Sarasin & Partners partnership

About Sarasin & Partners

Sarasin & Partners has been investing charities’ funds for more than 25 years, and currently manages portfolios on behalf of over 450 charities, spanning educational, medical, animal, religious and grant-making organisations.

Partnering with UKCF is enabling Sarasin & Partners to reach various charitable organisations across the country, helping trustees fulfil their obligations and providing useful resources and knowledge on philanthropy and impactful investing.

Why charities need to know about good investment

Throughout the pandemic and in the recent years following, there has never been a more urgent time for charities to start investing in their longer-term approaches, with the support of their donors.  

Community foundations each manage endowments, funded by communities for communities.  This enables funds to grow over time and continue providing resources sustainably.  

'Charitable organisations utilise a range of strategies to fund their projects and ensure they have a lasting impact. Among these, the charity endowment represents a core source of financial stability, insulating charities from more volatile and inconsistent sources of funding, such as legacies and donations, particularly during periods of economic stress.'

Read Sarasin & Partners' article about endowments here.

Central to Sarasin & Partners' investment approach is partnering with trustees to design and refresh appropriate investment strategies, working with clients to formulate and implement appropriate ethical policies.  Its guide to ethical restrictions is designed to help you navigate your charity's ethical options.

Find out more about training for charities here.

Building transparency and knowledge

By working with Sarasin & Partners, we aim to deliver further training, development and resources to our members around the UK.  This partnership will help to develop our endowment and investment knowledge, as well as provide useful resources for the charities, community groups, donors and professional advisers we work with. 

This is part of our wider effort to ensure transparency and trust are at the heart of our collaborations with UK communities.

See how Sarasin & Partners invests for charities here.