Personal health budgets and charities
Technical briefing

Personal health budgets and charities

10 Nov 2014

Iam Hempseed considers how the expansion of personal health budgets affects charities.

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Personal health budgets and charities

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Taking great care

Two recent cases concerning local authorities and nursing homes have widespread implications for carers, patients and relatives

Alison McKenna

Ian Allsop finds out about Alison McKenna's plans for the Charity Tribunal.

PILI's sugared pill

How pro bono legal work is helping to bolster civil society in Eastern Europe.

Hanne Stinson's vision

There is a growing resentment towards religion in the UK, according to the chief executive of the British Humanist Association, Hanne Stinson. Can we hope for a world without religious privilege or discrimination?

The widely held view that charities should stick to doing good works and stay clear of campaigning is a recipe for social stagnation. The world has changed, charities need to change with it and speak truth to power about what it takes to solve root causes of societal ills rather than pussyfoot around problems.

» Liberal influence: Andrew Hind interviews Lord Rennard

Investment lessons

Could an investment strategy be the solution to schools maintaining charitable status? Graham Wainer The 2006 Charities Act compels independent schools to justify their on-going charitable status by proving their worth to the wider community. Governors, bursars and head teachers have had to recognise this shift in emphasis and its potential implications for their schools' financial planning. The benefits that charitable status confers are significant, namely exemption from both capital gains and income tax as well as no inheritance tax implications for benefactors. In 2004, the Independent Schools Council estimated that the annual fiscal benefit of charitable status amounted to nearly £100m.

A new alternative

Is it time to take a new approach to investing in alternatives, asks Ewen Cameron Watt The old investment adage about not putting all your eggs in one basket may be a hackneyed cliché, but recent market movements illustrate its ongoing pertinence. Appropriate diversification across a broad range of asset classes can mitigate some of that market volatility and ultimately improve returns as illustrated by the model pioneered by some of the university foundations in the US. The benefits of using alternatives to achieve this greater level of diversification include generally low correlation with traditional asset classes such as equities and bonds, significant diversification benefits which can help to improve overall portfolio efficiency, and illiquidity premium for providers of long-term capital such as charities (both in terms of the endowment or more permanent portion of their portfolio and any defined benefit pension schemes they may have). Additionally, certain alternative asset classes offer some protection against inflation surprises.

Fraud focus
In-depth

Fraud focus

21 Nov 2008
Tags: Fraud

Simon Arundel provides a guide for fighting fraud. When times are hard, financial fraud inevitably rears its ugly head.

Keeping your legacies after a merger

When the Charities Act 2006 included a provision for a register of mergers, the benefits seemed clear. But it's not proved as straightforward as everyone hoped, says Debbie Nunn.

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Data protection - threats to charities

3 Nov 2014

Mairead O'Reilly highlights some recent cases to explain why data protection is an increasingly important...

App and away with the Midlands Air Ambulance

1 Nov 2014

Kirsty Weakley has a look at how an air ambulance charity developed an augmented reality mobile app and...

Feelings of security

1 Oct 2014

Charity Finance organised a debate on IT security, hosted by Ntegra. Ian Allsop accessed the discussion...

How to keep long-term partnerships fresh

14 Nov 2014

Age UK and the drinks company Innocent first teamed up for the Big Knit over ten years ago. Their relationship...

Meet the funders: Barrow Cadbury Trust

14 Nov 2014

The Barrow Cadbury Trust works to achieve social justice and bring about change. Sara Llewellin, the trust’s...

Meet the funders: Les Mills Fund for Children

14 Nov 2014

The provider of group fitness classes Les Mills launched its Fund for Children in June this year, providing...

Opening another bank account

1 Nov 2014

Tina Allison advises the chair of a charity who is unsure about why staff are asking for a new bank account...

Why we're changing governance to ensure our future

1 Nov 2014

Natasha Hart, founder and chief executive, Newham All Star Sports Academy, explains why being named Overall...

Staff signing bank mandates

1 Nov 2014

Sam Coutinho advises the chair of a charity who has discovered staff have been signing bank mandates....