Commissioned Work
I have listed the work that I have
been commissioned to carry out in the following categories:
CONSULTANCY PROJECTS:
2007 - 2012
Arab Foundations Forum - facilitator of session on ‘Future Strategy and Plans’ (May 2008)
Asylum Aid
- fundraising strategy advice (May 2007)
Banque de Luxembourg - adviser to Philanthropy Advisory Services (from October 2008)
Battersea Dogs & Cats Home - facilitation of Board away-day (March 2009)
Bertram Pohl Foundation/Castle Island Music (Luxembourg) - adviser on
project development (October 2007 and May 2008)
Bioversity International – assistance with preparation of new strategic priorities (October 2011)
The Brooke - facilitation
of Governance Review with senior executive staff and trustees (January
2007-February 2008); assistance to Bill Bruty Associates on preparation and presentation of a report on institutional funding (November 2009)
Community Philanthropy Initiative (CPI) - facilitator of Meeting of European
Community Foundation Support Organisations, Madrid (June 2007)
Coutts
Bank Philanthropy Services - author of foreword to and assistance
with editing of Coutts Philanthropy Handbook (November 2007-January
2008); Adviser to the development of the Philanthropy Knowledge Exchange project (June 2010-September 2011)
Diabetes UK - assistance to the CEO with an assessment of the charity’s governance review (July-October 2008)
Dutch Oak Tree
Foundation - review of grant-making procedures and processes and
liaison between UK foundation and d.o.b foundation, Veessen, The Netherlands
(September 2005-June 2007)
EKOS Economics
and Regeneration, Glasgow - associate member of team undertaking
evaluation of Futurebuilders Scotland (2006-2007)
European Foundation Centre - consultancy on Capacity Building Needs of Foundation Staff and Board Members and proposals for how EFC could help meet them – leading to preparation of ‘Building Talent And Excellence Within Foundations - A Review of how the European Foundation Centre (EFC) could enhance and further develop what it does to build capacity within Foundations in Europe’ (March-October 2008) Download the Full Report or Download the Executive Summary
European Foundation Centre Diversity, Migration and Integration Interest
Group - facilitator of meeting, Madrid (May 2007)
European Philanthropy Research and Teaching Initiative – consultations with foundation leaders, researchers and other academics and the preparation of ‘The Application of Learning & Research to the Practice of Philanthropy’, a report on how a stronger learning framework could be developed within Europe (August-November 2009) Download the Report
(See also ‘Shedding Light on Our Own Practice ‘ project - below)
European Venture Philanthropy
Association (EVPA) - facilitator at Members' Meetings, London (January
2006) and Venice (February 2007 and March 2009); chair of 4th (Frankfurt - September 2008), 5th (Amsterdam - November 2009) and 6th (Luxembourg - November 2010) Annual Conferences
Forum for
Active Philanthropy - author of 'How To Enjoy Making Donations Wisely'
and adviser (from 2007) Download the Pamphlet
Future
Builders England - member
of advisory group on re-tender (February 2007-January 2008),
independent member of recruitment panel for new Chair (November 2007), facilitator of Senior Management
Team Away-Day (July 2007)
and of Board/Investment Committee Away-Day (January 2008)
Gatsby Charitable
Foundation - and other Sainsbury Family Charitable Trusts - consultant
on social renewal programmes (2001-2007)
The Global Impact Investing Network (GIIN) - consultancy on European development (October 2011 - April 2012)
Goldman Sachs Gives - adviser (with On
Board) to new donor advised fund (August 2007)
Joseph Rowntree Charitable Trust -
advice and intervention to assist grantee organisation with governance (December 2009)
Joseph Rowntree Foundation – consultations and preparation of report on ‘Mission Connected Investment: is there more the Foundation could do?’ (June-August 2010)
Kusuma Trust UK -
consultancy on development of enlarged Trust and recruitment of CEO (from November 2009)
Mission,
Models, Money - co-leadership of two strands of work of a project
designed to help arts and cultural organisations develop their financial
and organisational sustainability: 'New and Alternative Financial Instruments: Going
Beyond Grants and Donations - enlarging the financial toolbox' (September
2006-February 2008) Download
the Report and 'Mission Accomplished - ensuring good governance
in challenging times' (September 2006-March 2007)
National Council
for Voluntary Organisations (NCVO) Funding Commission - preparation of 'think piece' paper on Future
Funding Challenges and Opportunities for VCOs (January 2009) Download the paper
National Council
for Voluntary Organisations (NCVO) (with On
Board) - adviser to Governance Review (January-November 2007)
National Council for
Voluntary Youth Services (NCVYS) - facilitator for Senior Management
Team review days (September 2007 and October 2008)
NESTA Innovation in Giving Fund - member of Selection Panel (from 2012)
Network of European Foundations (NEF) – facilitation of NEF Partnership session on ‘Dissemination and Advocacy at the European Level of NEF projects’ Brussels (June 2010)
New Economics Foundation
(nef) - adviser to Mission Connected Investment project (April 2007-July
2008) Download the report
Nuffield
Foundation - member of the interview panel for the Commonwealth
Programme (October 2006)
Oak Foundation – one of a panel of three consultants engaged to review the impact of the Housing and Homelessness Programme (USA and UK) and future options for further development (June-August 2010)
Paul Hamlyn Foundation – commissioned article ‘Learning for Foundations’ for 2011-12 Yearbook (July 2012) Download the article
Polden Puckham Charitable Foundation – preparation and facilitation of trustee review of foundation’s ‘niche, focus and effectiveness’ (November 2010)
Policy
Exchange - adviser to philanthropy research projects: 'Give and Let Give - Building a Culture of
Giving in the Financial Services Industry'
(June-December 2007) Download
the report and to ‘The Wealth Bridge: local philanthropy helping to build communities’ (2008) Download the Report
Royal Marsden Hospital Charity - adviser on 'independence' of governance (July-August 2009)
Salzburg Global Seminar - participant in
‘Optimizing Institutional Philanthropy for the 21st Century’ (December 2008)
Samworth Foundation - adviser to trustees of family foundation (1995-2013)
SG Hambros Private Bank - Philanthropy Workshop with Private Banking Staff (October 2008)
‘Shedding Light on Our Own Practice: The impact and effect of our behaviour’ a collaboration between consultants (myself, Judith Symonds and Karen Weissblatt) and a group of funders on the application of learning about the practice of philanthropy in Europe, drawing on interviews with leaders of 24 Foundations from across Europe. Initial report prepared for the EFC AGA and Conference in Belfast (June 2012) Download the Initial Report Download the Final Report - published January 2013
Shell Foundation – consultancy to contribute to the production of a report on scaling up enterprises to mark the Foundation’s 10th Anniversary and to the development of a Social Investment Policy (2010); contributor to and participant in staff group policy review sessions (2011 and 2012)
SHINE - facilitation of Board and Staff Away Day: ‘Reflecting on a Decade’s Work’ (February 2009)
Trans-Atlantic Community Foundation Network (TCFN) - facilitator of Peer Exchange
'From Donor Services to Donor Engagement', Bruges, Belgium (December
2007)
Tubney Charitable
Trust - preparation of ‘A Legacy Of Action And Learning’ – a paper for the staff and board of the a ‘spend out’ grant-making trust (October 2008)
Venture Partnership Foundation (VPF) – facilitator of sessions at mini-conference for social entrepreneurs within VPF portfolio on ‘challenges and role of social entrepreneurship within charity/social sector’ and ‘how can the private sector and social entrepreneurs work most effectively together’ (May 2010)
The Wates Foundation – facilitation of a ‘next steps’ meeting of trustees and family members to discuss options for the future structure and direction of the Foundation (April 2008)
Welfare Association (Ta'awoun) – consultancy to assist the Enterprise Performance Manager with the development of her role and to review with the Director General the organisation’s presentational materials, income generation strategies and opportunities for co-funding and joint ventures (July-December 2008)
Willow Foundation -
leader of review session with senior management team on the management of change (October 2009)
World Society for the Protection of Animals (WSPA) – consultancy on Board skills and experience (February-May 2008)
Zurich
Community Trust - member of team led by Bill
Bruty carrying out a research project to explore potential collaborative
partnerships and additional income opportunities for the Community Trust
(December 2006-May 2007)
Back to Top
CONSULTANCY
PROJECTS:
2001 - 2006
Active Community Unit, Home Office - production of 'Independent Person'
report on ICT Consortium bid (March 2005) Download
the report
Active
Community Unit, Home Office - facilitation of preliminary meeting of
Voluntary and Community Sector Advisory Group (June 2003), of a meeting
of officials and national voluntary organisations about FutureBuilders
(January 2004) and of the 'Financing Hub' "Summit Meeting"
of national voluntary organisations that was convened as part of the
initial implementation of the 'Change Up' programme (July 2004).
Active Community Unit, Home Office - with the Social Enterprise Unit
(DTI) and the Neighbourhood Renewal Unit (ODPM) - preparation of report
on 'Patient Capital' Seminar (July 2003) Download
the report (219KB PDF)
Active Community Unit/Voluntary and Community Research Section, Home
Office - 'The Compact-The Challenge Of Implementation' evaluation of
the progress of the Compact Between Government and the Voluntary and
Community Sector and preparation of an implementation action plan(February
- April 2002) Download
the Full Report or the Summary.
Arts and Business (A&B) - Preparation of research study on 'Corporate Foundations
and the Not For Profit arts sector' (jointly carried out with B+B)
(November 2004-May 2005)
Asia
Pacific Centre for Philanthropy and Social Investment at Swinburne University,
Melbourne - Heloise Waislitz Fellow (October 2003)
Barrow Cadbury
Trust - facilitator to trustee workshops (April & November 2002
and July 2003); speaker at trustee review meetings (March and November 2005)
BASSAC (now Locality) - co-facilitator
at 'Inspiring Leadership' networking Away Day for leaders of community
anchor organisations (November 2006)
Bertram Pohl Foundation/Castle Island Music (Luxembourg) - adviser on
project development (September 2006)
Big
Lottery Fund - preparation of
report and presentation to Board on 'Voluntary and Community Funding
Issues' (September-October 2004)
BLISS - the premature
baby charity - advice on new funding options (September 2004)
Burdett
Trust for Nursing - consultancy on setting up new grant-making trust
(December 2001 - January 2002)
Charities Aid Foundation
- adviser to Social Enterprise Project (2003-4)
Charity Bank
- adviser on new sources of capital funding (August 2003)
City Parochial
Foundation (now Trust for London) - briefing on the merits of voluntary and community organisations
adopting an asset development strategy (July 2002)
Community Fund - "The Investor Approach: a way forward for the
Community Fund?" Research for scoping project (January - March
2002) and author of report (published June 2002) Download
the Report
Community Philanthropy Initiative (CPI) - facilitator of session on 'Is More
Really Better?' at Annual Networking Meeting: 'The Rocky Road to Sustainability',
Athens (May 2004)
Community TechKnowledge (CTK) - assistance with organising seminar for
charitable trusts and foundations (October 2002)
CORGI (The Council for Registered Gas Installers) (with On
Board) - assistance with setting up The Corgi Trust (July-September
2004)
Development Trusts Association
(now Locality) - adviser to Investment in Community Enterprise project (January 2002)
Dutch Oak Tree
Foundation - review of grant-making procedures and processes and
liaison between UK foundation and d.o.b foundation, Veessen, The Netherlands
(September 2005-June 2007)
EKOS Economics
and Regeneration, Glasgow - associate member of team undertaking
evaluation of Futurebuilders Scotland (2006-2007)
European Foundation Centre - review of Community Philanthropy Initiative (March-October 2006) Download
the report
Gatsby Charitable
Foundation - and other Sainsbury Family Charitable Trusts - consultant
on social renewal programmes (2001-2007)
HM
Treasury futurebuilders project - consultant to HM Treasury planning
group (2003)
Impetus Trust - adviser to a venture philanthropy fund 2001-2004
Institute
for Philanthropy - adviser to feasibility project on development
of Guidestar UK (September - December 2002)
Lister Charitable Trust - adviser to Lister family on options for further
development and governance of Trust (February-August 2006)
London Community Foundation - Review (funded by the Mott Foundation
and the ODPM) of the progress to date of the London Community Foundation
and the prospects for future development (December 2003-March 2004)
London Housing Foundation - adviser on shortlisting tenders for three projects (January - February
2002) and evaluator of Homeless Impact programme (September 2002 - October
2003)
Mission,
Models, Money - co-leadership of two strands of work of a project
designed to help arts and cultural organisations develop their financial
and organisational sustainability: 'New and Alternative Financial Instruments: Going
Beyond Grants and Donations - enlarging the financial toolbox' (September
2006-February 2008) Download
the Report and 'Mission Accomplished - ensuring good governance
in challenging times' (September 2006-March 2007)
National Children's and Young People's Week Consultation - co-facilitator
of consultation meeting at the Office of The Children's Commissioner
(December 2006)
National Council
for Voluntary Organisations (NCVO) - preparation of 'Strategic Agenda'
paper on Financing the Voluntary and Community Sector-Future Prospects
and Possibilities, published within 'Voluntary
Action - meeting the challenges of the 21st Century' (November 2004)
NCVO
Sustainable Funding Project - advice to new staff and about new
publication (May & September 2004)
New Philanthropy
Capital - adviser on development of venture philanthropy project
(December 2001 - April 2002); consultant to research and advisory service
for donors (March and November 2003 and May 2004)
Nuffield
Foundation - member of the interview panel for the Commonwealth
Programme (September 2002, October 2004 and October 2006)
Oak Foundation (Oak
Philanthropy UK) - programme review consultancy (April 2005)
Open University - consultant to the Development Office (July - October
2002)
Paul
Hamlyn Foundation - consultant to trustee policy review (November
2001) and to CEO recruitment (May 2004); facilitator to trustee strategy review residential meeting (May 2005); and to follow-up to trustee strategy review (April 2006)
Resolution Foundation - assistance with setting up new Foundation
(July-October 2005)
Samworth Foundation - adviser to trustees of family foundation
Social & Community Enterprise Training Consortium - consultancy
on feasibility of a learning bursaries scheme for managers and board
members of social and community enterprises (January-March 2005)
Trans-Atlantic Future Funders Forum - facilitator for UK/US seminar
on Innovative Foundations at The Rensselaerville Institute, near Albany,
New York State (January 2005)
Tubney Charitable
Trust - consultant to trustees' Strategy Review (September-December
2003)
Tudor Trust - adviser to meeting of staff and trustees to review social investment
policy (September 2006)
United Response - advice to Communication and Fund Raising staff (January and May 2006)
UnLtd - advice
to UnLtd Ventures team (June 2004); facilitator to research seminar
on 'Impact' (April 2005)
Vodafone
Group Foundation - consultancy on grant-making processes and procedures
(October 2004-September 2005) and on development
of Governance 'Toolkit' (January-July 2006) for Vodafone Foundations; contributor
to Vodafone Foundations global workshops
in Lisbon (December 2004), Newbury (July 2005 and July 2006) and Athens (December 2005)
Back
to Top
JOINT
VENTURE ON GOVERNANCE & TRUSTEESHIP:
On
Board (joint venture with Bates Wells & Braithwaite and Tesse Akpeki)
- 'On
Board', a joint programme of training and development
for trustees and senior managers of charities on various aspects of
governance.
MENTOR/STAFF
DEVELOPMENT:
I am or
have been adviser and 'mentor' to: -
The
Chief Executive of a large national charity that provides social care
services
The
Chief Executive of a national 'second-tier' membership organisation
for local youth services
The
Finance Director of a housing association providing accommodation
and support for homeless people in London
The
senior staff team of a national grant-making organisation
The
Chief Executives of two organisations (one national; one regional) working
on behalf of social enterprises
The
Directors of four endowed charitable trusts/foundations
The
Chief Executive of an international NGO specialising in the development
of mental health services
The
senior executive team of a charity running an appeal to set up a national
centre
The
Chief Executive of a national organisation that promotes and supports
social entrepreneurs
The
Director of Finance and Corporate Services of a lottery funds distributor
The
Chief Executive of a national charity working on environmental education
and schools
The
Chief Executive of a venture philanthropy fund
The Head of Ethical & Responsible Investment of an investment management company
The Managing Director of a Europe-wide association of philanthropy funds
The Managing Partner of
a philanthropy advisory service
The Chief Executive of an international NGO working with rural communities on the creation of income opportunities
The Chief Executive of national organisation whose members are engaged in the regeneration of communities
and have provided "first
100 days" assistance to the Chair of a non-departmental public
body and to the Chief Executive of a new special fund for enhancing
and extending the provision by voluntary organisations of publicly funded
services.
SPEAKING
ENGAGEMENTS - CONFERENCES AND SEMINARS:
See
Also Downloadable Selection (those in bold print
below) at Articles
& Talks
2007 - 2012
Alphamundi Group - speaker on ‘Mission Connected Investment – Emerging Opportunities’ at seminar on ‘The Social Investment Spectrum’ organised as a pre-conference event before the EFC 19th Annual General Assembly and Conference, ‘Fostering Creativity,’ Istanbul (May 2008)
Amicus Foundation (with On
Board) - speaker at trustee seminar (March 2007)
Arab Foundations Forum - speaker on 'Monitoring & Evaluation Tools & How to Define Success' at meeting in Istanbul (May 2008)
Association of Charitable
Foundations - speaker on 'Mission Connected Investment - Practical
Solutions' at national conference (September 2007); chair of debate on 'How Can We Achieve the Greatest Returns?' at AGM (June 2009)
Banque de Luxembourg - speaker on 'Mission Possible - Emerging
Opportunities for Mission-Connected Investment’ and facilitator of debate at seminar on ‘The Social Finance Spectrum – Investment Vehicles and Trends,’ Luxembourg (October 2008)
Barrow Cadbury Trust - preparation and presentation of paper for trustees on 'Connecting Values & Mission with Investments' (January 2010)
Big Lottery
Fund - Chair of debate on 'This house believes evaluation
is more interesting than influential' at 'Tidy Findings in an Untidy
World' conference on evaluation (November 2007)
Bill Bruty Associates - co-presenter of seminars on 'Turmoil or Tranquillity? Grant Making Trusts in a Recession' (July 2009); 'Charitable Trusts in Turbulent Times' (June 2010); and ‘Through The Looking Glass – the financial fortunes of 100 charitable trusts 2004-2010’ (September 2011)
Campden Conferences - The Family Philanthropy Forum - co-presenter (with Active Philanthropy) of 'Philanthropy Clinic' (March 2009)
Canopus
Foundation - speaker on 'Holistic Approaches to Foundation Investment
Policy' at 'Sympathetic Values - Innovative Funding Mechanisms for
Social Change' - a symposium at Badenweiler, Germany (October 2007)
CCLA Investment Management and Rockefeller Philanthropy Advisers - convenor of seminar on 'Connecting Foundation Values and Mission with Investment Strategies' for staff and trustees of endowed trusts and foundations (June 2009)
Centre for Charity Effectiveness, Cass Business School – co-leader of seminar for Third Sector Leaders in Lambeth on ‘Funding: Beyond Grants and Contracts – and Tee-Shirts’ (June 2010)
CFDG
(Charity Finance Directors' Group) - speaker on 'Programme Related
Investment' at 16th Annual CFDG Conference 'Making a Difference' (May
2007)
City
Bridge Trust - speaker at policy review meeting (May 2007); speaker on ‘New Forms of Funding’ and panellist at conference on ‘Investing in civil society – making the money go further’ (February 2011)
Community Foundation Network - facilitator of panel debate on 'Grassroots Philanthropy' and leader of workshop sessions on 'Leadership in Testing Times' at annual conference on 'Grassroots Philanthropy - Changing Our World Together' (September 2009)
Coutts
Bank Philanthropy Services - assistance with staff training day (November 2009)
CreateKX - leader of seminar for arts organisations on 'Money, Money, Money: Evaluating your Organisation's Model for Income Generation (July 2009)
Creative Unit and Creative Skills Cornwall – leader of seminar ‘Is There Any New Money Out There?’ (January 2009)
Erasmus Centre for Strategic Philanthropy, Rotterdam - speaker on 'Philanthropy Challenges' at centre's launch conference 'Strategic Philanthropy - Doing Good, Done Better' (September 2009) and on ‘Strategic Grant-Making’ at European Conference on Strategic Philanthropy (November 2010)
ESSEC Business School, Institut de l'Innovation et de l'Entrepreneuriat Social, Paris – co-speaker on ‘What can a government do to encourage philanthropy and social investment? A look at the “Big Society” policies in the UK’ at ‘Lunch & Learn’ seminar (December 2011)
European Association for Philanthropy and Giving (EAPG) – speaker and panel leader at seminar on ‘Social Investment: Coming of Age’ (October 2010)
European Foundation Centre - chair of speakers' panel on 'Community Philanthropy Marketplace'
at EFC 18th Annual General Assembly and Conference, 'New Challenges for Global Philanthropy,' Madrid (June 2007); speaker on ‘The Chief Executive and the Foundation Boards – Strategies for Success’ at ‘‘The Board’s Role in Crisis Management – Chief Executives Imperatives’, Milan (April 2008); chair of speakers’ panel on ‘Mission Connected Investing’ at EFC 19th Annual General Assembly and Conference, 'Fostering Creativity,' Istanbul (May 2008); speaker and co-facilitor at an 'invitation only' seminar, jointly organised with Rockefeller Philanthropy Advisors for Board members, CEOs and Investment Officers, ‘Connecting Values and Mission with Investments,’ Brussels (February 2009); chair/facilitator of pre-conference event on 'Life after the Community Philanthropy Initiative: What Next for European and Global Community Philanthropy Networks?' and moderator of session on 'Tackling Poverty and Exclusion Together: Can Community Foundations Rise to the Challenge?' at EFC 20th Annual General Assembly and Conference, 'Fighting Poverty - Creating Opportunities,' Rome (May 2009); moderator of session on 'Adrift in a Sea of Information: Finding the Right Management System' at EFC 22nd Annual General Assembly and Conference, Resources and Sustainability - the Oceans,' Cascais, Portugal (May 2011)
The European Research Network on Philanthropy (ERNOP) – speaker on ‘The Application of Learning & Research to the Practice of Philanthropy’ at 3rd ERNOP meeting, Budapest (February 2010)
European Venture
Philanthropy Association (EVPA) - speaker at 3rd (Madrid - October 2007) Annual European Conferences
Hanson Wade – speaker and panel leader on ‘Focus on Foundations and their Role in the Impact Investing Space’ at ‘Impact Investing Forum 2010’ (November 2010)
Issimo - speaker
at Benefactor User Group seminar: 'Impact & Outcomes - funders
learning from and about what they support' (July 2007)
Jordans
Charity Trustee Training Seminar - speaker on 'Essential Skills
for Charity Trustees' (January 2007)
King's Fund and Association of
Charitable Foundations - speaker on 'What enables or disables
funders to lead change in their organisations?' within seminar series
'Challenging Conversations for Funding Organisations (July 2007)
Luxembourg American Chamber of Commerce (AMCHAM) - speaker on 'Philanthropy Elsewhere' at conference on 'Seizing the Opportunity for Philanthropy in Luxembourg' (June 2009)
Luxembourg for Business – facilitator of seminar on ‘Advancing Biomedical Research: How Can Luxembourg Make a Difference?’ (February 2011)
Management Development Network - speaker at seminar on ‘Capacity Building: Added Value – a Funder Perspective (and a perspective on funders)’ (October 2009)
Mission,
Models, Money - speaker at seminars and meetings designed to help
arts and cultural organisations develop their financial and organisational
sustainability - based on the co-authored paper: 'New Financial Instruments:
Going Beyond Grants and Donations - enlarging the financial toolbox
(Seminars/meetings at the DCMS, April 2007; and in Newcastle, September
2007, September 2009 and April 2010; Nottingham, October 2007; Edinburgh, December 2007 and February
2008; and Manchester, February 2008) Download
the Report. Also at 'Funding Transition' seminars in Edinburgh and Newcastle (December 2009)
National Council
for Voluntary Organisations - speaker on ''From Asking to Earning
- exploiting the sector's entrepreneurial potential' at Annual Conference
(February 2007)
National Council
for Voluntary Organisations and On
Board - speaker, with Stephen Lloyd, Bates
Wells & Braithwaite and Stephen Sears, ECT,
on 'Enterprising Governance' at 'Governance that Works - Leadership
Making a Difference', Annual Trustee Conference (October 2007)
NESst (Non-Profit
Enterprise and Self-Sustainability Team) - speaker on 'Beyond Grants
- a spectrum of financing tools for social enterprises' at 'Looking
Forward, Looking Back: The Evolution of the Social Enterprise Sector'
Symposium, Budapest (November 2007)
Philanthropie Lu (Philanthropy, Foundations and Charity in Luxembourg) - speaker and panel facilitator at conference for trustees and chief executives of foundations from throughout Europe on ‘Responsible Leadership in Times of Change’ organised by the Banque de Luxembourg (October 2009) Download Programme
Primetimers - speaker on 'The changing face of trust and foundation funding' at
Network Seminar (November 2007)
PILnet – The Global Network for Public Interest Law (formerly the Public Interest Law Institute – PILI) - panel member and speaker on
‘Challenging Times: The Civil Society Perspective’ at Third Annual European Pro Bono Forum Budapest (November 2009)
Schroders Charities – speaker on ‘Mission Possible?’ at Schroders Charity Forum '2010: An Investment Odyssey' (November 2010)
Triodos Bank - speaker at seminar on Mission Related Investment for Dutch charities
at Zeist, the Netherlands (September 2007); also article 'Connecting
Investments to Mission; the Challenge for Foundations' for Triodos
news (Winter 2007) Download
the article
UBS
Philanthropy Services - Keynote
presentation: 'Inflection Point Strategies - Comparing Europe and
in the US'; Chair, plenary panel: 'What's Next for Philanthropy?'
at Philanthropy Round Table, Palo Alto, USA (April 2007). Chair, plenary
panel: 'Global Philanthropy - Racing up the S-Curve'; workshop panels
on 'Choosing Your Foundation CEO: a few pointers' and 'From Mission-Related
Investments to Liquid Social Capital Markets' at Philanthropy Forum,
'Intervening at the Inflection Point,' Sintra, Portugal (July 2007);
workshop panel member on ‘Endowment Management and Mission-Related Investment’ and on ‘Leverage and Greater Focus: Restructuring a Project Portfolio’ at European Philanthropy Forum ‘Building Change Communities’ Monaco (May 2008)
West Midlands Charitable Trusts Group - speaker on 'Reflections on current developments and trends in philanthropy' (October 2008)
SPEAKING
ENGAGEMENTS - CONFERENCES AND SEMINARS:
See Also
Downloadable Selection (those in bold print below)
at Articles &
Talks
2001 - 2006
A & B (Arts & Business) and the
Jerwood Charity - speaker on 'The Funding Environment' at conference
on 'Mission, Models and Money' (June 2004)
A
& B (Arts & Business) - speaker
on 'How to Apply to Trusts and Foundations' (December 2005)
Allavida - speaker
on 'Social investment and new mechanisms of community development finance:
global innovations and local opportunities', Nairobi; and on 'Theory
of Change: What is it? Why is it Important?' at residential workshop
on 'Foundations for Social Justice', Limuru, Kenya (May 2005)
Asia-Pacific
Centre for Philanthropy and Social Investment, Swinburne University
of Technology, Melbourne - The 2003 Heloise Waislitz Fellow, lectures
in Melbourne and Sydney on 'How Trusts and Foundations Can Be More
Than Grantmakers'; also seminars on, 'Outcomes and Impact' and 'Social
Investment & Programme Related Investment' (October 2003)
Association of Charitable
Foundations - speaker at 'Making Funding accessible to Black and
Minority Ethnic Groups' conference (March 2002); speaker on 'Outcomes
and the Investor Approach' at seminar (October 2002); speaker on 'Better
Giving in a Changing World - Setting the National Scene' and 'Venture
Philanthropy - a New Concept or an Old Idea Re-wrapped?' at National
Conference (April 2003)
BASSAC (now Locality) - speaker on 'What Does the Future Hold?' at Board/Staff Residential
(July 2006)
BBC - speaker on 'Silent Significant Revolution - Charities On The March'
at Corporate Social Responsibility Seminar with Children in Need and
the World Service Trust, 'Living Public Impact : Making A Difference
Through Effective & Strategic Programmes' (April 2005)
Bearhunt - speaker on 'Outcomes Funding - what is it and what are
the consequences?' at conference on The Big Lottery Fund (July 2004)
Bertelsmann and Rockefeller Foundations - The Philanthropy Workshop
- speaker on 'Donor Grantee relations: lessons from the field' Berlin
(January 2004)
Big Lottery
Fund - co-presenter at staff seminar on 'The Grant-Making Tango:
Issues for Funders' (November 2004);speaker at Board 'away-day' on 'Different Approaches to Grant-making'
(November 2005)
Charity Accountants Conference - speaker on 'Financing the Voluntary
and Community Sector - Future Prospects and Possibilities' (September
2005)
Council for Advancement and Support
of Education (CASE) – speaker on ‘Why Do Trusts and Foundations
Keep rejecting My Applications?’ at conference for university
development officers and fund-raisers at Heriot-Watt University (September
2001)
CFDG
(Charity Finance Directors' Group) - speaker on 'Social Investment
- a Charitable Activity?' at 10th Annual CFDG Conference (May 2001)
Church Urban Fund - speaker at trustees' special meeting on 'The Current "World"
of Trusts and Foundations' (May 2003)
Citizens Advice - speaker on 'Promoting Value - Demonstrating Success' at national
conference (September 2003)
Community
Development Finance Association - speaker on 'Investment by Charities
in CDFIs - Programme Related Investment' at national conference on
'Risk + Reward + Values' (June 2002)
Community
Foundation Network - speaker on 'Outcomes Funding' at Chair's
event (December 2002); and at sessions on 'Outcomes Funding' and on
'Social Investment' at national 'Making Waves' conference (September
2003)
Community Fund (North East & North West Regions) - speaker at
a conference and seminars on 'Outcomes and The Investor Approach'
(September and November 2002)
Coutts
Bank Philanthropy Services - speaker on 'Beyond
Giving' at seminar on 'Increasing Effectiveness' (February 2006)
Cumbria Funders Forum/Cumbria Voluntary Sector Training Conference
- speaker at conference on 'Outcomes Funding and the Investor Approach' (March 2003)
Directory of Social Change/Association of Charitable Foundations -
speaker on 'Who is Doing What? Making Sense of the Buzz-words' at
The New Grant-Making conference at Charity Fair (April 2003)
European Foundation Centre - speaker on 'New Philanthropy: the "Real Thing" or "The
Emperor's New Clothes"?' at the 5th EFC Summer Academy on Philanthropy: 'Managing
Change in Foundations: Strategic Shifts in a Complex Environment,' Vigo (September 2006); co-leader Philanthropy Institute Programme
Roundtable 'Increasing
Impact and Leverage Through Social Investment,' Brussels (December
2006)
European Venture
Philanthropy Association (EVPA) - speaker at 2nd (Paris - September
2006 ) Annual European Conference
Foundation for Good Governance
(in association with Governance Works) - speaker on 'Board Membership
with Purpose and Fun' at Participation in Governance conference (September
2004)
Futurebuilders
England - speaker at staff 'away day' (June 2004); panel chair at Learning Conference (October 2005)
Goldman Sachs Asset Management - speaker on 'The World beyond Fundraising
and Investment Returns' at 'Bridging the Gap' seminar for charities,
foundations and endowments (September 2004)
Guardian Charity Investment Conference – speaker
on ‘Programme Related Investment – should charities invest
in the community as well as in the market?’ at conference on
‘Managing Risk in Volatile Times’ (October 2002)
Institute
for Philanthropy - speaker on 'Issues in Foundation Governance
- Building a Learning Culture' at The Philanthropy Workshop (June
2006)
Institute
of Fundraising - speaker at London Region Fundraising Masterclass
(April 2003); speaker on 'Getting it Right First Time: why get Rejected
and Dejected?' at SE Region (December 2004); speaker on 'Crystal Ball Gazing: trends in funding'
at National Convention (July 2005)
Issimo - speaker
at Benefactor User Group seminar: 'Trusts: Resistant to Risk?' (January
2002)
Jordans
Charity Trustee Training Seminar - speaker on 'Essential Skills
for Charity Trustees' (June 2006); chair of 'Charity
Finance and Investment Conference' (November 2006)
London Benchmarking
Group - speaker on 'Trends in Measurement - Outcomes and Impact'
at Plenary Meeting (February 2004)
London Funders - speaker on 'Issues, trends and new policy directions in the external
environment which will or should impact on the work of the various
funders' at Executive Group Away-Day (June 2006)
Lottery Monitor - speaker on 'Outcomes and the Investor Approach' at Lottery Monitor
conference (July 2003)
National Council
for Voluntary Organisations - speaker on 'The Measurement of Impact
and Outcomes in the Voluntary Sector' at Measuring Impact conference
(November 2002)
National Council
for Voluntary Organisations and On
Board - speaker on 'Leading from the Top: Effective Chairing'
and, with Linda
Laurance, on 'The Board as One: Achieving agreement, resolving
conflict and building relationships' at Annual Trustee Conference
(November 2006)
NCVO
Sustainable Funding Project - speaker on 'What's Important on
the Funding Horizon?' and 'Outcome Funding - Investing for Impact
and Measuring Success' at 'On A Clear Day' national conference (March
2003) and on 'Social Investment - Friend or Foe?' at national conference
(March 2004)
National Foundation
for Youth Music - speaker on 'Identifying Outcomes - Making And
Demonstrating Lasting Change' at Youth Music Action Zone (YMAZ) and
Music Leader Conference, 'Visibility and Sustainability' at Dartington
Hall (July 2005)
Northern Ireland Funders' Forum - speaker at 'Fit For the Future'
conference, Derry (November 2004)
School for Social
Entrepreneurs - speaker at seminar on 'Investments with Social
Returns' (April 2002)
Scotland
Funders' Forum - speaker on 'The Investor Model' (December 2005)
Scottish Grant Making Trusts Group - speaker at seminar on 'Current
Issues in Grant Making' (February 2002)
Skoll
World Forum for Social Entrepreneurship, Said Business School, Oxford - speaker on 'The 21st Century Foundation - if I went back to
the drawing board' in session on 'Leading Efforts to Expand the Spectrum
of Social Investing' (March 2006)
Task Force on Resourcing the Voluntary and Community Sector for Northern
Ireland - speaker on 'Social Investment in the Context of the Future
of Voluntary Action' at Social Investment Conference, Belfast (April
2004)
Third
Sector Foresight Seminar - speaker on 'Blended Value and Social
Investment: New Ways of Thinking about Voluntary & Community Sector
Funding' (April 2006)
Treehouse Trust (now renamed Ambitious about Autism) - speaker on 'Charities & TreeHouse: challenges for today &
tomorrow' at Trustee Board 'Away Day' (June 2006)
UBS
Optimus Foundation - speaker on 'Fund Raising & Beyond - How
to Generate Income' at BEST prACTices Symposium, Wolfsberg, Switzerland
(November 2006)
UBS
Philanthropy Services - Keynote presentation: 'How Can Philanthropy
Be Leveraged to Address Global Challenges?'; Plenary panel: 'The
Promise of Strategic Philanthropy'; Workshop panel: 'Arts & Culture';
Working Group co-facilitator: 'Philanthropy-Where are we Headed?'
UBS Philanthropy Forum, Wolfsberg, Switzerland (April 2005)
UK Youth - speaker
at AGM (November 2002)
Unison
Welfare (with On
Board) - speaker at trustee and staff seminar on
Risk Management (November 2006)
University of Cambridge, Judge Institute of Management, MSt Community
Enterprise - lecture on 'Can Charitable Funds and Community Enterprise
Be Mixed?' and co-presenter of seminar on 'Social Finance and Investment'
(April 2002 and July 2003)
Wales Funders Forum - speaker on 'Outcomes Funding: What is it and
what are the consequences?' at Annual Conference: 'A Voice for Funders'
(October 2003)
WINGS (Worldwide
Initiatives for Grantmaker Support) - speaker on 'Big Bad Cities
- Why is it Proving so Difficult to Start Community Foundations in
the Capitals?' at the European Foundation Centre's 15th Annual General
Assembly & Conference, Athens (June 2004)
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David
Carrington - 19 Chelsea Park Gardens, London SW3 6AF
Tel +44 (0)20 7351 0670