Our unique blend of market expertise and understanding of non‑share capital organisations enables us to support charities, foundations and not‑for‑profits with risk management, funding and strategic financial planning. We also help charitable foundations deploy capital into high‑impact organisations, widening the reach of their mission.
Sector knowledge
Charities and not for profits as borrowers
Charities and not‑for‑profits often operate without access to conventional equity, relying instead on surpluses and external debt. We specialise in supporting these organisations with business planning, treasury management, debt structuring and fundraising — ensuring they can grow sustainably while staying true to their purpose.
Charities as investors
We have brought a wide range of lenders and investors into this market, demonstrating the credit worthiness and strength of many of these businesses. An increasing number of charitable foundations are also keen to make direct investments in other impact organisations and we have expanded our network to meet this growing demand.
Our work with charities and not-for-profit
Charities need support raising debt but also have a requirement for a wide range of ancillary services – such as business plan modelling, treasury management and debt structuring, to ensure they operate sustainably into the future. This includes introducing them to a wide range of lenders and guiding them on financing packages designed to suit their specific requirements.
Our charities and not-for-profit expertise
- Allia C&C has over a decade of experience supporting a wide range of charities, including membership organisations and charities with a general philanthropic purpose, like CAF, endowments that manage operating businesses, such as the Greenham Trust, and essential service providers, such as Air Ambulance charities
- Allia C&C has successfully raised funding for many of these introducing both retail and institutional investors
- This often involves helping organisations articulate their social impact alongside financial strength, which is increasingly important for attracting lenders and investors, which value ESG and impact-driven investments
- This often means converting Charity SORP into numbers that can be compared to commercial organisations and explaining the hidden financial strengths of many charities
- Where charities are new to borrowing or taking on other financial obligations and stakeholders we can support them through putting in place risk management policies and procedures, providing the board with information that will help informed decision making and managing banks and investors over the long term.
