Article last updated 27 November 2025.
Featuring Vicki Butler, Head of Policy and Public Affairs at Charities Aid Foundation, Rebecca Young, Chief Policy Analyst at NCVO, and hosted by Andrew Maxwell, Senior Investment Director, Charities, at Rathbones, this webinar will give trustees the opportunity to hear informed perspectives and take away ideas to help strengthen their organisations’ financial resilience for the future.
7 mins
Trustees who are responsible for a charity’s investment portfolio might need to adjust their priorities in the current challenging financial climate, James Ayre, Fund Manager, Charities, and Kate Elliot, Head of Research, Rathbones Greenbank, tell Ian Allsop, contributing editor for Charity Finance.
3 mins
The Chancellor's autumn statement arrives at a critical moment for the voluntary sector. Demand for support is rising, fundraising conditions remain challenging, and policy decisions made this week will shape the financial realities facing charities for years ahead.
3 mins
As the Chancellor unveils the Autumn Budget, charity leaders across the UK are again assessing what it means for their funding, reserves and long-term plans. Against a backdrop of economic uncertainty, the Budget’s policies ripple quickly through the voluntary sector, shaping everything from government grants to investment returns.
For trustees, the challenge is clear: how to balance immediate financial pressures with the need to secure their charity’s future. At Rathbones, we believe that resilience, not reaction, is the defining principle for the months ahead.
3 mins
Responsible investment is about more than just avoiding investments that may conflict with the mission of your organisations. Instead, it can encompass a wide range of approaches that, together, help charities manage risk (whether financial or reputational), identify opportunities, and stay true to their values.
In this article, we cover some of the main strategies within a responsible investment toolbox and their importance to charity investors.