Financial Services

Charities hold significant volumes of investment assets and cash, and are increasingly using loan finance to support and expand their activities.  More and more financial institutions are developing products and services that are tailored to the needs of charities and Third Sector Organisations (TSOs).  Many of these needs are unique to TSOs and reflect a different approach to risk and greater emphasis on relationships.  These needs also vary across the Third Sector as charities operate in different fields of activity and fulfil different roles.

It is therefore essential that businesses providing financial services utilise comprehensive, up to date, and robust intelligence on the Third Sector.  Such intelligence will not only help them understand the Third Sector market but also help them develop effective engagement strategies.

• Engage with charities holding investments
  
• Engage with charities using loan finance
• 24/7 access to Third Sector financial intelligence