Are reserves a wasting asset?

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22 October 2019 -
8:00am to 9:45am

A special breakfast session to accommodate the working trustee and busy charity executive.

Balancing the interests of present and future beneficiaries while ensuring you spend donors money wisely is a perennial challenge for trustees.  Add into the equation the fact that if inflation averages 3% per annum, you need to double the value of the charity’s assets (cash & investment) every 25 years just to maintain the spending power. So the real challenge facing trustees is: how do you ensure effective financial management of your charities reserves? 

In this session, Charles Mesquita Charities Director at Quilter Cheviot will explore:

  • Financial Duties & responsibilities of being a trustee
  • Assessing & prioritising financial risks
  • How to segment reserves into short, medium and long-term assets
  • The investment options for short, medium and long-term assets
  • Monitoring, controls & effective decision making

To encourage lively debate and discussion, numbers will be limited and places allocated on a first come first serve basis.

Breakfast will be served from 8.00 AM and the session will begin at 8.15. 

     This breakfast seminar is kindly supported by Quilter Cheviot




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