Charity Finance

Cass CCE expert consultants support nonprofit sector organisations in developing financial strategy and building financial sustainability.

With the recent reduction in grants, and the greater level of competition from donations, how will the sector evolve to maintain its impact and the scope and scale of its work?


Cass CCE Charity finance services can support you with:

  • Strategic Finance model. We help trustees and management review their current financial model, reserve policy and how potential investment may change this
  • Investment readiness. We review organisations for investment readiness. We also help organisations consider the governance arrangements necessary for social investment
  • Considering why you would borrow. For example, for cashflow, to buy an asset, to invest in a specific project or programme, or to leverage fundraising. We help you understand what social investment could be used for.

Cass CCE’s expert consultants work with nonprofit organisations and charities to enable them to take their own decisions about whether social finance and social investment is right for them or not, and to enable a powerful boardroom discussion to start.

Cass CCE can also develop bespoke workshops for staff and/or trustees to build their understanding of social finance, social enterprise and social investment.

Given the intense competition for donations and recent drop off on grants, we believe that charity finance needs to evolve to build more sustainable funding models. We find new ways of financing to have greater impact for the poorest in society.  Core to this change will be a focus on business models. We help charities understand how their business models will dictate their finance needs and are led by this.

Cass CCE also offers Charity finance learning opportunities through its professional development programmes.