Financial Planning for Charities

We help charities ensure their capital lasts and grows effectively to maximise their positive impact. With tailored financial planning, we provide clarity and confidence, ensuring the sustainability of your organisation’s mission.

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Where our clients work

With large amounts of capital to manage and the need to balance immediate impact with long-term sustainability.

Sustainable Cash Flow Management

We create tailored strategies to stabilise fluctuating funding, balancing operational needs with growth to ensure your charity always has the resources it requires.

Optimised Investment Strategies

Our ethical investment plans align with your charity’s objectives, delivering consistent returns to grow capital and sustain your mission effectively.

Long-Term Planning for Maximum Impact

We help charities preserve and grow capital sustainably, offering endowment management and risk mitigation for financial clarity and trustee confidence.

Focus on what’s important to you

We help charities ensure their capital lasts and grows effectively to maximise their positive impact

Goal-Based Planning

Our Approach

Getting Started With Fowler Drew

Understanding Your Mission: We begin by learning about your charity’s goals and challenges. Together, we’ll create a plan that aligns with your mission.

Tailored Strategies: Using our proven methodologies, we’ll design a financial strategy that ensures your capital is preserved and grown sustainably.

Ongoing Support: As your charity evolves, we’ll adapt your financial plan to meet new challenges and opportunities.

Peace of Mind: With over two decades of experience delivering successful outcomes for charities, we’ll provide the clarity and confidence you need to focus on your mission.

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Testimonials