Working with your charity in a way that suits you
Your charity is unique. We will treat the management of your finances in a way which reflects this. You likely have important financial considerations and an obligation to fulfil commitments to donors, beneficiaries, regulators and volunteers.
We take time to get to know you and the financial elements comprising your strategic objectives. These could include:
- Your investment mandate/existing policy
- Expenditure patterns
- Potential timeframes or restrictions
- Risk and investment loss capacity
- Future capital projects
Built around trust and transparency, our approach is honest, friendly and professional. Your Saunderson House adviser will work to form effective relationships with your trustees and construct the most suitable portfolio to support your long-term plan – shaping our service delivery to fit your needs.
Our dedicated charities team is committed to the development of our needs-led proposition for charity clients. Their expertise and first-hand experience in charity boards and grant-making organisations helps to continually enhance our offering. A commitment to the third sector is demonstrated across the business, manifested through our corporate social responsibility programme and charity fundraising and volunteering initiatives.