Welcome to Charity 2020

Charity 2020 is the successor to Charity 2000 which was
established in 1998 by a group of people associated with the voluntary sector to highlight and promote excellence and high-level achievements in public and professional life.

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Photo of Lincoln’s Inn Fields by Tony Nunn

NEW EVENT:

With charities in no less turmoil than others during this unprecedented and tragic pandemic, which has caused so much misery and restricted so many of our activities, we need to hear what is being done to help as well as the Government’s future plans and prognosis for the sector.
I am delighted that Baroness Barran, the Minister for Civil Society, Department for Digital, Culture, Media and Sport, who has been in post since July 2019, will speak and take questions at our forthcoming webinar on Wednesday 25 November at 2pm via Zoom. It will be an informative and fascinating session of great relevance to all involved with charities.
We need reassurance and reality so this will represent an important statement by the Government for all of us working in or with the Third Sector. Please register for this event on https://www.eventbrite.co.uk/e/charity2020-25th-november-2020-tickets-89734477237

During the troubled times of the pandemic we hope that all our regular participants, their loved ones and colleagues have been keeping well and staying safe. We hope to resume our normal physical meetings as soon as possible in line with the programme for 2020 outlined below but, until that time, we are seeking to arrange some virtual meetings and will keep you informed both by email and by posting here on our website.

Planned dates for our luncheon meetings for 2020:
We are hoping to rearrange the session that was cancelled due to lock-down on Tuesday 17 March with Anne-Marie Piper senior charity partner at Farrers will offer her insights; venue Farrers.
Tuesday 30 June 12.30-13.30 thanks to Sarasin & Partners a virtual meeting at which Julia Unwin DBE spoke about challenges facing the sector and conclusions from her keynote report. A recording of the event can be seen and heard here:
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Tuesday 21 July 12.30-13.30  
A discussion on the current economic environment and attempting to explain what has been driving the strong recovery in equity markets
Book through Eventbrite: https://www.eventbrite.co.uk/e/strong-markets-and-weak-economic-data-are-they-at-odds-with-each-other-tickets-111928896342

Charity2020 is pleased to welcome Sarasin and Partners who are very kindly hosting this meeting.

Ruadhri Duncan and Thomas Lindsey will be discussing the current economic environment and attempting to explain what has been driving the strong recovery in equity markets. This will be set in the context of history and they will discuss whether this time may be different from previous crises.

Bios

Ruadhri Duncan

Ruadhri has over 20 years in the fund management industry where he has operated as both a fund manager and a charity trustee. After leaving the Army he started work with Leopold Joseph and Sons where he completed his fund management exams. In 1999 he moved to Newton Investment Management, where he worked within the charities department for over 12 years, managing charitable funds. Ruadhri is an associate of the Chartered Institute for Securities and Investment and holds a number of charity trusteeships.

Thomas Lindsey

Prior to joining Sarasin & Partners in 2017, Thomas worked for Standard Life Investments managing multi-asset and absolute return portfolios for corporate pension schemes and institutions. He graduated from the University of East Anglia in 2011 with a degree in English Literature & Philosophy. Thomas is a CFA Charterholder®, a holder of the Investment Management Certificate (IMC), the CISI Capital Markets Program and is a member of the Chartered Financial Analyst Society of the UK. Thomas is also a trustee of the Jeevika Trust, an Indian poverty relief charity seeking to implement smart technologies to address rural food scarcity & mitigate the impact of climate change.

About Sarasin and Partners

Sarasin & Partners (£12.9 billion* AUM) are a leading global thematic investment manager specialising in charity portfolios worth £6.1bn for 443* discretionary clients. Our commitment to ‘stewardship’ principles embeds environmental, social and governance considerations into our investment process.

We offer bespoke investment solutions: via segregated portfolios, single asset class funds or through our range of Charity Authorised Investment Funds (CAIFs), one of which is a Paris-aligned Climate Active Fund.

Over the past 20 years we have built a reputation for consistent performance and unusually detailed and informative reporting packages designed specifically for charity trustees. We are known for our strategic thinking and the time we spend with trustees ensuring that their portfolio genuinely matches their specific requirements. This is exemplified by the Compendium of Investment, which has been published for over 20 years. This book is the basis for our successful trustee training programme; we have trained over 5,000 trustees in recent years.

We are regular participants in charity sector working parties and have worked closely with the Charity Commission (most recently on the launch of the new CAIF structures). We are active members and supporters of ACEVO, CIG, CFG, CLA, NCVO, and ACOSVO. A selection of our recent articles can be found HERE.

Please contact John Handford on 020 7038 7268 or john.handford@sarasin.co.uk www.sarasinandpartners.com

*as at 31.03.20

Tuesday 22 September venue Stone King, Boundary House, 91 Charterhouse Street, London EC1M 6HR. The Minister Baroness Barran MBE has been invited. Book: https://www.eventbrite.co.uk/e/charity2020-22nd-september-2020-tickets-89733735017
Wednesday 25 November venue Carter Lemon Camerons LLP, 10 Aldersgate Street, London EC1A 4HJ speaker to be announced. Book: https://www.eventbrite.co.uk/e/charity2020-25th-november-2020-tickets-89734477237
As usual, bookings will be done through Eventbrite. All meetings (other than virtual) start at 12pm for an informal buffet lunch so that everyone can network followed by the speaker at 1pm followed by questions and answers concluding at 2pm precisely. At the moment we are able to offer these luncheon meetings without charge thanks to the generosity of our sponsor hosts, to whom we are most grateful, but donations to Charity 2020 are always welcome so that we can cover overheads. Our bank details are a/c Charity 2020, a/c no.96878592, sort code 60-18-20 NatWest Bank.
Finally, if you know of anyone who would wish to be included on our mailing list for further notifications (or if you wish to be removed from our mailing list or your details have changed) please let me know with name of the person, position and charity/organisation and email address.

Charity 2020 brings together senior people in the charitable sector to meet leading figures from this and other sectors to gain the benefit of their views on major topics of current interest.

Details of our meetings, both past and future, can be found on our Meetings page: we have an exciting programme with keynote speakers. Previous meetings include an inspiring talk from Caroline Mason CBE, CEO of Esmee Fairbairn Foundation, who spoke about a partnership between funders and charities and a fascinating address by Sir Martyn Lewis CBE on Constructive Journalism which left us all with a spring in our step – reporting of positive as well as negative events.

On Wednesday 29 May 2019 Baroness Tina Stowell, Chair of the Charity Commission, gave an inspiring and challenging address about the future of the charity sector and the issues we must confront. She then fielded a wide range of questions from a capacity audience. [see her full speech under Presentations]
Farrers’ Charity Partner Julian Smith, Baroness Stowell & Keith Best 
On 23 September Mark Astarita OBE, a highly distinguished and experienced fundraiser, spoke authoritatively on the current situation for the Third Sector in both fundraising and recruitment and the challenges for the future.

Mark is widely known in fundraising both in the UK and internationally. He holds the record for being voted the most influential person in fundraising in the UK four times. He held the position of Executive Director of Fundraising for 14 years at the British Red Cross, where he was responsible for raising £1.7bn during his tenure. He has probably managed more emergency appeals than anyone one else in the UK and arguably fundraised more than another other UK fundraiser.

Almost 2 years ago Mark was asked to lead a new virtual fundraising Hub for 191 Red Cross and Red Crescent Societies across the world a role intially managed by his new company Astarita Aldrich & Ward. Essentially the Hub will act as an internal consultancy for the world largest humanitarian movement.  AAW is a Global  Fundraising & Recruitment Agency manged by 3 former successful directors of fundraising and communications. Mark is the first A in AAW!

In addition to being a past Chair of the Institute of Fundraising, Mark has been Chair of the Board of the Jaipur Limb Campaign and a trustee of VSO’s  International Board.  He was a trustee of St Joseph Hospice and is currently a trustee of St Clare’s Hospice in Harlow.

In his proudest achievement he was the principle advisor the Boards of the London Bombing Charitable Relief Fund, Manchester One Love Emergency Fund and the London Emergency Trust. He was awarded an OBE in 2015.

Mark and his colleagues advise charities specifically in developing robust fundraising and marketing strategies and or supporting the recruitment of the finest charity talent in the world.

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For our Tuesday 26 November 2019 meeting we were to host Baroness Diana Barran MBE Parliamentary Under Secretary for Civil Society and DCMS Lords Minister but, due to the general election being called, she had to decline.  I was delighted, however, that Philip Kirkpatrick, Deputy Managing Partner and Head of Charity at solicitors Bates Wells & Braithwaite, agreed to come to speak to us. Some of you may have read in the latest Civil Society News, in which he was quoted, about his proposal for an alternative governance model for charities styled an “assured unitary governance” model, that would put paid trustees at the heart of running large charities. He stated that the usual board structure of an unpaid group of trustees who meet a few times a year is not an appropriate way to govern large, complex operational charities and said: “The governance model for large complex charities is completely broken…. It is starting to look a little backward.” 

This was a fascinating session for all those with views on how governance can be done better – his full presentation can be found under the page on this website Presentations.

This year we shall be kindly hosted at a number of venues:
on Tuesday 30 June 2020 a virtual meeting thanks to Sarasins,
on Tuesday 22 September 2020 at Stone King and
on Wednesday 25 November 2020 at Carter Lemon Camerons
as usual, at 12pm there will be the buffet lunch followed by our speaker at 1pm and questions finishing on the dot of 2pm.
We are most grateful to these firms for so kindly agreeing to sponsor us. The identities of the speakers on each occasion will be announced in due course.

Please subscribe to our mailing list below if you would like to be kept informed.

We can accommodate up to 40 guests, so there will be the opportunity for interesting points to be made and developed.

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