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Stewarding corporate partners and relationships with third-party agencies can be a legal minefield. Contracts, due diligence and brand usage, among other things, can put corporate fundraisers and the charities they work for at risk of falling foul of the law. This breakfast seminar will offer advice and key takeaways on how to avoid some of the pitfalls, with insight from corporate fundraisers from a range of charities, as well as legal expertise and regulatory guidance.This event is designed to provide space for charities to debate with other charities. As a result, there are no corporate spaces available and we will withdraw places booked by non-charity delegates. We will issue a refund minus an administration fee of 15%.
25 September 2019
9.00AM - 9.20AMEvent opensCoffee and informal networking
9.20AM - 9.30AMChair's welcomeStephen Cotterill, editor, Fundraising Magazine
9.30AM - 10.00AMCharity Commission - new guidance explained
In March this year, the Charity Commission published new guidance on the legal issues around corporate partnerships and dealing with third-party agencies and suppliers. Deputy of guidance and practice at the Charity Commission will offer insight into the thinking behind the new guidance, the investigations that have informed these guidelines and the key takeaways for fundraisers.
Nick Mott, deputy of guidance and practice, Charity Commission
10.00AM - 10.30AMLegal responsibilities for fundraisers
In light of recent investigations by the Charity Commission and the Fundraising Regulator, to what extent should fundraising directors and trustees be aware of the legal issues involved in third-party contracts with fundraising agencies? What should these contracts involve, what level of granular detail should trustees know about? Natalie Barbosa, Senior Associate for Anthony Collins Solicitors will pull on her years of experience working with charities to help answer these questions.
Natalie Barbosa, Senior Associate for Anthony Collins Solicitors LLP
10.30AM - 11.00AMNetworking and refreshment breakA chance to network and share ideas with your fellow attendees
11.00AM - 11.30AMPanel discussion: the pitfalls and benefits of corporate partner stewardship
Panel discussion and Q&A on legal issues around fundraising - Natalie and three partnership fundraisers from a range of charities will look at examples across the sector and respond to questions from the delegates. Each panellist brings their own unique experience to the table and can offer some advice on the pitfalls and benefits of corporate partner stewardship.
Natalie Barbosa, Senior Associate for Anthony Collins Solicitors LLP
Richard Amos, head of corporate partnerships at Mind
Andy King, partnerships manager at Rays of Sunshine
Katherine Woods, Corporate partnerships manager, Action for Children
Andy is the Corporate Partnerships Manager of Rays of Sunshine and chair of trustees of Raising Futures Kenya, having just come from East African Playgrounds as their corporate and events team lead. The Best Fundraising Newcomer at last year's National Fundraising Awards and one of 2018’s 25 ‘under 35’, he started work as an events fundraiser and quickly learned to follow participants on their journey to regular givers, corporate champions and more.
Previously, she was Senior Partnership Development Manager at Great Ormond Street Hospital Children’s Charity Katherine has been at GOSH Charity for less than three years but has already twice been shortlisted for the charity’s Fundraiser of the Year award, and won the Extraordinary Everyday award in 2016/17. In the most recent financial year, she generated corporate income of nearly £900,000 from eight new partners, including the Morrisons Foundation, exceeding her target by nearly 50 per cent. Woods embraces new ideas and was instrumental in supporting new partner Smyths Toys Superstores to raise over £135,000. Her stewardship of this relationship has been so effective that a new campaign will soon be unveiled for Christmas 2018.
At Mind Richard is building new corporate partnerships which achieve mutual strategic goals - supporting Mind to achieve its mission of ensuring no one has to face a mental health problem alone. Prior to that he led development of many new strategic corporate partnerships for Diabetes UK with leading pharmaceuticals such as Novo Nordisk and Janssen-Cilag as well as Bupa and other brands. At Alzheimer's Society he led the new business team to help secure corporate partnerships worth over £1.5 million with:Santander, Nestlé, Thales, Bingo Association, Bunzl Plc, Dulux Decorator Centres and TheRoyal Mail Group
Natalie provides advice to charities and health and social care organisations, with a particular focus on fundraising regulation code and wider advice, commercial/contractual partnerships and charity law and governance. She was previously in-house legal counsel for Barnardo’s providing advice and support on the whole range of legal matters.
"Very inspiring speakers."
Leoni Padilla, Sue Ryder
"Excellent choice of speakers, great mix of attendees. Very timely subject matter."
Gemma Leary, Friends of the Elderly
"Inspiring! A really great mix of experience from the sector."
James Togut, RNIB
"Really inspiring speakers, lots of enthusiasm and energy early in the morning."
Emily Pond, Breast Cancer Now
"Really enjoyed the learning, a very interesting and diverse group of attendees."
Russell Winch, Zoological Society of London
"Fantastic, engaging and accessible speakers."
Emma Watts, Citizenship Foundation
"Really interesting thoughts on social media, especially in thinking outside of the box in terms of channels."
Liz Burns, Vitalise
"Excellent debate, pitch, tone, timing and engagement. Brilliant topic as well."
Stuart Davie, Paintings in Hospitals
"Great speakers and a very worthwhile conversation."
Mark Wilson, Leukaemia & Lymphoma Research
"Really insightful and enjoyable session, thanks to the content of both presenters."
Sayara Muthuveloe, Urology Foundation
Dhivya O’Connor, The Prince’s Teaching Institute
"Great speakers, candid and honest."
Thomas Walshaw, Paintings in Hospitals
"Both great speakers with lots of experience and lots of examples."
Sonya Trivedy, Terrence Higgins Trust
"Really thought-provoking seminar with tangible ideas that I can take back to my charity."
Adam Overlander-Kaye, Movement for Reform Judaism
"An inspiring session, going back full of ideas and energised."
Catherine Bosworth, Stonewall
Early bird by 16 August
Standard fee (after 16 August)
*All prices exc VAT This event is designed to provide space for charities to debate with other charities. As a result, there are no corporate spaces available and we will withdraw places booked by non-charity delegates. We will issue a refund minus an administration fee of 15%