Longer term financial planning

If your organisation are looking to develop longer term financial plans you may wish to consider the following activities.

Investments

For charities in England & Wales:

• The Charity Commission has produced Charities and investment matters: a guide for
  trustees.
• Charity Aid Foundation provide guidance on how to plan investments with advice on various different options.

For charities in Scotland:

• Scottish Charity Regulator – Charity investments: guidance and good practice