Wednesday 16 November 2011

Investment guidance

The Charity Commission has recently issued updated guidance to charities. It broadens opportunities for trustees beyond solely considering financial return (eg social return). But, trustees must have clear motives for investment decisions and be able to justify best use of charitable resources.

An Action Guide for Charities on ethical investments was released to coincide with National Ethical Investment week. It highlights opportunities and impacts of ethical investment and sustainability and outlines some steps for considering the issues further.

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Governance for smaller organisations

Trustees’ week saw the release of a new governance code designed especially for smaller charitable organisations. It mirrors the principles of the main governance code but is designed to be clearer and easier to use for those organisations with limited resources. It is available from here.

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Charity Commission bulletin

The Commission has launched a new bulletin service which aims to provide facts and figures on new registrations and highlight themes and emerging trends in the charity sector, as well as promote good practice. The initial bulletin which focuses on trusteeship and governance is available here.

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Reduced service? - early warning

From 2012/13 we are facing the total loss of our funding which primarily supports the production of our newsletter (Balanced Sheet), this e-bulletin and our 9-5 advice line. This will restrict our opportunity to continue providing these services. When the funding position is finalised we will let you know of the resulting impacts.

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2011 survey – last call!

Many thanks for all your feedback on how we have performed this year and how we might further improve. We are still analysing the results and will report back next month. There is still time – until the end of this week - to give us your views. If you would like to, and have not yet done so, you can find the on-line survey here.

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E-Bulletin

Our e-bulletin is issued on a monthly basis and sent directly to registered subscribers.  It is also available from our website.  We welcome any feedback on the content and format so that we can improve it and make sure it meets your needs.  Please let us know if you have any comments or suggestions.

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