Charity resource hub Practical guidance with added value

Hear from experts across our firm with unique investment and charity sector insights, together with guidance on best practice. Our innovative bite-size trustee training is free from jargon, easy to access and helps you stay up-to-date.

Charities across the UK might find they have an unexpected source of financial support in the years ahead, when it comes to a (positive) unintended consequence connected to the 2024 Autumn Budget.

28 March 2025

Although grant making clients have been our largest charity client group in the UK for many years, I’ve never worked directly for one; until now. Julie Hutchison, explains more about her secondment at LGT Venture Philanthropy.

Hospices in the UK rely more on donations, gifts in wills and income from their charity shops, compared to the role of government funding for the hospice sector.

The lines between philanthropy and impact investing are blurring, as donors also want their investment portfolios managed in more positive ways.

customer paying with card in christmas shop

With the festive season upon us, and Giving Tuesday taking place on 3rd December, it’s a time of year when generosity of spirit is highlighted. It’s an important date in the charity fundraising calendar and illustrates both how fundraising has evolved and how technical innovation is enabling...

For individuals considering donations to charity, there were no notable mainstream tax changes in the UK Autumn Budget 2024. There are some limited technical changes from 6 April 2026 in specific scenarios to prevent donors from obtaining a significant financial benefit from donations. Find out...

For most people, the concept of retirement is something which only becomes real later in life. But professional athletes can find that retirement as a 20- or 30-something beckons, and may be accelerated by a career-ending injury. What follows can often require a period of reinvention as a new...

A shot of the Glenbatrick cottages of Isle of Jura, Scotland

Thirty years ago, on 23rd of August 1994, one million pounds was deliberately burned and destroyed in an old disused boathouse on the Scottish Isle of Jura. The answer to who would do this is the K Foundation, founded by The KLF band members: Bill Drummond and Jimmy Cauty. Why hold a bonfire?

Colourful wall of Edinburgh Fringe posters

It takes a huge base of support to make the Edinburgh Festivals happen and as public finances continue to be squeezed, Julie Hutchison, Technical Director for Philanthropy and Charities, discusses how philanthropy will play an ever-more important role in our latest insights.

If you have a box in your attic with old charging cables, mobile phones and other devices, you are not alone. E-waste is a fast-growing issue. You might however be surprised to know there are ways it can be repaired, re-used and recycled, creating benefits not only for environmental protection,...

Woman standing on table with hands up surrounded by a group of men in suits

50 years ago to the day, on 23rd March 1973, women were first admitted to the London Stock Exchange. It was another two years before a woman could open a bank account in her own name. This didn’t stop women participating in capital markets though, as Abika Martin, Investment Manager, explores

This week has been Good Money Week, designed to raise public awareness of the benefits of sustainable and ethical investment and finance. In light of a landmark High Court ruling from April this year, this is more relevant for trustees of charities than ever before, as Abika Martin explains.

Videos

Explore our videos which feature topical webinars and educational shorts. Gain insights, strategies, and inspiration for your organisation.

What does ESG stand for? Why do we value integrating ESG into investment research?

What are bonds? How do bonds work? Why might they be appropriate for a charity investment portfolio?

What is it like to be a first-time charity trustee and how can you attract them? Watch our video where LGT colleagues share their personal journeys, insights, and valuable guidance for anyone considering this rewarding role.

Events

Discover the upcoming charity sector events where our team will be participating and exhibiting this year. Additionally, stay tuned for details on our exclusive events and webinars, where we invite you to register and join us.

Literature

Review our charity sector literature, a selection of guides, brochures, and articles tailored to focus on relevant themes. Explore and stay up-to-date.

Charities team performance data website image (3)

For over 20 years, our specialist Charities Team has been investing responsibly for charities, foundations and endowments; delivering strong investment outcomes through portfolios that align with our clients' values and seek to positively benefit people and the planet. The team manages approximately GBP 1.5bn on behalf of UK charities.

Within this guide, we hope to provide guidance and practical support to trustees when they are considering creating an investment policy statement.

Gain valuable insights for your charity's investment manager review process with our guide. From timetable planning to evaluation grids, discover practical strategies for effective decision-making.

Explore how biases like overconfidence, loss aversion, and herding affect charity investment decisions, offering strategies to mitigate these for better outcomes.

Our specialist team has many years’ experience helping charities and non-profits with investment and portfolio creation. Discover how our unique process allows us to build solutions that meet your specific needs and objectives.

Learn more about the latest trustee investment guidance, CC14, released by the Charity Commission for England and Wales.

This is an exclusionary policy designed to capture the typical exclusions that a charity may wish to apply to their investments.

Recent High Court ruling confirms validity of climate-related screening for investments, emphasising trustees' discretion. Learn about the implications and importance of updated Investment Policy Statements (IPS) for informed charity investment strategies.

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Charity resource hub Practical guidance with added value

Charities

Charitable giving with your pension

Understanding more about international grant makers

Helping hospices to manage their income

Themes from a philanthropy dialogue in Davos

Videos

Two-minute explainer – Demystifying ESG

Two-minute explainer – Unpacking bonds

Getting started as a first-time charity trustee

Events

Literature

Contact us

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