Charities and Investment Matters: A Guide for Trustees (CC14)
This guidance is about how to make decisions about investing charity funds.
All charities are able to invest, and investments can be a major source of funding for them. However, investing also exposes charities to risks which, if not properly managed, can affect not just the charity itself but the public’s trust and confidence in the sector more generally. Because of this, it’s important that charities manage these risks and operate within the law.
As the regulator of charities in England and Wales, we have produced this guidance to support charities and their trustees in confidently making decisions about investments that comply with their duties.