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Charity trustees – balancing financial return and social return on investment


One of the more frequent problems faced by charity trustees is that of balancing the need for charity investments to produce financial benefits with the desire for them to also produce social benefits.

Fortunately, the Charity Commission has now updated its guidance for charity trustees, outlining how they should approach this problem and confirming the conditions under which a social outcome, rather than a financial outcome, may be sought.

Where trustees are taking financial investment decisions, they must:

However, where the investment policy is ‘programme related investment’ (PRI)

Contact Alison Westbrook [email protected] for advice on any charity law issue.

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