Religious Institutes

Advice and support for religious organisations

You + Us = More. More support. More advice. More understanding.

Faith-based charities (whether Catholic, Church of England, Dioceses, a faith-based school, or other faith-based charity) come to us for guidance on handling risk, managing cashflow and investments, and staying on top of their accounting needs. We can advise religious dioceses on how best to manage ‘Parish Share’ donations, understand the implications of charity status (charitable trust or CIO), support with safeguarding data and deal with property-related issues and investments.

Whoever you are, come and tell us about your situation – and how it could be better. Our service flexes to help with everything from the practical to the personal. Because you put your hearts into what you do, we put ours into helping you do it.

We’re Friends of the Association of Provincial Bursars, regularly speaking at their Open Forum events, and work with the Conference of Religious England and Wales. We also run regular free events for charities and frequently update our news and insights page with relevant content.

Use the buttons below to learn more about our specialist services for not-for-profits and learn more about how we can help you.

Accounting, financial and governance advice through every stage of your journey

We’ve been advising religious organisations for over 100 years and have worked with you as your charities have evolved. In partnership with Stone King LLP, over the last 10 years, we have published a trilogy of content, Embracing Change, Consecrated Life and Walking in Partnership, all of which are freely available for you to download and access below.

Investment Consultancy

Investing charity assets is a critical responsibility for trustees, requiring careful consideration of various factors to ensure that investments align with the charity's objectives and legal obligations.

Our FAQs address common questions about charity investments, offering insights into available investment options, the role of investment consultants, and the importance of an Investment Policy Statement (IPS). They also highlight trustee duties and the types of risks that must be managed to safeguard the charity’s financial health and mission.

Find out more View our FAQs

Complete the form below and one of our experts will be in touch to help you.