Charity Finance Summit 2024

10 October 2024

The leading conference for charity finance professionals

We are delighted to announce the return of the 17th annual Charity Finance Summit.

The programme has been developed in response to feedback and insight from sector experts and will deliver the most up-to-date developments in key topic areas of VAT, tax, investment, risk and strategy, alongside networking opportunities.

In 2024, the Charity Finance Summit will take place at 155 Bishopsgate, London. Always a sell-out event, we encourage you to book your place as soon as possible to avoid disappointment, and we look forward to seeing you on the day. 

Testimonials from 2023

As always Charity Finance lived up to its reputation as an informative, valuable and interesting overall event – Richard Williams, Honorary Treasurers Forum

 

Excellent, I like to come every year. It is the one charity finance event I put in my calendar – Tom Owen, Chester Zoo

 

Great chance to be out of the day to day, think about good practice, think about issues and opportunities and realise that in most of the challenges I face, I am not alone!! – Sarah Noak, Street Child

The optimal one-day opportunity to hit CPD learning requirements; learn about current themes affecting the sector and network with like-minded peers – David Suckling, FareShare SW

This has proven to be quite invaluable as I have come away with some knowledge that will really benefit my charity – Jacqui Hicklin, Roses Theatre Trust

The day ran smoothly and was very informative – Lisa Byrne, Community Housing Cymru

An informative and well-run event. Lots of insights on the latest updates in charity finance – Sarah Glasspool, Surrey Wildlife Trust

The optimal one-day opportunity to hit CPD learning requirements; learn about current themes affecting the sector and network with like-minded peers – David Suckling, FareShare SW

Brilliant event. I look forward to this on a yearly basis to get the insight developing news and legislative changes to the Charity Sector. All the information in one place. So helpful and very informative – BWW Mind

Hugely enjoyable with some stimulating breakout sessions – Kevin Gunton, Julian Support Limited

Great speakers; right balance of talks and breaks; a good selection of exhibitors, excellent refreshments and met some brilliant colleagues/people in the sector! – Quakers

Really helpful, providing useful insights and takeaways – Marlini Finney, St Elizabeth Hospice

 

Really informative and a great opportunity to meet some my sector peers. I have come away armed with some invaluable content to help my charity - Jacqui Hicklin, Roses Theatre Trust

 

Always really useful with information highlighting upcoming key areas along with thought provoking topics – Caroline Williams, Lhasa Limited

​​​​​​​The three key streams feeding to the conference were well thought through.  The AI theme gave us a lot to ponder about as an organisation – Temidayo Ajakaiye, ABF The Soldiers Charity

 

As usual the charity finance summit was an excellent place to get updates about taxation technical developments and investment opportunities – Judith Shepherd, FSRH

​​​​​​​Excellent event with topical content from industry experts – Jeremy Godfrey, Milton Keynes Parks Trust

Fantastic event, well organised as usual, and very informative and educative – Boston Mwense, Blesma

​​​​​​​Very well organised, with an excellent venue and wide range of exhibitors – Mike Wiffen, Barnet Mencap

​​​​​​​The conference allows attendees access to high quality, professional information and networking opportunities that address key financial topics – Dariel Burdass, The Physiological Society

​​​​​​​Brilliant Conference will definitely attend in future – RABI

Good to get an update on current emerging events in the Charity world – Hestia Housing and Support

​​​​​​​A very high-quality Charity Finance event – Priya Pillalamarri, One School Global UK

Great opportunity to catch up on current issues and network with other finance professionals in the sector – Rob Jesson, Fairways

Sponsors

Investment sponsors:

 

Barclays-resized.png   Cazenove_Logo_Prussian-Blue_CMYK.jpg   Evelyn Partners 2022

 

LGIM_RGB_Black_4_colour.jpg      

 

RBCBrewinDolphin_R_rgbPE.png

        

       Rathbones_Lockup_Blue_RGB---2023-use--resized.jpg

VAT & Tax sponsors:

BDO_Logo_72dpi_100px.jpg

    

 

 

haysmacintyre logo Jan 2019 - purple.png

 

      

                              


Strategy & Risk sponsors

     

AccountsIQ.png

       

       

CAF 2022.JPG         Ebury what borders_med_flat (1).png

 

M-hance---resized-for-website.png
        sage.png   Xledger.png
VWV-Logo-CMYK.jpg

 

 

                          

 

 

 

Event partner

 

AccountsIQ.png

 

Prices

Great ways to save!

  1. Be a Charity Finance subscriber: subscribers save an extra £50 off the charity early-bird rate. Subscribe today. 
  2. Small charities: Charities with an annual income of less than £250,000 can save up to £100.00 off the ticket price
  3. Be an early bird! Book your place by 6 September to save £50.00 off the ticket price.
  4. Attend with your team! Ensure your whole team benefits from a great day's learning. With the Charity Team Ticket you can send up to four people for less than £170 each, saving your charity 40% on the booking fee. 
     
  Early bird
(booking made by 6 September)
Booking after 6
September
1. Charity Finance subscriber rate 249 299
2. Charity rate  269 319
3. Team ticket (4 places) *  669 789
4. Small charity rate (income under <250k) £199 £199


All prices exclude VAT.

*Limited quantity available due to restrictions in numbers at the event. Places available on first come serve, first serve.  

Exhibitors

With thanks to our exhibitors
AccountsIQ.png   aon_logo_signature_red_rgb.jpg  

Asset Risk Consultants

Baillie-Gifford---2023-logo-resized.jpg   Barclays-resized.png  

 

BDO_Logo_72dpi_100px.jpg

 

Buzzacott_Logo_RGB_Cyan - Cyan_Extra Large.png   CAF 2022.JPG

 

  Cazenove_Logo_Prussian-Blue_CMYK.jpg

 

Ebury what borders_med_flat (1).png

 

 

 

Epworth 2024

 

    Evelyn Partners 2022                  

 

haysmacintyre logo Jan 2019 - purple.png

 

     iplicit-512.png     LGIM_RGB_Black_4_colour.jpg

 

LGT_WM_Logo_rgb.jpg

 

       

 

liontrust-identity-vector-Courage-Power-Pride-On-White.png

 

      

 

Mercer-rgb-blue.png

 

M-hance---resized-for-website.png

 

  Newton.png

 

  PITCH LOGO.PNG

 

Rathbones_Lockup_Blue_RGB---2023-use--resized.jpg

 

  RBCBrewinDolphin_logo.png

 

  ruffer_logo_transparent_400px.png 1
sage.png

 

  Sarasin & Partners 2021

 

  Unit4_Logo_RGB_Tagline_Digital.jpg

 

UTB logo_JPG.jpg

 

    VWV-Logo-RGB.jpg 1

 

  Waverton_IM_pos_rgb.jpg

 

Xledger.png

 

 

 

 

 

 

 

 

   

 

Venue

155 Bishopsgate
London
EC2M 3TQ

Contact

For sponsorship and exhibition queries contact Yvette Micallef

For speaker queries contact our event team

For registration queries contact Carys Pugh

For media partnerships and marketing queries contact Kirsty Brown