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)

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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)

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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