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10. Top 10 key points

Published: 12/11/2018
Updated: 12/11/2018


Key points to help you make decisions about your charity’s investments:

1. Understand your charity’s finances, including investments

All the charity trustees are collectively responsible for the charity’s investments and should have access to investment valuations and reports (not just the Treasurer or Finance/Investment Committee). 

2. Check your investment powers

Understand what, if anything, your governing document says about investments and any legislation relevant to your charity’s legal form. 

3. Know your charity trustee duties

You must make sure that any investment activities are in the best interests of the charity, weighing up the pros and cons before making a decision that could significantly impact the running of the charity.

4. Consider your charity’s reputation

Your reputation is an asset to be protected. Charity trustees have a duty to act with care and diligence to protect a charity’s assets and reputation.

5. Get help and advice if you need it

Consider what help or advice you need to support your charity in making decisions about its investments. 

6. Create an investment policy statement

It’s good practice for charity trustees to record policy decisions, keep them under review and include the information in your annual report and accounts.

7. Think about your charity’s purposes

Consider how you connect your investments with your charity’s purposes and delivery of your strategy. 

8. Think about the range of investments

Understand there are different kinds of returns, measured in different ways: financial, social, environmental or otherwise – think about what is right for your charity.

9. Understand your responsibilities  

You may have power to delegate investment decisions to an investment manager, but you retain overall responsibility.

10. Keep up to speed 

Stay up to date with investment developments through events, seminars and other training.