The guidance on this page has been put together to help your charity overcome the various income, capital and recruitment challenges in the charity and not-for-profit sector.
A range of resources for your charity
Balancing your charity’s income and capital requirements with supporting your cause and the the needs of your employees can be difficult.
The guidance on this page has been put together by our expert team to support you. It considers the following topics:
- charitable investments;
- workplace pensions;
- employee benefits;
- insured benefits; and
- employee financial wellbeing.
Additional resources will be added to this page in due course, so be sure to check back in!
Can we help?
If your charity is looking for help with charitable investments, workplace pensions, employee benefits, insured benefits, or employee financial education, we can help.
Our expert team will work with you to understand your charity’s objectives, before implementing cost-effective solutions.
Smart Pension Schemes: your guide to salary exchange
Understand how your organisation can save money for both you and your employees via this highly tax-efficient workplace pension arrangement.
Lucas Fettes formally joins Brooks Macdonald Group plc
Lucas Fettes Financial Planning has formally joined Brooks Macdonald Group Plc, as part of the acquisition first announced in September 2024. The Financial Conduct Authority
Autumn Budget 2024: Summary for businesses and charities
This Budget introduces new rules for minimum wage, National Insurance Contributions, and other corporate taxes.
Five key facts: Group Life Insurance
If an employee passes away, Group Life Insurance (also known as Death in Service) can ensure the financial security of their loved ones.
Lucas Fettes to become part of Brooks Macdonald Group plc
Lucas Fettes are to be acquired by Brooks Macdonald after a long and prosperous relationship. For more information, read our full article.
Key Person Insurance – a lifeline for your organisation
Would your charity be able to function through the sudden loss of an important employee? Losing a Key Person can be detrimental to not only
ESG investing – financial activism for your charity
ESG investing can help your charity expand its budget – without supporting companies that go against your mission statement and values.
Charitable investments could help your charity
In a challenging economy, charitable investments could be a way to put your charity’s assets to work and ensure that it continues to thrive.
Ensuring employee financial wellbeing during difficult times
Investing in your staff’s financial wellbeing and education can lead to a healthier, loyal, and more productive workforce.
Are you wasting money on employee benefits?
The importance of employee benefits is often overlooked. prospective employees tend to look for more than just a well-paying salary when considering job offers.
How salary exchange could save your organisation money
Have you thought about using Salary Exchange to reward your employees and be more tax-efficient?
How your organisation could benefit from Group Income Protection
Group Income Protection policies can support both your organisation and an affected employee.
