Rathbones Charity Expert Series

Building financial resilience in uncertain times - strategies for sustainable charity finance

With economic uncertainty, inflationary pressures, and increasing demand on services, financial resilience has never been more critical for charities. This webinar explores practical strategies to strengthen reserves, diversify income, manage risk, and plan for long-term sustainability - balancing mission delivery with financial prudence.

What we cover:

  • Strengthening reserves and liquidity planning
  • Managing restricted vs unrestricted funding
  • Strategic scenario planning and risk management
  • Building financial literacy across boards and senior teams
  • Adapting to funding volatility and cost-of-living impacts

 

Host Fiona Gillespie is joined by Clive MacTavish, CFO of British Red Cross, who shares his expertise managing finances within a complex charity environment. As well as Liz Pepler, founder of Embrace Finance and co-founder of the Small Charity Friendly Collective, who brings extensive experience in upskilling charity finance leaders and trustees. Her practical insights into budgeting, reserves management, and sustainability are especially valuable in the current climate.