MHA | Charity investment Governance Principles
NFP eNews January 2024 1

Charity investment Governance Principles

Posted on: January 24th 2024 · read

Before the end of 2023, the Charity Finance Group launched its new Charity Investment Governance Principles project, which aims to develop a set of principles for trustees to use when making decisions about their charity investments.

The CFG are aiming to ensure that the principles reflect the outcomes of the high-profile Butler-Sloss case of 2022 and complement the Charity Commission’s recently updated ‘Investing charity money: guidance for trustees (CC14)’ guidance, and the Charity Governance Code. Whilst it is the CFG who will be hosting the project, the project’s steering group will include representatives from the Association of Charitable Foundations (ACF), National Council for Voluntary Organisations (NCVO), Wales Council for Voluntary Action (WCVA), and the Secretariat of the Charities Responsible Investment Network (CRIN).

Furthermore, the project’s expert advisors include legal representatives from Bates Wells and the ICAEW.

The steering group is delighted to launch the Charity Investment Governance Principles project. By convening investment and legal experts, charity sector bodies and leaders, we are working together to develop a set of universal principles that will increase confidence in the governance of charity investments.

Richard Sagar, Head of Policy at CFG

Trustees and leaders of charities with an interest in investment governance are encouraged to register their interest to engage with the project, and can do so by completing this form. An open consultation will be held in Spring 2024, before expected publication in Summer 2024.

This insight was previously published in our Not for Profit January 2024 eNews

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