Religious Institutes

While most charities zoom off up the information highway that dominates the modern world, it’s important to ensure others don’t get left behind. As a religious organisation, you need to keep up with changes in the not-for-profit sector as much as mainstream charities do.

For religious congregations and institutes  these may include departing religious members and a lack of new vocations, how to incorporate lay trustees or how to manage the differences between the charity and the institute.

Faith-based charities come to us for guidance on how to handle risk, manage cashflow and investments, and stay on top of their accounting needs. And we can advise religious dioceses on how best to manage ‘Parish Share’ donations, understand the implications of charity status, safeguard data and deal with property-related issues.

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.

Specialist support for religious institutes

  • Review of systems, policies and procedures in line with sector best practice
  • Set-up of internal controls
  • Financial planning and structuring
  • Audit reporting
  • VAT and tax guidance
  • Gift Aid
  • Property-related issues
  • Advice on governance and avoiding reputational risk
  • IT security and safeguarding data
  • HR consultancy
  • Pension schemes and employee benefits
  • Embracing Change

We created a short film which you can view below to mark the Year of Consecrated Life ending in 2016, when Pope Francis encouraged people of faith to ‘look to the past with gratitude, live the present with passion and embrace the future with hope’. We hope it gives you a flavour of how we approach working with religious organisations.

Download these useful resources

HR Support for Religious Orders
GDPR a Guide for Charitites 
Embracing Change
Buzzacott HR Consultancy
Trustee Investment Services
Retention of Accounting and Records
Fundraising events: VAT and Direct Tax
What is mediation?
What is coaching?

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Advice for trustees and charities

Investment strategy

Review existing investments, assess risk and suggest any changes needed to bring it in line with the overall strategy and ethics of your charity or trust.

Effective investment management

When you need a new or replacement investment manager, we can help you find, negotiate with and appoint the most suitable candidate. Monitor performance: We track portfolio performance, meet regularly with your investment manager and help you assess risk taken vs. return achieved. You can rely on our help and expertise to make sure your chosen investment manager is delivering what you need.

Cash management

What works for a charity or trust’s long-term portfolio is very different from what’s needed to manage its liquid assets. We evaluate the full range of market strengths and risks to help you decide on the best home for your cash deposits. 

Ancillary services

Aside from investment advice, we can also offer access to Foreign Exchange (FX) services through trusted third parties and help you consider and manage the impact of FX costs to your organisation. Buzzacott has spent many years supporting trustees, so our Financial Planning team has an exhaustive understanding of the workings and challenges of the charity sector. To stay on top, our clients often draw on the skills of the wider firm, in particular our dedicated charity and not-for-profit team.

Buzzacott Financial Services Limited is authorised and regulated by the Financial Conduct Authority.

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