2nd April 2026
CAF Bank has created a free guide to finding the right bank for your charity. For many charities, financial management is about more than just keeping accounts balanced. It involves ensuring money is handled responsibly, supporting long-term sustainability, and making sure systems work efficiently for staff and volunteers. :contentReference[oaicite:0]
Managing a charity's finances comes with daily pressures, and understanding your banking options shouldn't add to that complexity. The new guide from CAF Bank explains the key things charities should consider when choosing or reviewing their banking arrangements. It is written with the charity sector in mind and provides straightforward advice to help organisations make informed decisions. :contentReference[oaicite:1]
The guide covers:
- Key banking considerations that every charity should be aware of.
- Practical guidance on choosing the right banking solutions for your organisation's needs.
- Clear explanations of common banking features and services.
- Advice to support better financial planning and resilience.
Visit the CAF Bank website to download the guide:
Free guide to finding the right banking partner for your charity. :contentReference[oaicite:2]
CAF Bank is fully owned by the Charities Aid Foundation (registered charity number 268369). :contentReference[oaicite:3]
Charity Finance Group guidance
Charity Finance Group (CFG) has also produced a useful guide:
Communicating with your bank – Raising an issue or concern
This resource is designed to support charitable organisations when communicating with their bank and, if necessary, help them through the complaints process. It also explains how to escalate unresolved issues to the Financial Ombudsman Service. :contentReference[oaicite:4]
There is also still time to respond to the CFG 2026 Charity Banking Survey. :contentReference[oaicite:5]
For further information about charity banking, organisations may also find the UK Finance Voluntary Organisation Banking Guide helpful. It includes guidance on choosing, opening and maintaining charity and community organisation bank accounts. :contentReference[oaicite:6]
