Corporate Members 12
Our corporate members are committed to supporting treasurers and providing resources to aid treasurers and their charities in all the work they do.
We welcome applications from like-minded organisations, see how to become a corporate member here.
Access Insurance are Chartered Insurance Brokers specialising in insurance for charities, committees, trustee boards and not-for-profits.
We help charities get the cover they need for the unique risks that they face. Insurance can be confusing; identifying the correct risks to cover can be difficult; that’s why our experienced advisers provide jargon-free guidance and offer a free review of your current protection.
We offer a bespoke solution, arranging typical covers such as liability and indemnity insurances or building and vehicle policies to more complex insurance cover.
We are committed to helping charities manage risk, with over 15,000 organisations trusting us to advise and arrange their insurance each year. Charity is also embedded in our company culture; one of our goals is to give £500,000 to charity each year by 2025.
Alliotts LLP is an independent mid-tier firm of Chartered Accountants and business advisors. Our Charities team, headed up by the senior partner, comprises experienced audit, accounts and tax specialists working collaboratively to provide advice and services to clients ranging from small local organisations to larger national networks.
As a Charity you need to be confident that regulatory and compliance matters are in a capable pair of hands you can trust. You also need professional advice and support to ensure your organisation operates efficiently in an increasingly competitive market. We are an empathetic team of professional advisors who understand these challenges, and who deliver a prompt, technically accurate and cost-effective service to meet your needs.
Most of our partners hold honorary or voluntary posts in charity, not for profit or community organisations, which gives us a clear understanding of the issues you face. As well as extensive sector expertise, our charity accounting team has experience of working with corporate clients; our charity clients value this added commercial perspective we bring to their organisations. A successful working relationship is based on open communication. It’s this, partner level oversight of assignments and continued investment in our people that makes us different.
ACIE is an association of people who carry out IE, providing support and information to its members, charities and other interested parties.
• Founded in 1999, ACIE are the only professional body whose sole focus is IE.
• Full Membership is the only way for people without any other accountancy qualification to undertake IE at a higher level (i.e. above £250,000 in England & Wales and Northern Ireland and the examination of accruals accounts in Scotland).
• The Full Membership procedure is the only route available to people wanting to have their work in Independent Examination scrutinised and validated.
The ACIE provides a regular programme of seminars and conferences aimed at ensuring that Independent Examiners are up to date and conversant with Best Practice.
The Centre for Charity Effectiveness (CCE) at Bayes Business School (formerly Cass) is the only specialist centre, working with nonprofits, to be found at a global business school, that offers a combination of applied research, postgraduate masters degrees and professional development.
Our vision is that of a nonprofit sector leading positive social change. Since our inception over 20 years ago, we’ve enabled transformation for those working within and alongside the sector by improving governance performance, cultivating outstanding leaders and supporting sustainable change for organisations worldwide.
CCE creates value by offering a unique blend of multidisciplinary and cross-sectoral skills and expertise, practitioners and management consultants working alongside academic faculty, for our UK and International students, delegates and clients.
At Buzzacott we are trusted for the experience we have, the specialisms we understand, the relationships we build and the values we live by. We define ourselves by the needs of our clients. And our enduring client relationships are founded on continuity of team members, ease of access, and specialist knowledge. Nearly 450 of us work collaboratively in specialist teams under one roof to tailor-make solutions.
Specialist, single office UK charity team
Our Charity and Not for Profit team, with over 100 specialists, is one of the largest single office charity teams in the UK. We strive to make your difficult job as easy as possible, providing comprehensive audit, accounting, VAT, tax, grant management, and financial advisory services - bespoke to your needs. Our advice ranges from governance, and strategic oversight, to impact reporting, risk management, and internal controls.
If you ask charities and not for profits why they value Buzzacott, they say it’s our empathy with their work and understanding of the legal and accounting framework they operate in. Our expertise spans education, religious orders, International NGOs, healthcare charities, membership and professional bodies, grant giving foundations, social enterprises, and arts charities.
We are owned by the Charities Aid Foundation. CAF connects charities with funds, and we at CAF Bank help charities to manage those funds. Our connection with such a long-established charitable organisation highlights how we believe in banking with purpose. Our tailored approaches, expert guidance, and genuine care allow you to concentrate on supporting the people who turn to you. For those not already working with CAF, banking with us means you’ll benefit from the insights and specialist support of our network. As for any surplus we make? We return it to CAF, so they can continue to help charities thrive.
CCLA is a specialist fund manager dedicated to the distinctive requirements of charities and public sector organisations. Our purpose is to help our clients maximise their impact on society by harnessing the power of investment markets. We have been responding successfully to the changing needs of treasurers and trustees since 1958 and are now the UK’s largest manager of charitable funds.*
We deliver trusted, responsibly managed and strongly performing portfolios to organisations of all sizes, backed up by efficient and informative client service to help you fulfil your governance responsibilities.
*Fund Management Survey 2020 published by Charity Finance.
CCLA Investment Management Limited and CCLA Fund Managers Limited are authorised and regulated by the Financial Conduct Authority.
Established in 2000 by Steve and Raya Wexler, CharityJob is based in Kingston upon Thames and has about 30 staff. CharityJob is the leading specialist website for the voluntary sector in the UK. The site carries job ads for thousands or charities every year, and currently receives close to half a million unique visits a month.
Job ads can often receive dozens of applications. How can you sort these applications and communicate with so many candidates? To help with this, CharityJob recently launched its own free Applicant Manager software. From January 2021 this will include an Anonymous Recruitment tool to make your recruitment fairer and more diverse.
Volunteer vacancies may be advertised on CharityJob free of charge.
We also run an online community for the sector called CharityConnect (charityconnect.co.uk) to enable charity professionals to interact with their peers on any subject. This now has 20,000 members.
Ecclesiastical Insurance currently insures over 45,000 charities and being owned by a registered charity we understand what it means to work in your sector.
Ecclesiastical has been helping to protect not-for-profit organisations for over 130 years and we are committed to ensuring our expertise helps prepare the sector for the future. We work closely with key organisations and bodies to ensure we are up to date with the challenges facing the sector and to enable us to provide the best support. Our charity cover is designed to give you what you really need, protecting volunteers as well as staff and including bespoke cover options such as reputational risk and cyber.
We are dedicated to our goal to be the most trusted and ethical specialist financial services group. Giving millions of pounds to charity and hundreds of hours in volunteer time. We are also the UK's top insurance company for charitable giving in The Guide to UK Company Giving1.
As well as specialist covers, we have expert guidance and support designed especially for charities, including helplines for risk advice, Public Relations crisis assistance and how to handle cyber risk.
And with 98% claims satisfaction2, you can be confident we’ll be ready to resolve claims quickly and fairly.
1. 11th edition, 2016 The UK Guide to Company Giving
2. Based on responses to Ecclesiastical’s claims satisfaction Survey 2016
Evelyn Partners is an integrated investment management and professional services group and was formed of the merger of Smith & Williamson and Tilney Group. Today we manage more than £3.2 billion for more than 1225 charity clients (as at May 2023).
We work with our charity clients to fully understand their financial objectives and their mission and then create and implement a truly bespoke portfolio that manages their risk and their longer-term income and growth goals. Our charity investment relationships are grounded by maintaining strong communication with our clients. We strive to always understand the trustees’ primary drivers in real time regardless of whether those drivers are income, risk, return, ESG and mission alignment or all of the above.
Evelyn Partners’ fully integrated ESG screening and reporting allows us to provide an expert responsible investment service to those charity clients who are especially focussed on aligning their investments with their mission and their broader policies. This service helps us to further deliver a truly bespoke charity service and ensure our clients that their investments will be positioned appropriately to achieve their long term financial goals while also protecting their reputation.
Farrer & Co, modern lawyers with timeless values.
Quality client service sits at the heart of everything we do.
Our charity and not-for-profit clients value our in-depth knowledge, technical excellence and diversity of disciplines. Although what really binds our long-standing relationships is our approach: pragmatic, plain speaking, approachable, responsive and always steadfast in our values, which we hold dear. Values which mean we gain our clients' trust, always strive to do the right thing, and aim for the best results for them.
Clients trust us to advise on all aspects of their operations from challenging regulatory and compliance issues, charitable structures, trading, fundraising, financial difficulties and insolvency, legacy disputes, serious incident reports, tax and social investment, to major governance reviews. Working with other specialists from across the firm, we support charities with protecting the personal data they hold, safeguarding and child protection, crisis management, disputes, major infrastructure projects, mergers and restructuring, and how they can protect and commercially exploit their brands.
At Grant Thornton UK LLP our mission is to support charities in their missions. We know the scrutiny that charities face and we share our expertise with them – whether that is developing new skills, achieving regulatory compliance or other strategic ambitions. We work with some of the UK’s largest charities to deliver audit, assurance tax and advisory services, as well as using our global network for extra support for those working overseas.
For further information contact James Kirkland Public Sector and Not for Profit BD
on +44 (0)20 7728 2303 or by email firstname.lastname@example.org or
Paul Rao on +44 (0)161 953 6303 email email@example.com
haysmacintyre is an award-winning top 25 firm of chartered accountants and tax advisors, with one of the largest charity and not for profit teams in the country.
Our Charities team is one of the largest in the country, and we audit more of the top 5,000 charities than any other UK Accountancy firm (Charity Financials' league table; current). We work with over 800 not for profit organisations and offer specialist charity and not for profit external and internal audit, advisory, VAT services, tax advice and compliance, as well as a range of other services for organisations of all sizes. Our experts have a thorough and in-depth knowledge of the challenges, risks, and business issues charitable organisations face, which means we can provide you with a bespoke approach backed up by experience.
Our personal, dedicated service is built around your needs and we work closely with you to achieve the best results. We not only make sure you comply with charity laws and regulations, we can also help you reduce your costs, identify and manage risk, find new sources of funding and be better equipped to achieve your aims.
Founded by Sir Richard Hoare in 1672, C. Hoare & Co is the UK’s oldest privately owned bank.
The business has been owned and run continuously by the Hoare family for 11 generations. A strong, stable balance sheet is underpinned by the partners’ unlimited liability and conservative attitude to risk, while the bank’s small size and distinctive family culture support deeply personal customer relationships.
C. Hoare & Co. enjoys a reputation for exceptional service, providing bespoke banking to high-net-worth individuals, family offices, trusts, landed estates and entrepreneurs. Its pioneering Donor Advised Fund (DAF), the Master Charitable Trust, was set up in 2011 to support customers’ philanthropic activities. The bank’s own philanthropic heritage stretches back more than three centuries and each year the partners donate up to ten percent of profits to a wide variety of charitable causes via its charitable trust, the Golden Bottle Trust. Since 2019, the Golden Bottle Trust has exclusively held investments with a demonstrable intention to create a positive environmental or social return.
HSF health plan can help your employees cover the cost of their everyday healthcare expenses. Their entry level family scheme at just £1 a week provides cover for over 30 health related benefits (including dental and optical), HSF Assist (their EAP), personal accident cover and a shopping discounts package too.
HSF health plan is the trading company of The Hospital Saturday Fund charity and therefore has a firm understanding of how important it is for your organisation to keep costs down. Their schemes are free to implement and discounted for your employees, enabling you to support the health and wellbeing of your staff whilst partnering with a group who use their profits to benefit their communities.
HW Fisher LLP is a top 25 UK chartered accountancy firm providing expert accountancy, audit, tax, corporate and financial advisory services to not-for-profits, charities, high-profile entrepreneurial SMEs, large corporates, and high-net worth individuals. Our reputation is grounded in quality and reliability, delivering premium, bespoke services quickly and cost-effectively. The Firm operates a considerable not-for-profit group, led by Carol Rudge, working with around 300 charities and membership organisations of all types and sizes, from small and domestic to very complex, with branches and overseas operations. As well as a high level of technical skill, we all have a keen personal and business interest in the voluntary sector. We are proud to continue to be voted in the top five charity specialist firms for both quality of overall service and technical expertise in the Charity Finance Audit Survey published by Charity Finance magazine in December 2019.
Latitude is a boutique investment partnership based in London.
We formed Latitude in 2016 to offer investors a straightforward and consistent investment experience. Investment solutions are increasingly complex and, while some of this complexity has merits, we believe the greatest ideas are often the simplest. We pride ourselves on our rigorous investment framework and we have delivered peer group leading returns since we launched.
We invest with high conviction, focussing on qualitative idea generation and intensive due diligence.
Independent fund management boutiques offer the ideal environment for charities who seek to outperform the market but maintain focus on protecting capital. We invest away from the crowd and avoid institutional asset gathering. We have delivered long term capital growth for our clients at an attractive rate above inflation. We emphasise downside protection and have built a risk framework to protect clients from losses.
For further information please contact Freddie Ryecart (Partner)
on 077860 71929 or email firstname.lastname@example.org
see our website: www.latitudeim.com
Moore Kingston Smith is a top 20 accountancy firm and one of the leading firms auditing and advising charities. Our award-winning charities team have been ranked number one for charity expertise in Charity Finance’s 2019/20 Audit Survey.
Our dedicated Charities Sector Group consists of 14 specialist partners and 18 managers supported by over 50 senior staff to provide you with the comprehensive professional service needed to fully support your development. The size and structure of our Group makes us accessible, responsive and facilitates staff continuity, which is highly valued by our clients.
We act for over 700 charities covering a diverse range of activities. These include: medical and health, music, disability, grant-giving trusts and foundations, arts and culture, international and overseas aid, religion and education.
Established in 2015, Novo-K strives to lead the charge towards purposeful procurement for a sustainable future. Our aim is to be the procurement partner of choice to enable high-growth businesses to scale profitably, while having a positive impact on society and the environment.
We support our clients by insourcing expert procurement capability into their business through a comprehensive ecosystem of Managed Services, Consultancy, and Recruitment.
Our values reflect our culture of collaboration, diversity of thought, inspiring change, delivering impact, and taking an entrepreneurial approach!
The Rathbones' charity team is proud to manage £7.1 billion* of assets for more than 1,900 charities, making us the fourth largest charity manager in the UK. We believe it benefits our clients to have their investments looked after by dedicated sector experts and our team of 26 work solely on charity investments. Many of us are involved with charities outside of work: and more than half of our team are charity trustees, demonstrating personal commitment to the charity community and providing invaluable insight into the challenges charities face. We build a service around your priorities, creating an individual strategy and portfolio to match your charity’s income, growth targets and attitude to risk, while looking to protect it in the downturns. Trustees deal directly with an investment manager, who is personally responsible for your charity’s portfolio.
Our offering • A transparent fee with no dealing costs • Tailored portfolios for funds of £500,000 or more • The Active Income and Growth Fund and the Core Investment Fund for charities with £10,000 or more • Single asset class or multi-asset mandates • Access to our trustee training events and regular charity investment papers.
* All figures as at 31 December 2021.
RSM is a leading audit, tax and consulting firm to the middle market with 3,650 partners and staff operating from 33 locations throughout the UK. RSM UK is a member firm of RSM International - the sixth largest network of audit, tax and consulting firms globally. The network spans more than 120 countries, 820 offices and 48,000 people, with a fee income of $6.3bn.
We deliver the big ideas and services that help middle market organisations thrive. Our passion is to help our clients move forward with confidence and realise their full potential.
RSM is well established within the charity sector and recognised as a leading provider of audit and advisory services. We work with a wide range of charities across the UK, ranging in size from small, local and regional charities right through to large charities with national and international operations. Our national charity team includes more than 150 partners and staff and we have a comprehensive range of services available to the sector.
The charity and social business team at Russell-Cooke work with over 400 charities and not-for-profit local organisations we deal with issues ranging from governance reviews charity formations trading Commercial contracts protecting intellectual property data protection health and safety employment issues well as dispute resolution and strategic planning.
Recent work has included assisting Alexandra Park and Palace Charitable Trust with its governance and relationship with the local authority; advising the British Association for Counselling and Psychotherapy on complexities arising from their membership structure; advising Clinks, the Association of Charities working with offenders on a re-structuring of probation and similar arrangements and assisting a new charity take on the ownership and management of a large stately home and estate in Wales.
Sarasin We are one of the leading charity investment managers in the UK, with a focus on global, thematic investments that secure tomorrow through shaping a sustainable future. We believe that investment has the power to grow and protect wealth in a way that benefits society.
Investments built around your charity’s needs
Across our organisation, we take a responsible approach to investment, embedding stewardship principles at the heart of our investment process. We focus on creating a bespoke, sustainable investment strategy for your charity’s unique needs.
Central to our investment approach is partnering with trustees to design and refresh appropriate investment strategies. We have extensive experience of working with our clients to formulate and implement appropriate ethical policies. The Sarasin Charity Authorised Investment Funds operate a bespoke ethical policy, excluding specific sectors, developed over many years of consultation and experience in the charity sector.
Our guide to ethical restrictions (pdf) is designed to help you navigate your ethical options.
Sayer Vincent We are an audit and advisory firm working exclusively with charities and social purpose organisations. We are a practice based on audit but extending to highly specialised commercial tax advice, risk and assurance services, as well as other consultancy services. We have our headquarters in London and satellite office in Birmingham; and operate across the whole of the UK.
Set up in 1983, our key strength lies in our values as this affects how we work as a firm. Our sights are set on the beneficiaries of each charity we work with – we give their interests priority. We actively work to provide support and guidance to the sector through our series of Made Simple guides and other resources; our webinars and collaboration with the Centre for Charity Effectiveness and Charity Finance Group delivering the Inspiring Financial Leadership Programme. Members of the Sayer Vincent team wrote the Hon Treasurers Handbook.
Stone King's work with charities and social enterprises has always been at the heart of our practice. We are recognised as one of the leading law firms for charities in the UK. Our lawyers act for many hundreds of charities across the sector from household names, including almost 200 of the largest charities in the UK, through to local community groups.
The lawyers in our charity and social enterprise sector group work predominantly for charity clients and are able to provide practical solutions to problems based on our in-depth knowledge and experience of charities and how they operate. We understand the environment in which charities and social enterprises operate and that “charities mean business”.
Supporting charities and social enterprises is our core focus. Please get in touch with us today to discuss how we can support you and your organisation.
We develop trustees, strengthen boards and drive change for a better society.
Trustees Unlimited was founded in 2009 on the belief that good governance strengthens society.
Our vision is a strong and diverse civil society in which organisations are governed well to achieve their social aims.
Our mission is to promote and develop excellent governance across civil society.
We believe that diverse boards underpin excellent governance. We will strive to remove the barriers that prevent people from applying to become trustees and help our clients to recruit and support people with a wide range of skills and lived experience.
Charities, universities and other not-for-profit institutions have valued the personalised service and high quality investment solutions that Waverton has delivered since its establishment over 30 years ago. We understand the complex matters that charities and specialist institutions face. That is why we would work in partnership with you, to ensure that your investments are aligned with your organisation’s objectives and aims.
We use an active, flexible and direct investment approach through segregated portfolios or specialist funds, including our Charity Authorised Investment Fund (CAIF). We attach huge importance to investing in what we believe to be the best ideas worldwide, be that in individual stocks, funds, fixed interest or alternative asset classes. Furthermore, our approach is well suited to charities with an ethical investment policy; almost a third of our clients have an ethical or responsible investment policy in place.
Services we provide:
• A dedicated charity team
• A trustworthy and open service
• Charity-specific pooled and segregated solutions
• Ethical investing and bespoke screens
• Trustee training and investment guidance
UBS Wealth Management is committed to helping charities by successfully managing investment portfolios, and they currently manage the assets of over 150 UK charities. UBS has a dedicated team of investment specialists who have advised charities over many years and understand the challenges unique to the sector. Many of the products and services have been specifically designed and can also cater for any ethical considerations and meet socially responsible investment criteria.
For further information please contact Katie Pytel Head of Charities
on +44 (0)20 7567 5079 or email email@example.com
Utility Aid is the UK's largest energy broker for the not-for-profit sector, and they’re delighted to be working with The Honorary Treasurers Forum to offer you access to their expertise. Their dedicated team provides a high-level service to manage and maintain your energy portfolio, covering Procurement, Bureau services, Full Account Management, Historical Audits, Carbon Reporting, and Net Zero planning. Their invoice validation services have saved their charity customers over £5m.
Working with them could not be easier. Click the link below to take you to their unique webpage.
Xledger is a true cloud-based finance system for charity and not-for-profit organisations. Completely independent of browser and platform, users can work at any time from anywhere, all that is needed is an internet connection.
Xledger’s powerful multi-dimensional reporting and donor management tools facilitate in-system fund reporting and analysis, bringing control and insight to not-for-profit organisations across the globe. Xledger has more than 10,000 customers in 60 countries, a global network of partners including PwC, BDO and KPMG, along with endorsements from IDC and Gartner.
Xledger helps charity and not-for-profit organisations to reduce costs, heighten efficiency, and free up resources for mission-critical tasks like fundraising and making a difference. Xledger provides control and insight to tax-exempt organisations of all sizes and levels of complexity, from regional hospitals to global aid networks.
The consultants and support team are qualified accountants, so they understand the real-world challenges faced. Xledger's advanced true cloud finance solution empowers customers with automation, insight, and scalability.