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This year’s theme, Fostering Financial Resilience, explores how charities can respond confidently to today’s economic and regulatory landscape, strengthen governance and make informed investment decisions for the future.

What to expect

Through keynote presentations and interactive breakout sessions, we’ll explore the issues shaping the charity sector today, including:

  • The current state of the charity sector

  • The investment outlook for charities

  • AI’s evolving environmental impact

  • Total return investing and income strategies

  • Managing investment risk in concentrated markets

  • The potential impact of 2027 inheritance tax changes on charitable giving

  • Leadership lessons from social enterprise

You’ll also have the opportunity to tailor your experience by selecting breakout sessions most relevant to your organisation, before networking with fellow delegates and industry experts over lunch.

Agenda

  • 08:30

    Registration and breakfast

  • 09:00

    Welcome – Caroline Gee, Evelyn Partners

  • 09:10

    State of the Charity sector - Liz Brownsell, Partner & Head of Charities, Birketts LLP

  • 09:40

    Market update - Arielle Ingrassia, Evelyn Partners

  • 10:10

    Divest or engage? The pros and cons - Katrina Brown, Evelyn Partners

  • 10:40

    Break and refreshments

  • 11:00

    Breakout sessions (see details below)

  • 12:05

    Break and refreshments

  • 12:15

    Mission vs. margin: The challenges of doing good and doing well – Liam Black, Social Entrepreneur

  • 12:45

    Lunch and networking

  • 15:00

    Close

Breakout sessions

11:00am (choose one):

  • Breakout 1A: Income: Considering a Move to Total Return?  - Charlotte Attwood, Evelyn Partners

  • Breakout 1B: The Risk You Need for the Return You Want: A Guide to Achieving Your Investment Goals – Richard Griffith, Evelyn Partners

11:35am (choose one):

  • Breakout 2A: How 2027 Inheritance Tax Changes May Grow Charity Income - Evelyn Partners

  • Breakout 2B: The Risk of Passive Investments in a Concentrated Market - John Dolan, Evelyn Partners

Spaces are limited and early registration is recommended.

Time & Location

Evelyn Partners, 45 Gresham Street, London, EC2V 7BF

45 Gresham St, London EC2V 7DE, UK
08:30 - 15:00 BST