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  • Charity investments: guidance and good practice
    • 1. Introduction
    • 2. What is an investment?
    • 3. Why have investments?
    • 4. What can and should charity trustees do in relation to investments?
    • 5. What else should you think about before investing?
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    • 9. Glossary
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Guidance Search

Charity investments: guidance and good practice

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

This Guidance sets out some of the key points to consider if your charity has investments or is thinking about investing and how your duties as charity trustees apply.

Download the full pdf version here. 

Download a large print version here (point 18 font).

1. Introduction

2. What is an investment?

3. Why have investments?

4. What can and should charity trustees do in relation to investments?

5. What else should you think about before investing?

6. Discussing your charity’s investment policy

7. Implementing your investment policy

8. Providing information to the public

9. Glossary

10. Top 10 key points

< Where can I get more advice?1. Introduction >
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