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Charities & Trusts

  • Do the activities of the companies you have dealings with conflict with your charitable aims?
  • Are you at risk of alienating your supporters or beneficiaries by dealing with such companies?

Charities are value-led organisations whose principles are likely to be shared by donors, and beneficiaries. Donors expect to see the aims of the charities they support reflected in the way they interact with society at large. For many charities that will include the companies with which they form partnerships; from which they accept donations; and in which they invest.

Our Services for Charities

Ethical Screening has wide experience of assisting charities with their ethical investment strategies. Our services are designed to help you achieve compliance with guidelines issued by the Charity Commission on the extent to which ethical considerations can be taken into account in a charity’s investment policy.

We can help you:

  • Clarify why your charity is considering ethical investment;
  • Develop an ethical investment policy;
  • Review existing investments to identify possible conflicts with your charitable aims and objects;
  • Work with your investment manager to ensure the policy is implemented;
  • Review your policies and portfolio on an on-going basis to ensure your expectations are being met.

Charity Ethics Database

To help charities, not-for-profit organisations and other socially responsible enterprises take the first steps in ethical investing we have developed the Charity Ethics Database. This free online resource enables registered users to determine, in broad terms, whether the activities of the companies in which they have an interest (through investment or donations for example) may conflict with their charitable aims. For more information on this service, visit our Charity Ethics Database page.

For more information about our services, please contact us.