Investment overview


How to invest charity money – guidance from the Charity Commission for England and Wales.

Charities and investment matters: a guide for trustees (CC14) – this guidance from the Charity Commission provides information to trustees on how to invest charity funds.

Glossary of investments terms – this glossary from the Charities Aid Foundation can help charities understand the language of investments.

Investment management and borrowing – free guide from NCVO/Knowhow; further information on the different types of social investments and who provides them can be found here.

Writing a charity’s investment policy – guide from the Charity Finance Group/Charity Investors’ Group that includes   model templates and good practice examples.

Investing in impact: developing social return on investment – report available on the Forth Sector Development‘s website.

Social investment – information available on the Good Finance’s website

Useful organisations/websites

Good Finance – a collaborative project to improve access to information on social investment for charities and social enterprises.

Charity Finance Group – helps charities deliver their objectives providing resources to improve their financial management, governance and leadership.

Charities Aid Foundation – this charity provides financial support, advice, insight and expertise to help charities perform at their best.

Share your content:

We know the very best people to help Visionary members are other Visionary members.  Organisations who share a similar vision and mission, and experience similar problems and predicaments but who may have found some nimble solutions and resolutions. Please do consider sharing your guides, plans, templates to help others take their work forward. We can, if you wish, password protect your work so that anything you share will be seen exclusively by Visionary’s network. If you have great knowledge to share, please email your documents to Visionary



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