Charity trustees, staff and committee members can now use a new tool to check and demonstrate good investment governance.
Last week, the Charity Investment Governance Principles (CIGPs) steering group launched a self-assessment tool to help charities put the principles into practice.
Launched in January 2025, the seven principles were created to reflect the outcomes of the Butler-Sloss case, bringing charity leaders greater clarity and confidence when making investment decisions.
The principles are not legal or regulatory requirements; they are optional and complement the Charity Commission’s CC14 guidance and Charity Governance Code.
The steering group comprises Charity Finance Group (CFG), NCVO, WCVA, the Association of Charitable Foundations (ACF) and the secretariat of the Charities Responsible Investment Network.
‘Good investment governance shouldn’t feel out of reach’
The steering group said the tool gives charities “a practical way to check whether their investment governance procedures and oversight are working well”.
While the tool is aimed at larger charities holding investments, resources including guidance for smaller charities that mainly invest cash are also available.
Richard Sagar, head of policy at CFG, said: “We’re delighted to see the launch of the self-assessment tool.
“Good investment governance shouldn’t feel out of reach for any charity.
“What makes this tool so valuable is its simplicity: it gives trustees and staff a practical, accessible way to check they’re on the right track, demonstrate that they’re meeting the key outcomes, and adjust over time.”
Carol Mack, chief executive of ACF, said: “The CIGPs were the result of real collaboration across the sector, and it’s been encouraging to see them so well received since launch.
“This new self-assessment tool is a natural next step. It turns the principles into something charities can pick up and use straight away.
“We’d encourage charity leaders to make use of it and to explore the wider resources available on the CIGP website.”
