As a Charity, getting the right financial advice is as vital as fundraising. Not only do you have a duty of care to fund immediate charitable activities, but also to managed your finances wisely so as to protect and secure your charity’s long-term viability. It’s a balancing act that relies on you making the right financial choices and leaving nothing to chance.
But not every board of trustees is made up of investment managers, bankers or ex-stockbrokers. And not every financial advisor has sufficient knowledge and understanding of the charity sector to be able to offer relevant and appropriate advice.
At Origin, however, we are uniquely placed offer the charities sector a specialist bespoke service that enables you and your trustees to make financial decisions with confidence.