#ACFCONF

* All quotations in this publication are taken from 2015 conference feedback forms

‘AN EXCELLENT PLATFORM FOR TANGIBLE DISCUSSIONS & DEBATES.’*

CONTENTSWELCOME 03CONFERENCE PROGRAMME 04PLENARY SPEAKERS 06BREAK-OUT SESSIONS 08MORNING BREAK-OUT SESSIONS 09AFTERNOON BREAK-OUT SESSIONS 11LUNCHTIME BRIEFINGS 13

To book and more details www.acf.org.uk/conference | 01

‘EXTREMELY FRIENDLY AND A TREMENDOUS ATMOSPHERE.’

02 | To book and more details www.acf.org.uk/conference

WEDNESDAY 02 NOVEMBER PRE-CONFERENCE NETWORKING DINNER 19:00 FOR 19:30 START BOOKING ESSENTIAL Brigade The Fire Station 139 Tooley Street London, SE1 2HZ

If you are in London the night before the conference, then why not meet up with other foundation staff and trustees for drinks and an informal dinner? ACF’s pre-conference dinner is a great opportunity to catch up with colleagues from around the UK and make new connections.

Based in a historic former fire station, Brigade is a social enterprise that combines a passion for food with support for vulnerable people, working with the Beyond Food CIC to inspire people who are at risk of or have experienced homelessness to gain meaningful employment.

BOOKING OVERNIGHT ACCOMMODATIONInformation about hotels near the conference venue for a range of budgets is available on our website www.acf.org.uk/conference

WELCOMETo book and more details www.acf.org.uk/conference | 03

DAVID EMERSON CBE ACF CHIEF EXECUTIVE

Our theme this year is ‘Trust’ and throughout the programme we have provided numerous opportunities to examine and interrogate the issue from various perspectives on both a conceptual and operational level. Year on year, your feedback tells us that you value both approaches, and as ever, we aim to deliver an enriching day full of intellectual challenge, practical tips andactionable insights.

But of course change is in the air beyond ACF: since we settled on this programme, we have all had to readjust to the outcome of the EU Referendum: asking where that may lead, and especially wondering what it may mean for our own work and for the beneficiaries we aim to support.

Our theme of Trust could not have been more appropriately timed, and we recognise that many of the discussions scheduled will now be suffused with wider questions about trust in authority – we will also be able to meet together at a special lunchtime session on the implications for civil society of the UK leaving the EU.

The conference is always an important moment in the foundation calendar, a day on which we can come together and take the temperature of the sector, look collectively at the challenges we face and return to our respective organisations emboldened by both our differences and our common purpose. I have no doubt that this year’s conference will continue this tradition;I greatly look forward to seeing you there; and I wish you a wonderful day.

DRINKS RECEPTION 17:30 HOSTED BY AMANDA JORDAN OBE, CHAIR OF ACF

Our end-of-conference drinks reception will be an opportunity to celebrate with David Emerson, who is stepping down as ACF Chief Executive after 14 years. Stick around to raise a toast, reflect on the journey so far and wish him well for the future.

THURSDAY 03 NOVEMBER ANNUAL CONFERENCE BMA House Tavistock Square London, WC1H 9JP

A short walk from Euston station, BMA House is also close to King’s Cross and good transport links. For directions see www.bmahouse.org.uk

CONFERENCE PROGRAMMETHEME TRUST

09:15 REGISTRATION AND COFFEE09:45 WELCOME FROM AMANDA JORDAN OBE, CHAIR OF ACF KEYNOTE SPEECH BY ROB WILSON MP, MINISTER FOR CIVIL SOCIETY DAVID EMERSON CBE: ON TRUST10:20 MORNING PLENARY: THE FOUNDATIONS OF TRUST What do we mean when we talk about trust? How does it underpin, disrupt, or reinforce the dynamics that are so central to the work of foundations? The panel will examine some of the fundamental implications of trust and consider the role it might play in building meaningful and productive relationships in today’s challenging context.

Our panel comprises: Dawn Austwick, Chief Executive, Big Lottery Fund; Baroness O’Neill of Bengarve; and Honor Rhodes, Director of Strategy, Tavistock Centre for Couple Relationships. Chaired by Hetan Shah, Chair of Friends Provident Foundation.

11:15 REFRESHMENTS AND NETWORKING IN THE EXHIBITION SPACE11:45 MORNING BREAK-OUT SESSIONS (choose from the options on pages 9-10)

13:00 LUNCH (with optional briefing sessions from 1.30-2pm)

14:15 AFTERNOON PLENARY: TRUST IN ACTION How does trust function? How is it built and eroded? How can it be harnessed and exchanged to best effect?

Who has responsibility for stewarding and maintaining it? The panel, consisting of funder, grantee and regulator, will consider live issues such as public trust and confidence, and the role of mutuality and honesty in successful funding relationships.

Our panel comprises: Sarah Atkinson, Director of Policy and Communications, Charity Commission for England and Wales; Noel Mathias, Managing Director, WEvolution; and Rob Williamson, Community Foundation Tyne & Wear and Northumberland. Chaired by Amanda Jordan, Chair of ACF.

15:15 REFRESHMENTS AND NETWORKING IN THE EXHIBITION SPACE15:45 AFTERNOON BREAK-OUT SESSIONS (choose from the options on pages 11-12)

17:00 ACF ANNUAL GENERAL MEETING (details provided separately for ACF members)

NETWORKING OVER DRINKS FOR NON-MEMBERS (whilst the AGM is taking place)

17:30 DRINKS RECEPTION

04 | To book and more details www.acf.org.uk/conference

‘SUCH A RICH AND IMPORTANT DISCUSSION.’

To book and more details www.acf.org.uk/conference | 05

PLENARY SPEAKERS

DAWN AUSTWICKDawn is Chief Executive of the Big Lottery Fund. Prior to this, Dawn was Chief Executive at Esmée Fairbairn Foundation and previously Deputy Director of the British Museum, Project Director of Tate Modern, and a Principal Consultant at KPMG. She has an MBA from the London Business School and an honorary doctorate from London Metropolitan University. A member of the Advisory Board of the Institute of Policy Research at the University of Bath, Dawn also serves on the UK National Advisory Board on Impact Investment.

@DawnJAustwick

BARONESS ONORA O’NEILL OF BENGARVE CH CBE FBAOnora combines writing on political philosophy and ethics with a range of public activities, which include sitting as a crossbench peer in the House of Lords, and serving on the boards of the Medical Research Council and the Banking Standards Review. She was Principal of Newnham College, Cambridge from 1992-2006 and Hon Professor of Philosophy at the University of Cambridge. President of the British Academy from 2005-9, Onora chaired the Nuffield Foundation from 1998-2010 and the UK’s Equality and Human Rights Commission from 2012-16.

HONOR RHODES OBEHaving trained as a social worker, Honor now works as Director of Strategic Development at Tavistock Relationships where she can explore her fascination with relationships, troubled and healthy. Her particular interest is in effective interventions and how trusting relationships can be made. She writes for practitioners, including Knowing what you do works: measuring your own effectiveness with families, parents and children (FPI 2009). Honor sits on a number of boards, including her local NHS Clinical Commissioning Group Board, in City & Hackney, and the Early Intervention Foundation, where she was a founding trustee.

@honor_rhodes

MORNING

CHAIR FOR THE MORNING: HETAN SHAHHetan is chair of the Friends Provident Foundation and Executive Director at the Royal Statistical Society. He is a visiting senior research fellow at The Policy Institute, King’s College London and his previous roles have included running the national charity Think Global and senior think tank roles. His interests include evidence informed policymaking, big data, international development and sustainability.

@HetanShah

06 | To book and more details www.acf.org.uk/conference

SARAH ATKINSONDirector of Policy and Communications at the Charity Commission for England and Wales, Sarah joined the regulator as Head of Corporate Affairs in 2006, following a role as Head of Public Affairs at Nationwide Building Society. Sarah is a board member of the Professional Association for Childcare and Early Years and a member of the Chartered Institute of Public Relations Professional Practices Panel. She has a BA in Philosophy, Politics and Economics from the University of Oxford.

@SarahHatstand

NOEL MATHIASNoel is the Managing Director of WEvolution and is responsible for introducing the Self-Reliant Group (SRG) approach to the UK. Originally from India, Noel holds degrees in History, Philosophy and Theology. He completed his Masters in Communication at the Westminster University in London in 2006 and has lived in Scotland since then. Noel is passionate about working alongside people determined to overcome poverty and trusts their capacity and imagination to turn their lives, and those of their families and communities, around.

@Matsnoel

ROB WILLIAMSONChief Executive of The Community Foundation, Tyne & Wear and Northumberland since 2009, Rob began his career working with homeless people before working on urban regeneration at a Council for Voluntary Service. He spent three years as a policy and strategy officer in local government before becoming Director of Policy and Communications at the Northern Rock Foundation. Rob is currently on the board of UK Community Foundations; is a trustee of Millfield House Foundation, a policy-focused trust in North East England; and sits on the BBC’s Charity Appeals Advisory Committee.

@RobCFTyne

AFTERNOON

CHAIR FOR THE AFTERNOON: AMANDA JORDAN OBEChair of ACF, Amanda is a founder of Corporate Citizenship and acknowledged as a leading thinker on corporate community involvement. She began her career at Age Concern, moving to Scope and NCVO, and then was Director of Community Investment at NatWest. Amanda was an inaugural member of the National Lottery Charities Board, is a trustee of the Baring Foundation, and of Step Up To Serve.

‘Brilliant! Excellent speakers and format.’

To book and more details www.acf.org.uk/conference | 07

BREAK-OUT SESSIONS

MORNING BREAK-OUT SESSIONS FROM 11:45 TO 13:00

AM01 Trust among the trustees: family foundations and the building of relational grant-making

AM02 Collaborating for social change: lessons from the Drive Project

AM03 ‘We don’t do God’: can religious and non-religious funders trust each other?

AM04 Is trust the answer to problems of complexity?

AM05 Are we fit for the 21st century?

AM06 How to shift towards early action: a practical starting point for funders

AM07 Expected investment returns & unexpected risks: which future pathway?

AFTERNOON BREAK-OUT SESSIONS FROM 15:45 TO 17:00

PM01 Trust the Scots … funding in a devolved country

PM02 Learning to love failure

PM03 Funding systems change: what it is and how to do it

PM04 The closing space for civil society: how this international trend is affecting the UK

PM05 Living on the edge: grant-makers and small and medium-sized charities

PM06 Value for money?

PM07 Can trustees be too trusting? Legal perspectives on putting trust in others

‘Superb day!’

08 | To book and more details www.acf.org.uk/conference

MORNING BREAK-OUT SESSIONSAM01

TRUST AMONG THE TRUSTEES: FAMILY FOUNDATIONS AND THE BUILDING OF RELATIONAL GRANT-MAKING Almost three quarters of the top 10 family foundations have a founder donor or family member on their board. These individuals can hold valuable skills and expertise that enable their foundations to be reflective, responsible and engaged funders. This type of approach can lie at the heart of successful relational grant-making and the trusting, mutually supportive working alliances that are critical to its impact.

Drawing on research by IVAR and the personal reflections of four such board members (Pears Foundation, Tudor Trust, Barrow Cadbury Trust and Indigo Trust), this session will explore the role of trustees in building partnerships and developing trust in grant-making through values, strategy, behaviours and practices. This session will primarily be a panel discussion with some space for Q&A.

Will interest: Foundation staff and trustees – particularly those interested in supporting or developing a culture of relational grant-making and/or with family members on their board.

Speakers: Christopher Graves, Director, The Tudor Trust; Trevor Pears CMG, Executive Chair, Pears Foundation; Fran Perrin, Founder and Director, The Indigo Trust; and Anna Southall OBE, Trustee, Barrow Cadbury Trust. Chaired by Ben Cairns, Director, IVAR. AM02

COLLABORATING FOR SOCIAL CHANGE: LESSONS FROM THE DRIVE PROJECT Funders who support work that addresses entrenched social issues often want to understand how to tackle those problems at the root, as well as how to bring together the right partners to effect significant change. Through the model of the Drive Project – which works with high risk perpetrators of domestic abuse –

we will share our learning on developing collaborations within and across sectors for systemic change.

The Drive Project was developed by Social Finance, SafeLives and Respect, and launched in partnership with Lloyds Bank Foundation for England and Wales, Comic Relief, Tudor Trust and local statutory commissioners. We will share how we identified the problem, built a common vision, and created an effective working partnership.

Will interest: Foundations and grant-makers who are interested in achieving system change and developing collaborations and partnerships across sectors on a large or intimate scale.

Speakers: Duncan Shrubsole, Director of Policy, Partnerships and Communications, Lloyds Bank Foundation for England and Wales; Diana Barran, CEO, SafeLives; and Jo Todd, CEO, Respect. Chaired by Emily Bolton, Director, Social Finance. AM03

‘WE DON’T DO GOD’: CAN RELIGIOUS AND NON-RELIGIOUS FUNDERS TRUST EACH OTHER? In the UK, ways of being religious or secular have shifted profoundly, not only in numbers but in patterns of affiliation. In the media, politics, geopolitical conflicts, and in the everyday public square, religious and secular boundaries are shifting, but not disappearing. This is a story still unfolding. What is the role of funders in this picture? There are opportunities but also questions: how should funders respond to secular and religious applicants? Where is the boundary between ‘advancement of religion’ and ‘promotion of tolerance and respect’?

We will examine new data on the changing patterns of religion, explore the need to broaden our understanding of religious motivations in both philanthropy and charitable activity, and develop new ideas for working across boundaries.

Will interest: Directors, grant managers and evaluators in both religious and secular foundations.

Speakers: Revd Canon Dr James Walters, Chaplain and Senior Lecturer, LSE Marshall Institute for Philanthropy; and Dr Mark Chater, Director, Culham St Gabriel’s Trust. Chaired by Richard Jenkins, Head of Policy, ACF.

‘Good questions from the audience to challenge the panel, provided thought-provoking and lively discussion.’

To book and more details www.acf.org.uk/conference | 09

MORNING BREAK-OUT SESSIONS

AM04 IS TRUST THE ANSWER TO PROBLEMS OF COMPLEXITY? On what basis should foundations give money to organisations? Many have tried giving funding in return for ‘outcomes’ or ‘results’. However, there is evidence that says that approach can lead to ‘gaming the system’ and a lack of honesty between funder and grantee (Lowe, T. and Wilson, R. 2015, Social Policy & Administration). The complex nature of some social problems means that results cannot be accurately measured anyway, and cannot be attributed to particular interventions. With both of these factors in mind, how should we as funders respond to complexity? This session will explore how trust might be the answer. We will ask: ‘What are good reasons for a funder to trust a grantee?’, and discuss a new research programme at Newcastle University Business School which is exploring trust-based funding.

Will interest: Trustees and grant officers of foundations who want to consider trust in the funder/grantee relationship and how this works in the realm of complex issues.

Speaker: Toby Lowe, Senior Research Associate, Newcastle University Business School and chair of Millfield House Foundation. Chaired by Carol Mack, Deputy Chief Executive, ACF AM05

ARE WE FIT FOR THE 21ST CENTURY? What is our role in the world of the ‘new normal’? Are we holding ourselves to the same standard that we demand from those we fund? Do we need to establish a different set of behaviours and language, ways of working and have greater expectations of our legitimacy? Do we need to re-establish trust through a new set of principles and, if so, how do we create standards against which we can benchmark ourselves to make sure that we are truly effective? This session is

about holding a mirror up to ourselves with the help of anonymous feedback from more than 2,000 frontline organisations and contributing to a debate on our own ‘new normal’.

Will interest: Foundations who see themselves as agents for long term social and environmental change and are ready to contribute towards new ways of working.

Speakers: Jo Wells, Director, Blagrave Trust; and Caroline Mason CBE, CEO, Esmée Fairbairn Foundation. AM06

HOW TO SHIFT TOWARDS EARLY ACTION: A PRACTICAL STARTING POINT FOR FUNDERS How do we invest earlier and quicker in an issue to prevent problems becoming entrenched and more acute later on? It can be argued that whilst early action work is an effective way of working, especially as resources diminish and needs increase, organisations don’t necessarily have the resources or knowledge about how to initiate it. The Early Action Funders Alliance was established to analyse and develop the role that funders can play in enabling a shift towards early action.

This workshop will explore the principles underlying the ‘early action’ approach, and look practically at how to embed this in funder strategy and grant-making. Participants will take part in an exercise to explore their own practice, and examine examples of successful early action projects.

Will interest: Trusts and foundations both large and small, who want to better understand how their grant-making can support early action work.

Speakers: Dan Paskins, Head of Policy and Learning, Big Lottery Fund; and David Robinson, Founder and Chair, Early Action Task Force. Chaired by Maddy Halliday, CEO, Life Changes Trust.

AM07

EXPECTED INVESTMENT RETURNS & UNEXPECTED RISKS: WHICH FUTURE PATHWAY? Following the publication of the 20th edition of the Sarasin Compendium of Investment, we have analysed what the major asset classes are expected to return, and whether our previous projections had been correct. We will try and answer the question: ‘What is the expected capital volatility when seeking a real return of 4%?’ and we will explore some of the key risks which investors face today, with a look at some of the possible unknown unknowns. Thinking about how the markets and managers contend with such risks, we will outline how such risks might be mitigated and how charities should prepare themselves for the unknown.

Will interest: Any individual who has a say in the formation of a strategic asset allocation policy– namely Trustees, Finance Directors, and CEOs.

Speakers: Oliver Bates, Partner; and Paul Fairbrother, Client Relationship Manager, Sarasin & Partners LLP

‘Excellent speakers, well presented and in a really nice setting with an informal atmosphere. Top notch.’

10 | To book and more details www.acf.org.uk/conference

AFTERNOON BREAK-OUT SESSIONS PM01

TRUST THE SCOTS… FUNDING IN A DEVOLVED COUNTRY The political, legal, education, health and social care systems are all different in Scotland to the rest of the UK and the differences are becoming greater as the SNP Government pursues markedly different policies to the Westminster Government. This session will explore what is different about Scotland and how that affects funders and perceptions of charities. We will explore the opportunities that exist for new types of work, and for potential collaboration with Scottish funders, Scottish charities and the Scottish Government.

Will interest: Funders who are not based in Scotland and who would like to learn more about the country and how to fund there.

Speakers: Fiona Duncan, CEO, Lloyds TSB Foundation for Scotland; and Douglas Hamilton, Vice Convenor, Scottish Grant Makers, Director of the RS Macdonald Charitable Trust. Chaired by Kenneth Ferguson, Convenor, Scottish Grant Makers, and Director, The Robertson Trust.

PM02

LEARNING TO LOVE FAILURE Terrified of failure? Is it possible to embrace failure as a learning tool when it comes to giving money to interventions that address social change? This workshop looks at examples from US foundations who have done just that and will challenge participants to reflect constructively on some of their failures. Please come prepared to share and learn!

We will look at how BBC Children in Need is building a culture where failures are openly accepted and discussed and how it is informing staff development, decision-making and relationships with grantees. We will explore both the basic principles of failure analysis and how they can be scaled to fit the size, complexity and budget of both large and medium sized trusts and foundations.

Will interest: The session will suit staff and trustees of trusts and foundations who are interested in how to make best use of their learning from failure.

Speakers: Jessica Middleton, Policy and Influencing Officer; and Lesleyann Russell, Risk and Compliance Manager – Grantmaking, BBC Children In Need.

PM03

FUNDING SYSTEMS CHANGE: WHAT IT IS AND HOW TO DO IT Foundations are operating in a rapidly changing environment – needs are rising, government funding has shrunk and philanthropy may well be expected to fill the gap. NPC is considering how funders are using a ‘systems change approach’ that can help address the root causes of social problems and provide an opportunity to renew their focus on achieving their mission.

Drawing upon NPC’s report Funding Systems Change, the workshop will look at the principles for funders wanting to engage with systems change, with examples of approaches developed by Lankelly Chase Foundation and the Stone Family Foundation. Participants will gain insight into how these funders tackle systems change, how to get the basics right, and how they have collaborated and gone beyond the grant.

Will interest: Charitable trusts and foundations, both new and established, with an interest in strategic philanthropy. It will be most relevant to those who are already familiar with systems change but will still be accessible to those new to the topic.

Speakers: Alice Evans, Director of Systems Change, Lankelly Chase Foundation; and Sarah Hedley, Head of Water and Sanitation Programmes, The Stone Family Foundation. Chaired by Rob Abercrombie, Director of Research and Consulting, NPC. PM04

THE CLOSING SPACE FOR CIVIL SOCIETY: HOW THIS INTERNATIONAL TREND IS AFFECTING THE UK Since 2012 more than 100 laws have been passed or enacted around the world that restrict the registration, operation and funding of civil society organisations in a trend that has become known as the ‘closing space for civil society’.

To book and more details www.acf.org.uk/conference | 11

AFTERNOON BREAK-OUT SESSIONS China, Egypt, Hungary, India, Russia and Uganda might be the countries where this trend is most apparent but civil society space is also under threat in the UK, with the UN Special Rapporteur voicing his concern during a recent visit to London. This session will offer an overview of this global trend, an insight into how it is affecting funders and grantees in the UK, and an introduction to how funders are working together internationally to defend civil society space.

Will interest: Grant-makers who fund internationally and who may experience difficulties in their grant-making that are caused by the ‘closing space’; and grant-makers who fund in the UK and who find that their grantees are less willing or able to take critical stances towards government policy.

Speakers: Poonam Joshi, Director of European Office, The Fund for Global Human Rights; and Adam Pickering, International Policy Manager, Giving Thought, CAF. Chaired by Esther Hughes, Executive Director, Global Dialogue. PM05

LIVING ON THE EDGE: GRANT-MAKERS AND SMALL AND MEDIUM-SIZED CHARITIES In 2015 and 2016, big charities have been subjected to a string of negative headlines but the deteriorating environment for small and medium-sized charities – 97% of the sector – did not feature in the mainstream media. We will explore the research that uncovers what has been happening to these charities and why it matters, and the steps grant-makers can take to respond and support small and medium-sized charities – both meeting their immediate needs and looking to level the playing field for the future. We will also look at how this research (done for Lloyds Bank Foundation for England and Wales and others) can be used to inform strategy across the sector.

Will interest: Foundation staff and trustees working with small and medium sized charities.

Speakers: Alex Van Vliet, Research and Data Analyst; and Caroline Howe, Policy and National Programmes Manager, The Lloyds Bank Foundation for England and Wales. Chaired by Duncan Shrubsole, Director of Policy, Partnerships and Communications, The Lloyds Bank Foundation for England and Wales. PM06

VALUE FOR MONEY? In a world of low returns, and where endowment management costs can be up to a quarter of annual spending, how can foundations appraise the cost of managing their investments and the value that they get? Investment management fees can often be layered, opaque and complicated. What questions should foundations be asking of their managers, and how should they be judging the benefit that they receive? Using practical examples and sharing up-to-date research, the session will seek to give attendees a thorough understanding of appraising value for money in endowment management and the options and choices available for foundations looking to make the most out of their assets.

Will interest: Trustees and staff responsible for investment management.

Speakers: Kate Rogers, Head of Policy; and Giles Neville, Head of Charities, Cazenove Charities.

PM07

CAN TRUSTEES BE TOO TRUSTING? LEGAL PERSPECTIVES ON PUTTING TRUST IN OTHERSMuch of the recent discussion regarding public trust and confidence in the sector has focussed on rebuilding charities’ relationships with donors; however, a number of regulatory cases have highlighted the importance of trust in other areas, including relationships with grant recipients, co-funders and within charities themselves.

Is trust enough? What are trustees’ responsibilities when their trust is abused? What measures can be put in place to reduce the risk of such a situation arising? This session will look at a number of scenarios in which charity trustees have been criticised for placing too much trust in others, and will examine the legal and governance lessons to be learnt from each. Participants will be invited to pose questions for discussion in advance of the seminar.

Will interest: Trustees and senior foundation staff interested in and/or responsible for governance issues.

Speakers: Julian Smith, Partner; and Laetitia Ransley, Associate, Farrer & Co.

‘An excellent session good presentation; clear, comprehensible, great questions & discussion, 10/10.’

12 | To book and more details www.acf.org.uk/conference

LUNCHTIME BRIEFINGSSMALLER FUNDERS’ NETWORK This is an opportunity for smaller funders to get together and reflect upon the morning plenary session and workshops they have attended, and share what resonated. The session will be run by ACF’s Smaller Funder Network convenor, Jacqueline Rae, and there will also be an opportunity to find out about the Smaller Funder Network meetings run throughout the year at ACF.

Will interest: Individuals that administer a trust of any size on their own or with very limited staff; and staff or trustees of trusts giving less than £500,000 a year, or that have a very restricted area of funding.

LEAVING THE EU – WHAT DOES IT MEAN FOR CIVIL SOCIETY? Four months after the referendum, this lunchtime session offers a space for foundations to consider together the implications of the UK leaving the European Union.

Will interest: Any delegate wanting an opportunity to meet with colleagues to discuss these issues.

Please note that sessions and speakers are correct at the time of going to press but may be subject to change.

‘A really good opportunity to actually meet people and it was very easy to engage and chat. I made some contacts in that session which were really relevant to my work and would have been difficult to meet otherwise.’

To book and more details www.acf.org.uk/conference | 13

ABOUT ACF The Association of Charitable Foundations is the membership association for foundations and grant-making charities in the UK. For over 25 years we have supported trusts and foundations; respecting and safeguarding their independence, and helping them to be effective in the many ways that they use their resources. www.acf.org.uk

THIS CONFERENCE WOULD NOT BE POSSIBLE WITHOUT THE GENEROUS SUPPORT OF OUR SPONSORS:

ACF is a company limited by guarantee registered in England & Wales, company registration number: 5190466.

Registered charity number: 1105412.

Registered office: ACF, Acorn House, 314-320 Gray’s Inn Road London, WC1X 8DP

Telephone 020 7255 4499 Email conference@acf.org.uk Website www.acf.org.uk

Design Steers McGillan Eves

As part of ACF’s commitment to environmental sustainability this document was printed by a printer with an environment managed system accredited to ISO 14001 standard.

It uses vegetable-based inks and the paper is Cocoon offset 100% recycled from FSC-certified sources.

Farrer & Co is an independent law firm with a rich history. We are acknowledged as one of the country’s leading practices when it comes to advising charities and other not-for-profit bodies, as well as the individuals, businesses and entrepreneurs that support them. Our clients include national and international grant-makers, family foundations and philanthropists, as well as numerous cultural, educational and health charities.

Our reputation and success is based on the goodwill of numerous close client relationships. We are trusted advisers, protecting our clients’ long-term interests by delivering practical solutions and paying careful attention to quality and personal service.

Sarasin & Partners are a leading manager of charity portfolios, managing £5.7* billion for approximately 380* discretionary clients, representing 40% of our overall £13.6 billion* assets under management.

We offer bespoke investment solutions: via segregated portfolios, single asset class funds or through our two Common Investment Funds.

With over 20 years’ experience, we have established a reputation for consistent investment performance and high-quality reporting.

Our ‘Compendium of Investment’ forms the basis for our Trustee Training programme, which has trained over 4,000 trustees and permanent officers throughout the UK and Ireland.

For further information please contact John Handford 020 7038 7268 john.handford@sarasin.co.uk www.sarasinandpartners.com *as at 30.06.16

As the largest charity investment manager in the UK, we are the trusted partner of over 700 charities and manage a total of over £8bn for charities from all sectors and sizes. We are fortunate to be able to offer a broad range of services, backed by the resource and strong investment performance of Schroders, a leading global investment group and, due to our size and position, support the sector through our research and thought leadership.