence.co.uk/events/

Have a great weekend!

#charity #nonprofit #thirdsector #charities #trustees #CharityIntelligence

)
Sign Up

Sign in to continue reading

Access all our articles and search the provider directory for free.