Case Studies | Investing For Good | Good Finance

Case Studies

Browse our case studies below to see how organisations across the UK are already using social investment. You can also visit our blog page, YouTube channel & podcasts for more examples from charities & social enterprises. To submit a case study, go here

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Beverley Cherry Tree Community Centre is a charity based in East Yorkshire.  Located on the Cherry Tree Estate, it works with those in the community struggling with varying degrees of poverty.

Duration 
18 months
Cost of capital 
6.5%
Turnover 
£165,000
Amount invested 
£10,000
Man and a van

FareShare South West is a  charity which used money raised using Social Investment Tax Relief to increase its impact in the local community

Duration 
5 years
Cost of capital 
5% for first 36 months, 7% for remaining 24 months
Turnover 
£400,000+
Amount invested 
£70,000 through SITR
Aspire Gloucestershire

Ambition East Midlands is a Social Impact Bond working with young homeless people in Gloucestershire.

Duration 
3 years
Cost of capital 
7%
Turnover 
£500,000+
Amount invested 
£50,000 through SITR
SOUTHMEAD DEVELOPMENT TRUST

The Greenway Centre is a community run business centre and community hub. It used social investment to install solar panels.

Duration 
7 years
Cost of capital 
4%
Turnover 
£503,636
Amount invested 
£50,000
Unforgettable logo

Unforgettable used social investment to grow their social enterprise which provides goods and services for people with dementia and their carers.

 

Duration 
5-7 years
Cost of capital 
Loan and equity
Amount invested 
£500,000
Clevedon Pier

Clevedon Pier Heritage and Limited Trust is a Community Benefit Society which raised money via Social Investment Tax Relief (SITR) to help renovate and sustain Clevedon Pier. 

Duration 
Not applicable
Cost of capital 
2%
Turnover 
£180,000
Amount invested 
£250,000 Social Investment Tax Relief, £330,000 in total