Charity roundtables and seminars – upcoming events

Join us for a charity sector update where charity specialists will share insights into the latest investment trends, legal updates and developments that are shaping the future of the charity sector.

We are delighted to announce that Debra Allcock Tyler, CEO of Directory of Social Change, will be joining us to deliver an insightful update on the current challenges facing funders and delivery charities. Her expertise and passion are sure to inspire and inform all attendees.

Why attend?

• Gain a deeper understanding of current economic and market conditions, including the impact of President Trump on global markets 
• Update on the latest developments at the Charity Commission and issues that trustees should be aware of, including the impact of the latest budget on charitable giving and philanthropy, and the potential re legacy donations for charities
• Explore the principles of responsible investing with practical guidance on navigating ethical dilemmas and legal frameworks
• Engage with our experts during a Q&A session
• Network with your peers and make connections with other charities

Since Donald Trump took on the US Presidency at the beginning of January, the market outlook has become increasingly uncertain. What impact could trade tariffs, a shifting geopolitical landscape and abandoning the fight on climate change have on the global economy?

Join us for a roundtable discussion where we will discuss key topics including:

• What will a Trump Presidency mean for the global economy?
• How should investors be positioning investment portfolios in an uncertain and volatile market?
• Can defence stocks now be considered ‘responsible investments’ from a charities perspective?
• What are the implications of the US government reversing climate action policies?

During the session, Richard Carter, Head of Fixed Income Research and Nicola Toyer, Charities Director at Quilter Cheviot will explain how they are tackling these issues and more within charity investment portfolios.

Join us for a charity seminar where charity specialists will share valuable insights into the latest investment, legal, and accounting developments that are shaping the future of the charity sector.

What we will cover:

• Investing under a Trump presidency and navigating uncertain markets, Nicola Toyer, Quilter Cheviot
• VAT under the spotlight: What HMRC’s challenges and announcements mean for non profit organisations, Jacki Wells, Crowe
• Charity Governance Update - latest Charity Commission guidance, inquiries and other relevant developments, Catherine Rustomji, Shakespeare Martineau LLP
• Key changes arising from the proposed new charities SORP, Vicky Szulist, Crowe
• Q&A - ask the panel. This is an ideal opportunity to ask questions. If there is a specific topic you would like us to address, let us know.

We are delighted to invite you to a Behavioural Science Workshop hosted by The Quilter Foundation and Quilter Cheviot, in partnership with Cowry Consulting.

The session will draw on topics and themes charities have told us matter the most such as maximising fundraising initiatives, engaging corporate partners and improving the impact of their communications.

Agenda:
9.00 - 9.15    -  Registration
9.15 - 9.30    -  Welcome from The Quilter Foundation and Quilter Cheviot
9.30 - 12.30  -  Behavioural Science Workshop with Cowry Consulting
12.30 - 1.30  -  Networking Lunch

About Cowry Consulting
Cowry Consulting is one of the UK’s leading behavioural science consultancies. They support organisations with applying psychology and behavioural economics to create smarter experiences and improve outcomes – from engagement to organisational change. Their work is grounded in evidence, creativity, and real-world impact.

Join us for an extra special ‘Meet the Manager’ event as we celebrate the fifth anniversary of the Quilter Cheviot Global Income & Growth Fund for Charities. During the roundtable, you will have the opportunity to quiz Howard Jenner, the Fund Manager, on all areas of investment, from how the Fund is invested to the outlook for markets.

This event also offers a fantastic opportunity to connect with other charities, (investors and non-investors in the Fund) as well as raise any other topical issues facing the charity sector (investment related or not).