Charity Reserves & Investments Survey

13th July 2018

Charity Finance Group are encouraging its members to participate in a survey to help build a picture of the state of charity reserves and investments.

This short survey is being conducted by researchers from two teams at the University of London: the Centre for Charity Effectiveness (CCE) at Cass Business School and the Behavioural Economics team, School of Social Sciences.

The reason for the survey is that inflation can erode badly the true value of cash reserves, and prudent investment is vital for the financial health of any charity. Data shows that several tens of billions of pounds are still held in cash and the team is keen to understand why.

Knowledge from this research should help the charity sector as a whole, and maybe your own charity’s cash holding and investment policies and decisions.

Responses can be anonymous and if any personal data is given this will not be disclosed to any third party.

The final summary will be sent to all respondents.

To take the short 15 minute survey, simply click on the following link – here.

Thank you for your contribution.

The research is sponsored by Standard Life Wealth and supported by both CFG and the Honorary Treasurers Forum.