Events and insights for charities

Here we've collated our thought leadership, news and views affecting charities. If you'd like to receive our e-newsletter, Charity Matters, please subscribe below.

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Stay informed, connected and forward-looking

We believe that access to expert thinking, peer insights and timely guidance is a vital part of any charity’s investment relationship, especially in a changing environment. Our dedicated programme of events and publications is designed to support trustees beyond the day-to-day, helping you stay informed, connected and forward-looking.

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Charity Expert Series

Join us for the Charity Expert Series, where some of the UK’s leading voices in the sector share insights on a range of topics from the changing face of legacy giving, strategies for sustainable charity finance, to the evolving approaches to impact reporting. 

Watch the webinar on demand now

Webinar: The changing face of legacy giving

Gain valuable insights from industry leaders to strengthen your own legacy programme.
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Watch the webinar on demand now

Webinar: Strategies for sustainable charity finance

This webinar explores practical strategies to strengthen reserves, diversify income, manage risk, and plan for long-term sustainability - balancing mission delivery with financial prudence.
Watch
Watch the webinar on demand now

Webinar: Evolving approaches to impact reporting

As expectations grow around transparency and effectiveness, more charities are under pressure to demonstrate the impact of their work — not just to funders and stakeholders, but to communities and society at large.
Watch

Where you’ll find us next

Join us on the road as we connect, collaborate, and champion causes at key industry events.

We’ll be exhibiting at a range of third-party conferences, expos, and gatherings across the sector. Whether you're attending to learn, network, or explore new partnerships, we’d love to meet you there. 

16 October

Charity Finance Summit, London

Join our session where James Ayre, Head of Investments, Charities, will be presenting on Strategic investment for enduring impact: Rethinking long-term portfolios.
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20 November

Rathbones Responsible Investment Summit, London

The Rathbones Responsible Investment Summit brings together clients, partners, and industry leaders to explore the evolving landscape of responsible investment.
Find out more
1 December 1 December -

Charity Investment Forum, 1 December, London

Join our workshops as Andrew Pitt and Laura Hobbs unpack CC14 guidance and explore structuring portfolios for financial resilience and mission-aligned impact.
Find out more

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If you would like to receive our e-newsletter, Charity Matter, with thought leadership and the latest news articles, you can subscribe here.

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