Charity Investment Governance Principles- Small charities survey

To indicate your interest in the small charity user testing of the Charity Investment Governance Principles, please complete the survey below. Due to the volume of responses we are anticipating, we will not always be able to reply to each respondent individually.

Participants will be selected from the survey respondents to ensure a representative sample. Each selected participant will need approximately two hours to read and comment on the Principles.

Thank you for your interest in the Charity Investment Governance Principles.

Question Title

* 1. Name

Question Title

* 2. E-mail

Question Title

* 3. Organisation

Question Title

* 4. Registered charity number (if applicable)

Question Title

* 5. What best describes the organisation you are representing?

Charity registered in England or Wales

Other (please specify)

Question Title

* 6. What best describes your role?

Chair of the Trustee board

Trustee - with investment/financial oversight (e.g. Treasurer, member of finance committee)

Trustee – not currently involved in the organisation's investments/finances

Staff member - CEO/Director

Staff member - Finance

Staff member – Other (please specify)

Volunteer (non-trustee) - with investment/financial oversight (eg Treasurer, member of finance committee)

Volunteer (non-trustee) - not involved in the organisation's investments/finances

Other (please specify)

Question Title

* 7. What is your organisation's level of assets? (this might include money in a bank account, common deposit fund, investment funds, property, etc)

Less than £200,000

£200,000-£500,000

£500,000-£1mn

Question Title

* 8. How are your organisation's assets held/managed? (tick all that apply)

Bank account(s)

Common deposit fund

Pooled investment funds (includes Common Investment Funds, Charity Authorised Investment Funds and other collective investment schemes)

Segregated/bespoke portfolio

Investment consultant/adviser

Directly owned charitable property (e.g. charity's operating premises, almshouses)

Directly owned commercial property (e.g. office buildings let out to commercial tenants)

Directly owned land

Social investments

Permanent endowment

Other (please specify)

Question Title

* 9. Are you familiar with the Charity Commission’s CC14: Investing charity money guidance for trustees?

Very familiar

Somewhat familiar

Not familiar

Charity Investment Governance Principles- Small charities survey

Question Title

* 1. Name

Question Title

* 2. E-mail

Question Title

* 3. Organisation

Question Title

* 4. Registered charity number (if applicable)

Question Title

* 5. What best describes the organisation you are representing?

Question Title

* 6. What best describes your role?

Question Title

* 7. What is your organisation's level of assets? (this might include money in a bank account, common deposit fund, investment funds, property, etc)

Question Title

* 8. How are your organisation's assets held/managed? (tick all that apply)

Question Title

* 9. Are you familiar with the Charity Commission’s CC14: Investing charity money guidance for trustees?

Question Title

* 10. Do you have any comments regarding what you'd like to see in the Charity Investment Governance Principles?