Helping charity trustees navigate investment with confidence
Charities face a distinct set of challenges when it comes to investing – from navigating market volatility and balancing short- and long-term goals, to aligning investment strategy with their mission and governance responsibilities. Our Investment Support hub is here to help.
This is your destination for clear, practical guidance on the issues that matter most to trustees and charity executives. Whether you’re reviewing your investment policy, exploring sustainable investment options, or managing cash flow in uncertain markets, you’ll find content designed to build your understanding and support better decision-making.
Drawing from the Charity Investment Governance Principles (CIGP) and other authoritative UK-based sources, we've structured the hub into key sections to guide you through the complexities of charity investment.
Stronger governance
Building strong foundations for charity investment
Strong governance is at the heart of effective charity investment. These core sections provide trustees and executives with practical guidance on the principles, policies and practices that shape sound decision-making. Explore each area to deepen your understanding, strengthen oversight, and ensure your investment approach supports both your mission and long-term financial resilience.
Introduction to charity investment governance
Legal and regulatory framework
Developing an investment policy
Ethical and responsible investing
Risk management and diversification
Selecting and working with Investment managers
Monitoring and reviewing investments
The future of charity investment governance
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Trusted external guidance
A selection of trusted external resources to help you navigate charity investment governance with confidence.
Charity Commission CC14: Investing charity money: a guide for trustees
Authoritative guidance for trustees on legal duties and investment decision-making.
Charity Investment Governance Principles (CIGP)
Developed by the Charity Finance Group to help trustees apply best practice across investment strategy and oversight.
UK Stewardship Code 2026
A benchmark for responsible investment and active ownership, endorsed by institutional investors and regulators.
UN Principles for Responsible Investment (PRI)
A global framework for incorporating environmental, social and governance (ESG) factors into investment decisions.
Investment Policy Template – Charity Excellence Framework
A free, editable investment policy template tailored for UK charities.
Guide to Writing an Investment Policy – The Charity Investors Group
Developed by the Charity Finance Group to help trustees apply best practice across investment strategy and oversight.
Templates and practical tools
Investment Policy Template – Charity Excellence Framework
A free, editable investment policy template tailored for UK charities.
Guide to Writing an Investment Policy – The Charity Investors Group
Developed by the Charity Finance Group to help trustees apply best practice across investment strategy and oversight.