Investment Solutions
Charitable Trusts
Trustee Obligations
In our experience the primary concern for trustees of charitable trusts is ensuring that they are meeting their fiduciary obligations relating to the investment of trust capital.
Plan B is experienced in helping trustees understand and manage their investment fiduciary obligations. By implementing global best practice, as reinforced by the Center for Fiduciary Excellence www.CEFEX.org, Plan B is specifically equipped for helping charities manage their investment process.
Managing Capital Efficiently
For a charity to continue to grow and provide future benefit to its worthy recipients it is essential to establish and maintain a capital fund. Without a capital fund to provide a passive income stream and a financial buffer it is very difficult for charities to manage their ongoing cash flow requirements and very difficult to gain the necessary reputation as a credible and sustainable entity.
Once a charity has gone through the years of hard work that it takes to establish a capital fund it is essential that this money is managed efficiently and effectively. Plan B manages investments that are specifically focused on this objective.