Review for Charities

We are excited to share the first ‘Review for Charities’ for 2025, featuring a wealth of insights and expertise from dedicated charity-sector specialists.

In this edition…

Can AI be the future for charity investment portfolios?
Ben Barringer, Global Technology Analyst, Quilter Cheviot
Preparing for future challenges
Celine McStravick, Chief Executive, NICVA
What to look for in a charity accountant
Mark Heaton FCCA FCIE DChA, Director, KM Chartered Accountants, Chair of trustees, Association of Charity Independent Examiners
Crafting a volunteers' strategy to support your charity’s vision
Caroline Dukulay, Head of Volunteering, Acorns Children’s Hospice

Plus much more.

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“We hope you enjoy reading the articles; we always appreciate and welcome your feedback, alongside thoughts on other areas that we might look to cover in future editions.”

Stay Informed

If this edition leaves you wanting more sector updates, be sure to check out our bimonthly podcast, CharitEpulse, where charities director, Charles Mesquita and his two co-hosts discuss the current challenges affecting charities, nonprofits, and voluntary organisations.

Additionally, our monthly newsletter, trustEnews, aims to keep you informed about the latest sector news and regulations.

Listen to CharitEpulse Subscribe to trustEnews

Contributors

Ben Barringer

Global Head of Technology Research and Investment Strategist

Callum Craig

Trainee Investment Manager

Caroline Dukulay

Head of Volunteering, Acorns Children’s Hospice

James Harvey

Investment Manager

Mark Heaton FCCA FCIE DChA

Director, KM Chartered Accountants, Chair of trustees, Association of Charity Independent Examiners

Howard Jenner

Executive Director

Suneet Kumar

Investment Manager

Celine McStravick

Chief Executive, Northern Ireland Council for Voluntary Action (NICVA)

Sarah Osato

Investment Manager

Discover the support available:

CharitEpulse

The podcast for trustees and charity enthusiasts. Join Quilter Cheviot’s charities director Charles Mesquita and his two co-hosts for expert analysis, personal insights, and thought-provoking discussions on the latest charity sector news in this entertaining bimonthly podcast.

trustEnews

Are you a trustee of a charity or simply interested in the charity sector? Our monthly newsletter, delivered straight to your inbox, keeps you updated with the latest sector news and regulations.

Knowledge guides

A range of useful guides from writing a statement of investment policy to ethical considerations. Equipping you to invest in line with Charity Commission advice.

Review for Charities