i.c.stars |* Chicago’s Post

The third and final tranche of provisions from the Charities Act 2022 are now in force.  These changes will be particularly relevant to charities considering or in the process of selling land. In this article Henry Braithwaite examines some of the key changes made by the Act of which charity trustees should be aware.   https://lnkd.in/ebSqwS6c   #CharitiesAct2022 #Charity #Trustee #Propertylawyer

Yesterday, the Charity Commission for England and Wales published updated investment guidance for charities. It comes after several years of consultation, a court case and various delays. During this time, Cazenove Charities actively represented our clients, contributing to the consultation and reviewing the draft guidance. To read a summary of the key points, by Kate Rogers, and to register for one of our upcoming charity trustee training sessions, click here: https://okt.to/gdwKiU When investing, your capital is at risk. #wealthmanagement #charityinvestment #charitytrustees #charity #trustees

A really good summary article from Kate Rogers and the Cazenove Capital Team on the changes to investment guidance agreed by the Charity Commission for England and Wales . As a trustee myself for a charitable foundation, this is all very welcome and a good evolution on charitable investment best practice. Whilst long overdue, good practice takes time to develop - Far better that way, than policy made on the fly! #wealthmanagement #charities #trustees

Very useful for charities in a changing world, from AI to ESG principles. As with any company the need to understand and quantify your short, medium and long term needs is more and more pertinent.

See what you missed if you weren't at our 2024 Annual Texas Hold'em Event!!💰 Some big hands were played and, of course, even more valuable connections were made. All with a portion of the proceeds going to charity! Make sure you are here next year by visiting our website to explore our membership options. #poker #texasholdem #charity #worldgolfnetwork #networking #business #businessnetworking #growingyourbusiness #growyourbusinesswithus #salesanddevelopment #strategicmarketing #strategicgrowth

What rules surround charities accepting, refusing or returning donations? Following an increase in queries from charities on accepting or returning donations and the ex-gratia regime, as well as new Charity Commission for England and Wales guidance on this topic published Monday (4 March), Stone King Partners Hannah Kubie and Luke Watson have created a helpful collection of FAQs for charities. Subjects covered include the broad rules on returning donations, whether charities should have policies in place regarding the acceptance, refusal and return of donations, and a reminder of the current ex-gratia rules. Read the FAQs here: https://lnkd.in/eBw_NYyX #ExGratia #CharitableGiving #CharityCommission #StoneKing #Donations

How should charities manage internal disputes? In our latest edition of CharitEpulse, the trio discuss the intricacies of in-house tension, to ensure focus remains on delivering their charitable purpose. Watch here: https://bit.ly/45QkaTS Charles Mesquita Catherine Rustomji James Saunders #quiltercheviot #trustees #CharitEpulse #CharityChats #Charities #CharitySector #CharityNews

Our last Estate Management 101 training course for 2023 is filling fast! If you want to learn more about how to handle incoming bequests including optimising revenue and forecasting correctly for your charity, this is the course for you. Read more and register at: https://lnkd.in/eD_xKEk2 #giftsinwills #legacies #legacygiving #charities

Unincorporated charities cannot hold land in their own name, so it must be held by nominated individuals on trust for the charity. Real estate solicitor Ryan Cotton explains how charities can avoid the administrative burdens of changing ownership so they can spend their valuable time furthering the charity’s objectives: https://lnkd.in/ep8-KpVm #Charities #RealEstate #CharityProperty #LawFairSquare