Has your charity reached the financial tipping point?
Hosted by Aberdeen Standard Capital
Date: Thursday 21 February
Time: 9.30am – 10.30am
Room: Dochart Suite
Julie Hutchison, Charities Specialist will share the results of research carried out with CASS Centre for Charity Effectiveness into the Tipping Point, which unpicks the barriers facing trustees as they approach the transition from holding cash to investing for the first time.
Using a new diagnostic tool available for you to personalise for your own charity, this practical workshop will look at the process, policy and perception challenges arising for trustees, with practical tips on addressing these against the backdrop of OSCR’s new charity investment guidance. This includes support on how to approach writing an investment policy statement, and commentary on the governance and process aspects which can support your charity successfully in this area.