Charity reserves group

Issue:
Grant-making practices
 • 
Activities:
Influencing policy or practice
 • 
Joint research
 • 
Location:
Scotland
Stage:
Existing collaboration

Aims and activities

Aims and questions

Aims and activities

Towards the end of 2020, a group of funders together with representatives of accountancy bodies, Scottish Government and OSCR began meeting to consider what might need to change if reserves are to better support a dynamic and resilient third sector in future. We started a conversation within the sector – recognising that charities, funders and policy-makers all have a role to play in the financial ecology that determines how the sector manages and deploys funds available to it.

We have commissioned IVAR to conduct research exploring current attitudes and practice as well as barriers and opportunities. 

How to get involved

Anyone interested in conversations about taking forward the recommendations of IVAR's research is welcome to get in touch.

Who's involved

Who was involved

Who was involved

Hunter Foundation/STV Appeal, Corra Foundation, Wm Grant Foundation, Cattanach, Social Investment Scotland, National Lottery Community Fund, Robertson Trust, Northwood Charitable Trust, Scottish Government, OSCR, ICAS and others

Learning and Resources

Thinking about... Charity Reserves (IVAR report, October 2022)

Making the best of all of our resources: Charity reserves management (webinar recording, February 2023)

Rethinking Reserves (webinar recording, May 2021)

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