Charity publications

Explore Rathbones’ latest charity publications including research, insights, and guidance designed to support trustees and charity professionals.

How to select an investment manager: A guide for charity trustees

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Responsible capitalism: Benefiting society and investment returns

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How to recruit trustees for your charity, a practical guide

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Investment matters: A practical guide to CC14

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What to include in an investment policy statement

Download file (for charities in England and Wales)

What to include in an investment policy statement

Download file (for charities in Scotland)

Income-only or total return investing?

View the full version of the report

Understanding investing: ethical and sustainable investment – a short guide for charities

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Basic ‘rules’ for long-term investors A short guide for charities

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For more information on our services for charities, please contact Andy Pitt, head of charities – London, on 020 7399 0296.