New Investment Opportunities for Charitable Foundations

BWB and the Environmental Funders Network present a seminar to discuss the freedom that charitable foundations have to engage with more proactive, environmentally focused investments.

Dates & Times

September 24, 2013 @ 12:00 am

Following the Charity Commission’s review of the law on investment last year, charitable foundations now have the potential to be more progressive in their investment policy. Some more adventurous charities are engaging with Programme Related Investment and Mixed Motive Investment as set out in the Charity Commission’s Charities and Investment Matters, A Guide for Trustees.

The session will cover the following topics:

  • The law as it relates to the investment duties of charity trustees
  • How your foundation can be more liberal than you may think
  • James Perry of the charitable foundation Panaphur will present on how his charity is engaging with new investment forms

There will be plenty of time for questions and discussion.