Laura Soley and Alice Faure Walker have published an article in the Independent Schools Management Magazine, April 2025 edition. Their article, “Unlock your funds” gives top tips for independent schools on unlocking charitable restricted and endowment funds for broader use, including changing purposes of funds and accessing capital of endowments.
This article should be timely, as we’ve seen an increase in inquiries from educational institutions, including schools, asking about the scope to access restricted funds and endowments. This is driven partly by financial pressures, but also changes to the law last year which removed some of the red tape involved in changing and accessing these funds.
Read the full article below on page 30-31.