Finance, Finance & law

Investing for Charities

Charity investment is a responsible business - judging how much to spend and how much to keep for the future is enough to keep you awake long into the night.

investing for charities book cover

Available to pre-order. Published June 2024

Investing for your charity requires careful consideration. Your first instinct when investing your charity’s fund may well be one of caution, avoiding risk and not over-spending. A seemingly natural and vigilant approach, but one that this innovative book turns on its head. It challenges conventional charity investment practice and argues that a growing pile of money should be seen as a measure of failure – what your charity has failed to spend – rather than success. Being over-protective of the capital can thwart your charity’s ultimate mission; meanwhile, spending more can make a real difference.

This book cuts through the investment industry’s mystique and jargon to show you how you can set an investment policy and think clearly about your financial goals and measures of success. It is not aimed at investment technicians but is based on sound investment principles. It will help you make sensible and well-informed investment decisions and, ultimately, empower your charity to do more with its valuable resources.

What does it cover?

It covers:

  • Financial objectives and goals
  • The investment market
  • Spending and reserves policies
  • Strategy and responsible investing
  • The law and governance
  • Investment practice
  • Performance management

Who is this book for?

This book is for anybody with responsibility for handling a charity’s investments, including trustees, CEOs and staff involved with their charity’s financial strategy. Although no prior investment knowledge is assumed, it is also useful for those in the investment industry itself. Whatever the size of your charity, if you already have investments or are considering moving into this area, this book offers straightforward, pragmatic principles that you can put to good use.

About the author

James Brooke Turner

James Brooke Turner has worked for charities with investments his entire career and has been a trustee of numerous others, including the Association of Charitable Foundations. He has been the Investment Director of the Nuffield Foundation for many years, where he has helped to deliver some of the best returns in the sector. James co-founded Yoke & Co., a consultancy supporting charities to take ownership of their investment strategy. He has written and spoken extensively about charity investing. James studied the History of European Art at the Courtauld Institute and later Medieval Insolvency at Birkbeck. He has numerous professional qualifications and was recognised by the Charity Finance Group as one of the inaugural Inspiring Leaders in Charity Finance.

 

If you are interested in buying multiple copies for colleagues or customers, see our bulk discount rates or contact our Customer Services Team for advice at [email protected] or call 020 4526 5995.

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Price £35.00

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