Contributors
In conjunction with RBC Brewin Dolphin & RSM, Womble Bond Dickinson are delighted to invite you to our seminar where we will cover governance, fundraising & reserves management.
The event, designed for trustees and employees of charities, provides the opportunity to share experiences and network with others in the charity sector across Yorkshire.
What's on the agenda?
Is Cash King?
Max Munsey, Charity Investment Manager at RBC Brewin Dolphin, will explain the changing role of cash reserves in a falling interest rate environment, how markets are likely to react, and how to futureproof your investment assets.
Empowering Charities: Navigating Governance and Fundraising guidance.
Katie Dawson, Charity lawyer at WBD LLP, will provide a summary of the latest hot topics at the Charity Commission, the latest good governance guidance, and key components to effective and lawful fundraising.
Empowering Charities: Unlocking Permanent Endowments.
Mark Honeywell, Charity lawyer at WBD LLP, will explain how to make the most out of your permanent endowments – unlocking tied up capital held for tomorrow to help fund activities today.
Charity financial Insights
Sarah Mallinson, Associate Director at RSM, will be sharing insights from their recent charity survey with information obtained from a wide range of charities. This will focus on charity reserves policy setting and finance functions within the sector. Sarah will share real life examples of challenges in these areas as well as information around best practise.
To book please click here.
Cost
: Free
