Caroline Rose Charity’s Post

Investing money successfully is fundamental for many charities’ financial sustainability – but it can be a complicated business. For trustees, getting the decision-making right is one of the most important parts of the job. But if your charity has multiple investments managed by more than one fund manager, it can be particularly complex and time-consuming. And without a holistic view, how do you know whether you’re achieving the best results for your organisation and the people it supports? 💡 Consolidated Reporting can help. It gives you a complete overview of all your investments in one simple report, providing insights to help you and your board/finance team make the right investment recommendations and decisions. 👉 Find out more here: https://bit.ly/3Tib1yA 👉 Or drop us a line if you’d like a chat: [email protected] #charity #nonprofit #thirdsector #charities #investing #investments #charityinvestments #charityinvesting #ConsolidatedReporting #CharityIntelligence

New blog alert! The Power of Partnership: Insights from the Charity Accountants Conference. Partnerships are vital for tackling challenges and driving innovation in the charity sector. At this year’s Charity Accountants’ Conference, we explored how collaboration can strengthen financial resilience, governance, and strategy. Discover the key takeaways in our latest blog: 👉 Read more here: https://lnkd.in/gpedpzWd How do you see c-suite partnership shaping the sector? Share your thoughts! #CharityFinance #Partnerships #SayerVincent Directory of Social Change

It’s really, really difficult... We know that at the helm of a charity, you navigate a unique journey—one that challenges you to harmonise impactful work with stringent financial stewardship. We understand that every decision you make must strategically enhance both your mission and your financial stability. We dive deep into the heart of your charity's mission, aligning our strategies with your unique goals and resources. We work within your distinct objectives and the resources at your disposal, transforming fundraising into a driving force for sustainable growth. We know the challenges you face: the necessity of stretching every pound and the pressure to deliver results. That's why we tailor our services to fit not just your needs, but your financial realities, crafting fundraising strategies that are as budget-conscious as they are effective. We’re not about flashy, short-lived wins; we’ll build you a powerful, enduring fundraising engine to propel your mission forward continuously. At Vantage, we do more than just outline plans. We bring them to life, implementing and overseeing projects that generate real, measurable outcomes. We invite you to discover how a partnership with us can turn your fundraising activities into a long-term success story, fortifying your mission and extending your impact. #notforprofit #thirdsector #charityceo #charityfundraising #charity

Charitable Giving: Transform your financial success into a force for good. Learn how strategic giving can benefit you and your chosen causes at https://ftt.rocks/43JW4ZS. #ImpactInvesting #CharitableLife

Is your charity leveraging its financial data to make the very best decisions and unlock even more impact? At FinOps Partners, we focus on turning financial data into captivating narratives that allow charities to understand what's working and what isn't. Clear, actionable financial data empowers charity leaders to make informed decisions, set realistic goals, and communicate their impact to donors in a compelling way. As the demand for transparency and accountability surges in the sector, it’s a great time to be asking these questions internally. 👉🏻 I created a financial health check tool for charity senior leaders. It’s currently free on my website - check it out. It’s a fantastic way to understand your charity’s financial strengths and weaknesses. #charity #charityfinance #finance

Charitable Giving: Transform your financial success into a force for good. Learn how strategic giving can benefit you and your chosen causes at https://ftt.rocks/43JW4ZS. #ImpactInvesting #CharitableLife

Charitable Giving: Transform your financial success into a force for good. Learn how strategic giving can benefit you and your chosen causes at https://ftt.rocks/43JW4ZS. #ImpactInvesting #CharitableLife

Grant management can feel like a balancing act, tracking every penny and reporting on it accurately. To keep things under control, establish clear guidelines on spending right from the start. Use simple tracking tools to monitor where funds go and set up regular check-ins to keep things in line. Reporting back to funders is your chance to shine, so make it straightforward and transparent. When they see their support is making a difference, they’re more likely to continue funding your mission. ——— 🤝 I help senior leaders working for SMEs and Charities optimise their financial operations. ♻️ Share this with your network if you found it helpful and follow along to help me on my journey to making finance… make sense! #finance #financialoperations #SME #Charity

Financial stability is crucial for any nonprofit. GPAMG offers expert financial management services to ensure your organization remains compliant and financially healthy. Let us handle the numbers while you focus on your goals. Learn More: www.gpamg.org #FinancialManagement #NonprofitFinance #GPAMG #SustainableGrowth #GPAMGphilly #AssociationManagement

Giving with purpose starts with a plan! 💙 Here are 3 simple steps to create your charitable giving plan: 1️⃣ Define Your Why – What causes are closest to your heart? Start with what matters most to you. 2️⃣ Set a Budget – Decide how much you want to give and make it part of your financial plan. 3️⃣ Think About How & What to Give – Whether it’s your time, money, or skills, every contribution makes a difference. Taking these steps can help you give intentionally and make a meaningful impact. 🌟 #CharitableGiving #PlanWithPurpose #MakeADifference #financialplanning