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Last updated July 2017

Guest Articles

Articles written by our charity and corporate members on important topics of the day.


  • Piggy bank - Piggy bank lies broken with valuable coins falling out
    Whose money is it anyway?

    James Brooke-Turner from Yoke and Company looks at the winners and losers of the Financial Crisis, and how it impacted charity investments.

  • Rebranding Sons & Friends of The Clergy - Graphics from the website and logo
    Rebranding a benevolent charity

    One of the newest Corporate Members to join ACO, IE Brand is a leading brand and digital agency for benevolent charities. Their team was behind the recent rebrand for another ACO member, Clergy Support Trust (formerly Sons and Friends of the Clergy). IE explain the process the charity went through to ensure a successful rebrand, with buy-in from all stakeholders.

  • The OT Practice - Victoria, our Clinical Services Manager for adult clients, introduces Her Royal Highness to some OT Practice Occupational Therapists.
    Royal Recognition

    The OT Practice recently welcomed Her Royal Highness The Princess Royal to mark the official opening of their new Head Office.

  • Sustainable Development Goals - Graphics highlighting the 17 UN Goals
    Investing with a conscience

    Ben Johnson, Collectives Analyst at Charles Stanley explores the ethical side of investment, including the UN's sustainable development goals and the rise of 'impact' funds which seek to actively target investment that directly work towards these goals.

  • Is your investment portfolio fit for purpose? - Basket of eggs, inscribed with words including retirement, equities,funds, cash, property and shares.
    What’s the impact of your investment portfolio?

    Neil Cradock, Head of Charities & Not-for-Profit's at Barclays provides information and guidance about protecting and maximising your charity's investment portfolio.

  • Strategy for dealing with safeguarding issues in charities updated - Clay model figures with woman surrounding them with her hands
    Reporting a serious safeguarding incident

    The charity commission’s safeguarding taskforce has published its latest report, complete with guidelines to help charity trustees understand what constitutes a serious safeguarding incident, and when and how to report such incidents. Huw Evans from CaSE Insurance provides commentary and advice on the steps to be taken.

  • Hold On Tight - The 2018 Newton Charity Investment Survey
    The 2018 Newton Charity Investment Survey

    Over the last few years, charities have been on a rollercoaster ride with the investment returns from their portfolios. Meanwhile, more charities appear to be making withdrawals at a higher rate than they believe to be sustainable. These are just two of the findings from Newton’s latest survey of leaders and decision makers in the UK charity sector, covering diverse aspects of the management of charitable portfolios.

  • Reviewing Investment Managers regularly is essential - Stylised image of a person drawing five stars in yellow marker pen
    Choosing an investment manager

    Gemma Woodward, Executive Director at Quilter Cheviot provides practical guidance on choosing the right investment manager for your charity including research and gathering recommendations from your network, reviewing proposals and reading between the lines to make the best choice.

  • Management planning - Group of co-workers around planning board
    Helping build charity capacity and resilience

    Roo Cleland, Communications Manager at the Cranfield Trust comments on the recently published Civil Society Strategy and Cranfield Trust's own ethos, with examples of how they have improved their management practices and the effect it had on their teams and service users.

  • Dgital skills - two women share a computer screen
    The transformative power of digital

    Zoe Amar, Chair of The Charity Digital Code of Practice is bringing together key organisations to develop The Charity Digital Code of Practice which aims to improve digital skills and increase the take up of digital activity in charities. This will help organisations deliver on their charitable purpose in an increasingly digital age.

  • Yoke and Co - Graphics from the company site
    It started with a picnic…

    The question on the minds of two charity endowment specialists James Brooke Turner and Guy Davies has long been who is there to help charity trustees make better decisions about their assets - to take the trustees' view of all assets in the round, and help them come to a decision about how they might be better put to use in advancing the mission of the charity.

  • Procurement - Close-up of keyboard
    Procurement challenges for grant-making charities

    Ashley Wilcox, Marketing & Communications Officer at the Family Fund offers an insight into developing a robust procurement process and the five main challenges to improving the procurement process.

  • Fingerprints - Close-up of a hand with inked fingers, on top of a fingerprint record sheet
    DBS checks for regulated activities

    Jane Klauber, a partner with Russell-Cooke Solicitors, provides advice regarding criminal record checks, regulated activity and vulnerable adults, an organisation's requirement to undertake DBS checks and under which circumstances they would not be entitled to do so.

  • GDPR Calendar 25 May 2018 - GDPR Calendar image 25 May 2018 1000x400 pixels
    Your rights under GDPR

    Alan Owen, Executive Director at ICARIS Sentinel, explains the principles of GDPR and what you are required to do to comply with the new regulations.

  • Critical support to charitable organisations - Close-up of washing machine controls
    Critical support to charitable organisations

    We hear from David Rhodes of Whirlpool UK Appliances about his organisation's commitment to helping UK charities by providing credit for white goods required by people in need not considered creditworthy by lenders.

  • Reviewing Investment Managers regularly is essential - Stylised image of a person drawing five stars in yellow marker pen
    Reviewing Investment Managers regularly is essential

    Reviewing Investment Managers regularly is essential; in fact it’s the law! The Charity Commission’s guidance, “Charities and Investment matters” (CC14), is clear. Trustees have a duty of care and are responsible for “reviewing the suitability and performance of investment managers regularly”.

  • A funny thing happened… - A blurred photo of an ambulance speeding through city streets
    A funny thing happened…

    May 15th 2017 is a day I’ll remember for a long time. It was the day the ACO held its annual conference at the Institute of Civil Engineering (ICE) and the day I manned the CaSE exhibition stand. It was also the day a virus chose to attack my inner ear.

  • Responsible lending - Closeup of man in business suit offering a large amount of money in cash
    Responsible lending

    Fair for You exists to help families living with poverty become economically sustainable within a fairer, more supportive credit environment than has previously existed. But our current model – making available loans which help sustain both our customers and our organisation – can’t be applied to everyone in penury, so how can we extend our reach?

  • Is your investment portfolio fit for purpose? - Basket of eggs, inscribed with words including retirement, equities,funds, cash, property and shares.
    Is your investment portfolio fit for purpose?

    With most ACO members are dependent upon their investment portfolios to produce a sufficient return to fund their operational costs, Paul Mitchell asks the question: is sufficient time being given to the stewardship of these invaluable assets?

  • Should you spend capital? - Close-up of a safe tumbler lock
    Should you spend capital?

    Kate Sayer outlines the considerations involved in spending capital, highlighting the decision-making steps for one well-established charity undertaking this task.

  • Social investment: from zero to portfolio - A see-saw in a derelict playground
    Social investment: from zero to portfolio

    Maggie Pearson outlines the case for charitable organisations investment in social enterprises by detailing its approach by the Bank Workers Charity.

  • Total Return Approach - A hand planting coins into freshly tilled earth
    Total Return Approach

    James Minett explores how a total return approach to investing allows more flexible investment and enhances a charity's spending power.

  • Charity Social Media Top Tips - Screenshot of social media app icons on a tablet device
    Our Charity Social Media Top Tips

    At the ACO Annual Conference we heard from CharityComms’ Sushi, on the ever-growing opportunity that social media provides charities; we also heard about some awesome success stories and effective campaigns. So, here are our top three tips on utilising social media in your charity’s marketing and communications plans!

  • Brexit, European Migrants and Right to Reside - A group of migrant workers rally in Trafalgar Square London. The prominent banner reads 'We are all workers not criminals'
    Brexit, European Migrants and Right to Reside

    Helen Rice, Chief Executive at Advising London, speculates on the economic impact of recent pledges to reduce net annual migration of EU migrants to the UK. Helen argues for an accurate system to monitor migration flows, and proposes systems be put in place to cope with concerned or destitute migrants already in the UK.

  • Ode to Joy for British Musicians? - A painted mural by British graffiti artist Banksy, depicting a workman chipping away at one of the stars on a European Union themed flag, in Dover
    Ode to Joy for British Musicians?

    The Incorporated Society of Musicians (ISM) have conducted research among its members into the effects of Brexit on their members livelihoods and proposed measures to maintain some degree of freedom of travel once Brexit is completed.