Investing charitable funds: A question of balance

As a Charity, getting the right financial advice is as vital as fundraising. Not only do you have a duty of care to fund immediate charitable activities, but also to use surplus funds to secure your charity's long-term viability. It's a balancing act that relies on you making the right investment choices and leaving nothing to chance.

But not every board of trustees is made up of investment managers or ex-stockbrokers. And not every financial advisor has sufficient knowledge and understanding of the sector to be able to offer relevant and appropriate advice.

At PROACT, however, we offer a specialist bespoke service to the charities sector that enables trustees to make investment decisions with confidence.

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