For Good And Not For Keeps

Published by Association of Charitable Foundations. February 2016, UK. 64 pages.

Authors: Richard Jenkins and Kate Rogers.

For Good And Not For Keeps was commissioned to explore one of the most testing questions faced by trustees of charities with long-term missions who rely on investment assets to fund their activities. ‘How much can we safely spend on our charitable activities year on year while preserving the value of our investment assets for future generations?’

Many charities with long-term missions who rely on investment assets to fund some or all of their activities are faced with the task of balancing the needs of beneficiaries today with those of future generations. This report examines this balance and how investing charities approach the decisions of how much to spend and how much to retain for the future.