Charitable Trusts

By Capstone Circle In today’s social landscape, funders are being asked to do more than write cheques. Whether it’s responding to emergency need, supporting public/voluntary collaboration, or [...]

By UK Community Foundations Why place matters Our Place to Give acknowledges that place‑based approaches draw on local knowledge, long‑term relationships and trust.  It highlights the role of [...]

By Tom Hawkins and Caroline Connell, Managing Partners at Evelyn Partners When an AI tool summarises a document or drafts an email, the experience feels immediate and frictionless. A question is [...]

By Vondy Thornton,  Head of Delivery & Movement Building at Young Trustee Movement Why is it important for charities and boards to actively recruit young trustees today? It’s always [...]

By Harry Barr, Investment Manager at Rathbones Investors frequently ask about current market valuations, particularly for US equities, which dominate global indices, accounting for roughly [...]

By Jo Goodsell, Senior Manager at Saffery LLP As the sector awaits the imminent arrival of the revised Charities SORP, it’s worth taking a moment to refresh on the essentials of preparing and [...]

By Emma Hurrell, Private Client Partner at B P Collins Many trustees in England and Wales dedicate significant time and energy to their charities to ensure they meet their objectives and support [...]

by Lucy Wood TEP, Private Client Partner at B P Collins LLP  Starting 1st January 2025, the Charities (Annual Return) Regulations 2024 have come into effect. The regulations which prescribe the [...]

by Ruadhri Duncan, Partner, Sarasin and Partners Trustees have much to consider when it comes to overseeing their investments. Each new generation of investors believes they can outperform the [...]

by Alice Clementi, Co-Founder and CEO, Charterpath At a time when charities across the UK continue to face difficult economic conditions, financial expertise has never been more vital. Many [...]