Investment used to be all about getting more money to further a charity’s aims, but increasingly organisations are looking at whether they can be more effective by investing directly in things that are related to their aims.
When you are looking at investing your charity’s assets you are encouraged to categorise investments into:
The term social investment is used to cover both programme-related and mixed motive investment.
You do need to take advice – it is a legal requirement – unless you (as Trustees) have good reason not to, for example you have sufficient experience in the charity. This is because investments are a risky business.
Investment policy guidance for your financial procedures manual.
Last reviewed: 10 April 2021
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