Investing Charity Funds

This work sets out all the statutory obligations and common law responsibilities of charity managers who invest charity funds, and explains how these rules are put into practice. Other coverage includes an explanation of the recent changes to the Trustee Investment Act.

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This work sets out all the statutory obligations and common law responsibilities of charity managers who invest charity funds, and explains how these rules are put into practice. It also explains the recent changes to the Trustee Investment Act; contains precedent fund management agreements and sample powers of investment; and sets out practical advice on applying to the Charity Commissioner for a change in investment powers.