An introduction to charity investment
Tilney, Smith & Williamson (soon to be Evelyn Partners)
- Day
- Thursday 16 June
- Time slot
-
15:30-16:30
This event took place almost 2 years ago
- Room
-
Boisdale 1
Wheelchair accessible - Contact
-
Keith Burdon
07976 242 314 - Topics
- Economy Funding & fundraising Governance
- Who was the event aimed at?
Trustees
- Who spoke at this event?
- Keith Burdon & Mark Graham
- Event summary and materials
-
What was covered in your sessions?
We covered an introduction to charity investing and why charities should be considering investing any surpus reserves they have, to protect them from the impact on inflation. Not investing cash is a conscious investment decision and should be discussed by trustees.
Was there any useful feedback or reflection from the participants?
We had great interaction with attendees and there seemed to be a consensus agreement that despite the current market volatility, investing surplus reserves, for the long term, did make sense
How people can find out more or get involved in your work?
Please contact me if you are interested in pursuing investing further keith.burdon@evelyn.com
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