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Financial operating policy – investments (including guidance)

Amount: £6.00

One of the responsibilities of trustees is to safeguard the assets of their organisation, and that includes its reserves. This policy and its associated guidelines, which does not in any way constitute investment advice, provides a template which churches and charities can easily adapt to form the basis of an investment policy.

Topics included:

  • How should trustees of churches or Christian charities handle cash funds and reserves?
  • What should church or charity trustees consider before investing in financial instruments more complex than fixed term bank deposits?
  • When should church and charity trustees seek external advice before making certain investments?

Updated June 2022

Please note that this is one of the four policies within the Financial operating policy – complete set (stewardship.org.uk).