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Review for Charities

Welcome to the latest edition

Welcome to the second review of 2024. Once again, the informative contributions from our charity-sector specialists cover a diverse range of subject matter.

In this bumper issue, our own Suneet Kumar addresses the challenges of liquidity, taking inspiration from British Cycling, whilst David Smith of Turcan Connell appraises the changes in charity law in Scotland - comments worth noting for any organisations with active operations in the country. Valerie McConville, CEO of CO3 brings her experiences to the fore to provide a useful insight into the crucial relationship between CEO and Chair of trustees.

James Brooke Turner, fresh from publishing his new book 'Investing for Charities' (published by the Directory of Social Change) reflects on the relationships between trustees and consultants and the concept of risk.

What’s inside?

  • Crafting the right liquidity strategy
    Suneet Kumar, Investment Manager, Quilter Cheviot
  • Hallmarks of a successful relationship between the CEO and the Chair
    Valerie McConville, Chief Executive, CO3
  • Charity law reforms in Scotland
    David Smith, Associate, Turcan Connell
  • Trustees know best
    James Brooke Turner, Co-founder, Yoke and Company
  • The unintended consequences
    Sarah Osato, Investment Manager, Quilter Cheviot

Ready to dive in?

Simply click the button below to access your complimentary digital copy.

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"As ever, I hope you enjoy reading the articles; we always appreciate and welcome your feedback, alongside thoughts on other areas that we might look to cover in future editions."

William Reid, Head of Charities

Contributors

James Brooke Turner

Co-founder, Yoke and Company

Suneet Kumar

Investment Manager

Valerie McConville

Chief Executive, CO3

Sarah Osato

Investment Manager

David Smith

Associate, Turcan Connell

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