The Spend or Save? Framework

Developed by AAW Partnership in association with Cartwright Charitable Trusts

Charity growth strategies: Balancing when to save and when to spend

Are charity leaders in fundraising, marketing and finance always on the same page when it comes to growth and investment? This framework explores how charities can break down silos to build financial resilience and make confident decisions about when to save and when to spend. Martin Mercer, an investment consultant, and Tobin Aldrich, a fundraising consultant, examine the benefits of both fundraising and investing, and how to balance short-term needs with long-term sustainability. You can read the article that inspired the framework here.

Complete the form to receive our detailed "Spend or Save?" framework. We'll send you everything you need to help trustees and leaders determine where the next £1 can have the greatest long-term impact.