Skip to main content
Search

Review for Charities

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.

Ready to discover more?

Gain immediate access to your complimentary digital copy by clicking the button below.

Download your copy

“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.”

William Reid, Head of Charities

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 Technology Analyst

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

Next steps

Would you like to speak to one of our experts?

You can contact us by phone, email or simply complete the online form and our team will be in touch with you soon.

Contact us

Our services

Access a wide range of award-winning services to help you reach the financial future you want.

Find out more about the services we offer

The value of your investments and the income from them can fall and you may not recover what you invested.