We seek to guide charity trustees as to how they might think about some of the factors in their decision-making.

The focus is on long-term sustainability, so we make no apology for not getting drawn into shorter-term noise around current inflation rates, or short-term market prospects.

We also examine how trustee decisions may have fared over previous time frames. While history does not repeat itself (reliably at least), taking an example or two of how decisions and their timing may have played out in the past can offer relevant perspectives for today’s trustee.