Briefing Two: Early research considerations

Charities & Social Investment

This is the second in a series of briefings to share what we have learnt from charities about their experiences of social investment.

After spending time with trustees and senior staff from fifteen charities we look at some of the points and issues they raised including:

  • The reasons why they applied for social investment.
  • The experience of applying for and managing loans from the trustee perspective.
  • The importance of the relationship with the investor.

And finally we share the emerging themes from these discussions.


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