Date: 15 September 2026
That's why we've created our new guide, Build Financial Resilience, which explains how we help charities take a structured approach to managing their financial resources. Based on our work with charities across the sector, the guide outlines a practical four-step framework for building a financial strategy that supports both today's needs and tomorrow's goals.
A useful framework for stronger financial decision-making
Every charity is different, which is why we believe financial strategies should never follow a one-size-fits-all approach.
At the heart of the process is a simple principle: financial decisions should be based on your charity's specific objectives, spending needs, risk tolerance and growth ambitions, rather than a predefined model.
Why financial resilience matters
Building financial resilience is about more than investment performance. It's about creating a robust, evidence-based plan that helps trustees make informed decisions with confidence.
Read the guide
If you're reviewing your charity's reserves, considering your investment strategy, or simply looking to strengthen long-term financial sustainability, our Build Financial Resilience guide provides a useful starting point in understanding how we work.
To find out more, or to discuss your charity's specific circumstances, contact Martin Mercer, Head of Charitable Trusts using the information provided within the guide, or book a discovery call with the team by calling 01252 894 883.
Cartwright Charitable Trusts works with charities categorised as professional clients. Correct as at September 2026.This guide is a marketing communication and should not be relied upon as advice in isolation. The value of investments can fall as well as rise and is not guaranteed. Past performance is not a guide to future returns.
