• Conference Programme

    Programme: At A Glance

    Monday

    1130 Registration opens
    Saltire Centre

    1200 Lunch
    Saltire Centre

    1235 Welcome at lunch

    1250 Big Conversations Intro
    James Hilder

    1300 Big Conversations
    W010A/B, The Lantern, Hamish Wood Reception

    1430 Grab ‘n’ Go Refreshments

    1500 Brave Insights
    Conference Hall

    1600 Donor Story
    Caroline A M Thomson

    1630 Spotlight on UKCF
    Fabian French

    1655 Closing Remarks
    Sally Magnusson

    1700 Day 1 concludes

    Tuesday

    0815 Registration opens
    Saltire Centre

    0900 Chair’s Opening Remarks
    Sally Magnusson
    Conference Hall

    0905 Fun@Work
    Alice Beveridge, Tree of Knowledge

    0945 Workshop Sessions 1
    See full programme

    1050 Refreshments
    Saltire Centre

    1125 Workshop Sessions 2
    See full programme

    1230 Staying ahead in a changing civil society landscape
    Sara Llewellin, Barrow Cadbury
    Conference Hall

    1310 Lunch
    Saltire Centre

    1405 Project Visits
    See full programme
    Coaches depart from GCU

    1700 Day 2 concludes

    Wednesday

    0840 Registration opens
    Saltire Centre

    0925 Chair’s Opening Remarks
    Sally Magnusson
    Conference Hall

    0930 The Potential of Local Philanthropy
    Danny Kruger, DDCMS

    1005 Workshop Sessions 3
    See full programme

    1110 Refreshments
    Saltire Centre

    1145 A New Era for CFs
    Deborah Ellwood, CF Leads
    Conference Hall

    1230 Beneficiary Story

    1250 Closing Remarks

    1310 Lunch
    Saltire Centre

    1400 Conference concludes

    Conference at a glance cartoon

    Monday 9 September

    1130 Registration opens
    Saltire Centre, Glasgow Caledonian University

    1200 Buffet lunch
    Saltire Centre

    1235 Welcome and Introductions over lunch

    1250 Big Conversations Intro
    James Hilder, Foundation Scotland

    1300 Big Conversations
    Facilitated by James Hilder, Sally Robertson and Anne Houston
    James, Sally and Anne will facilitate numerous small conversations as part of the BIG conversations on external challenges that are important to community foundations right now. Bring your strengths, weaknesses, matters of concern, ideas; be ready to have your say or simply bring a listening ear to the table – you might have the answers your CF colleagues are looking for, just as they could bring fresh insight on what’s on your agenda today.
    W010A/B, The Lantern, Hamish Wood Reception

    1430 Grab ‘n’ Go Refreshments
    Grab a drink and head into the main conference hall to find out what went on in the other Big Conversations.

    1500 Brave Insights
    Learn through this feedback session just what the Big Conversations are – which burning issues came up in the previous sessions, how were they resolved and what does the future look like.
    Conference Hall

    1625 Donor Story
    Caroline A M Thomson, Donor/Philanthropist
    Caroline is a second generation donor/philanthropist, managing a family fund with Foundation Scotland. Her story will remind us all of the importance of turning philanthropic ideas into reality and how critical CFs are in supporting donors’ visions and empowering donors to pass on the baton from one generation to the next.

    1630 Spotlight on UKCF
    Fabian French, Chief Executive, UK Community Foundations
    Fabian will draw Day One to a close with a ‘state of the nation’ address on what UKCF has achieved in the last 24 months since the last conference in Cardiff.

    1655 Closing Remarks
    Sally Magnusson

    1700 Day 1 concludes

    Dinner under the arches cartoon

    1900 – 2300
    Dinner with a Difference
    How do you combine a great Glasgow welcome, extraordinary food, and a subterranean ceilidh? Join us in a tunnel under Central Station and find out!
    Argyle Street Arches

    Tuesday 10 September

    0815 Registration opens
    Saltire Centre

    0900 Chair’s Opening Remarks
    Sally Magnusson
    Conference Chair, Sally Magnusson will open Day 2 with a reminder of the first day’s highlights and a promise of more to come.
    Conference Hall

    0905 Fun@Work
    Alice Beveridge, Tree of Knowledge
    Fun at work is about more than having a jolly with your colleagues – it’s also about psychological health and wellbeing. Alice will introduce you to the theory of ‘Flow’ and help you develop an understanding of how your responses to stress, apathy and boredom impact you, your colleagues and your organisation. You will leave feeling empowered to create a positive and creative working culture.

    Workshop Key:

    • C Community Leadership
    • P Philanthropy
    • G Grant Making
    • T Governance
    • D Digital and Data

    0945 Workshop Sessions 1
    Choose 1.

    1A

    The world is changing fast – might history reveal the future?
    The peace and prosperity of the post-Cold War era has been kind to investors. But the multi-trillion dollar question is: ‘what happens next?’. Big shifts in the global political economy suggest major change is afoot, and not necessarily to the advantage of investors. This workshop will be a high-level overview of the trends that have shaped the world as we know it, and the changes that we think could be significant in the future.
    Presenters: Duncan MacInnes and Jenny Renton, Investment Directors, Ruffer

    1B

    Exploring ethical issues around donors and donations, and how best to resolve them. The panel discussion will consider current concerns such as opioids, gambling and fossil fuels.
    Presenters: Jan Garrill, CEO, Two Ridings CF and Trustee, UKCF; John Nickson, Trustee, UKCF; Arthur Roberts, Trustee, UKCF and Chai, Lancashire & Merseyside CF; Kate Markey, CEO, London CF

    1C

    An idiot’s guide to sustainable development goals
    Martha knew nothing about Sustainable Development Goals until she was persuaded to go to Berlin for a UN conference where she learned the acronym and much, much more. This workshop explores why SDGs are relevant to CFs and their places, and how you are (maybe accidentally) saving the world. You’ll hear from a range of CFs already engaged with SDGs and debate their importance to the network going forward.
    Presenter: Martha Wilkinson, CEO, Devon CF

    1D

    From a catchy hashtag to an international movement
    As a network of community leaders and conveners, Community Foundations often talk about the importance of movement-building and involving the people and organisations making a difference on the ground. But are there practical ways to make this happen? Hear from the Global Fund for Community Foundations about how what started as the hashtag for the Global Summit on Community Philanthropy led to an international movement, a community philanthropy organization in Zambia making their own #ShiftThePower music video – and everything in between. And consider whether there are lessons for the Community Foundations in the UK.Presenter: Wendy Richardson, Global Fund for Community Foundations

    1E

    The social investment exploration programme set out to generate better understanding of different models used across the network. It supported conversations about practice, drawing the learning together, and using CFs already or considering making small social loans as a peer cohort. This workshop will share this learning, looking at the unique position that CFs could occupy in the social investment landscape and whether there is a gap in the current market that they are well-placed to fill.
    Presenters: Steve Clare, UKCF Associate; Justin Sargent, CEO, Somerset CF; Chris Holloway, Head of Resilient Scotland

    1F

    As more reports are released on good grant making principles and practice*, we want to explore what this means for the unique CF model. As more traditional foundations question their ways of operating, we want to consider how we can best support community groups in these precarious and challenging times. This workshop is an opportunity to explore what principles and practices may suit CFs and to see if we could agree some grant-making principles as a network. What would they look like? What are the approaches that define us, that enable us to best support our communities, and challenge us to have the greatest impact?
    Presenters: Kelly Rust, London CF; Sam Caldwell, Leeds CF

    *These include the Institute of Voluntary Action Research’s ‘Duty to Care report’, Esmee Fairbairn’s ‘Insights on Core Funding’ and Lloyds TBS Foundation’s ‘5 Years of Funder Plus, 5 Things We’ve Learned’.

    1G

    Lessons learnt from the GeNErosity Festival
    Last November the CF for Tyne & Wear and Northumberland took 900 years of philanthropy and 46 local charities and rolled it up into a three-week festival. But why, and was it worth the time and investment? This session will unpick the history, planning and legacy of the GeNErosity Festival. With Professor Charles Harvey delivering part of his illuminating lecture from the launch event, you’ll learn how a region was shaped by philanthropy and hear the reasons why you should – and shouldn’t – do something similar.
    Presenters: Sandra King, Chief Philanthropy Officer, CF Tyne & Wear and Northumberland; Prof Charles Harvey, Prof of Business History & Management, Newcastle University; Adam Lopardo, Director of External Relations, CFTW&N; Ali Walker, Philanthropy Officer, CFTW&N

    1H

    How digitally enabled is your CF? Do you feel confident that you’re making best use of the tools and platforms that could save you time and resources? Are you using something that others could benefit from knowing about? Oxfordshire CF is often seen as a digital pioneer, being first in the network to embrace the potential of tools including 360 Giving, The Good Exchange, Breathe HR and Local Insights. This workshop will explore how CFs can realise the benefits that digital can bring.
    Presenters: Jayne Woodley, CEO, Oxford CF

    1J

    Understanding major donor typology
    In 2013 Foundation Scotland produced an overview of eight philanthropist types based on its client base, and the different approaches needed to make the most of these relationships. Philanthropology™ seeks to better understand donor motivation and needs; create a shared understanding of donor types; provide appropriate philanthropy advice and support; and identify ripe points for converting prospects to clients and deepen and extend existing clients’ relationships
    The next challenge is working with the ‘Next Generation’ type. This workshop will further explore and discuss this particular typology.
    Presenter: Charmaine Ferris, Head of Philanthropy, Foundation Scotland

    1K

    Producing meaningful impact reports is an important skill for accountability back to donors, to drive fundraising results and to tell your story to a wider audience. Assessing the quality of reports submitted by the recipients of grants is crucial to making decisions about whether to renew funding and help determine if funds are being used efficiently and effectively. This workshop will explore both how to write and assess impact reports for donors.
    Presenter: Dr Damian Hatton, Managing Director, InFocus

    1050 Refreshments
    Saltire Centre

    Workshop Key:

    • C Community Leadership
    • P Philanthropy
    • G Grant Making
    • T Governance
    • D Digital and Data

    1125 Workshop Sessions 2
    Choose 1.

    2A

    A practical guide to CC14
    An interactive session with Andrew Pitt and Gareth Pearl, this session provides a practical commentary on the main aspects of CC14 for trustees to think about as they consider their investments. The session will look at Trustee responsibilities – the legal requirements and duties; Charity’s investment objectives – how to set them; Investment policy statements – what to include.
    Presenters: Andrew Pitt, Head of Charities London, Rathbones; Gareth Pearl, Investment Manager, Rathbones

    2B

    What does place-based mean in the current environment? Isn’t this what CFs have always been doing? This workshop will explore what’s happening in place-based giving across the UK based on government research, looking at CFs and many other organisations. It will also look to the future and explore a potential next chapter for CFs, including the Growing Place Based Giving Programme in Two Ridings?
    Presenters: Dr Cat Walker, Director, The Researchery; Jan Garrill, Two Ridings CF

    2C

    What’s needed to navigate uncertain times?
    This workshop is an opportunity to explore what leadership means in the context of CFs, particularly for those interested in upcoming programmes and learning activities. Those who took part in the first CF Leadership Programme will share their experiences, learning, and the changes that have resulted from their work. There will also be an overview of the programme including key ideas used throughout..
    Presenters: Lesley Cramman, Founder & Director, WiT Partnership; Rebekah Goddard, Head of Learning, UKCF

    2D

    Partnership comes in all shapes and sizes, from close collaboration with neighbouring CFs to working with public institutions with significantly larger budgets but less room to manoeuvre. This session will look at a range of recent partnerships and encourage a discussion with colleagues from around the network on areas such as influence and advocacy, leveraging funds, developing more creative programmes and investing for the longer term.
    Presenters: Kate Hainsworth, CEO, Leeds CF; Kirsty McKinnon, Head of Relationships, Leeds CF; Katharine Greathead, Head of Evaluation and impact, Leeds CF

    2E

    to unlock the next level of philanthropy
    In 2017-18, an in-depth consultation of donors to Sussex CF looked at why they chose to give and what might encourage them to give more. They characterised donor motivation into three groups – Stewardship – looking after their money well and due diligence on recipient charities; Inspire and Engage – build on feedback loop to connect with and learn more about need in local communities; Champions of impact – experienced and networked donors willing to consider giving substantially to making a lasting difference to their community or cause. This interactive workshop explores how the CF used this insight to refine its donor services and develop ways to attract donors who want to change the world.
    Presenters: Rodney Buse, Trustee, Sussex CF; Diana Garnham, Trustee, Sussex CF

    2F

    A radical social justice giving and leadership development tool
    A couple of years ago, the CF for Northern Ireland heard about a small foundation in the US that was gathering cross-society groups of rich and poor, black and white, to pool funding and decide which causes to support. Those short-term giving circles led to radically vulnerable conversations, significant sums raised, and grants to organisations that weren’t the ‘usual suspects’. They forged new, meaningful relationships that were the bedrock of the foundation’s new growth. And the CF thought – could we do something like that in Northern Ireland? Come along and find out if they succeeded.
    Presenters: Andrew McCracken, CEO, CF Northern Ireland; Tim Magowan, Consultant and CEO, Corrymeela Community

    2G

    A workshop to share our experiences, both positive and negative, in partnering with Cardiff Business Improvement District in running a fundraising campaign, called Give Differently, to address the city’s homeless problem.
    Presenters: Richard Williams, CEO, CF Wales; Vicki Spencer-Francis, MD, Cowshed

    2H

    Backing up your local knowledge with data
    You know your communities inside out – but do you have the data to back up your claims? How do you make evidence-based decision-making part of your offer? There’s lot of data out there and knowing how to find information for the areas you care about can be a real challenge. This session is a space to ask questions, share knowledge and practical tips and generate new ideas for using open data to inform your grant-making and donor engagement.
    Presenter: Kimberley Anscombe, Marketing & Communications Manager, OCSI

    2J

    In February 2019 Quartet commissioned research to better understand and engage with potential legacy donors, and attract them to leave gifts in their Wills. This investigated the words, phrases and images that resonated and canvassed their views on how they see the CF. It has led to the development of a legacy marketing strategy, including communications with professional advisers. This workshop will share this research and how Quartet plans to use it to stimulate legacy giving.
    Presenter: Sue Turner, CEO, Quartet CF

    2K

    What do Trustees need to know?
    This session will explore some of the strategic choices involved in setting grant-making policy, drawing on research and practice from the UK foundation sector, and internationally.  
    Presenter: Carol Mack, CEO, ACF

    1230 Staying ahead in a changing civil society landscape
    Sara Llewellin, CEO, Barrow Cadbury
    Civil society is changing and we’re all having to adapt to ensure we meet the needs, aspirations and opportunities of the communities we serve. Hear Sara talk about these challenges from the perspective of an established national foundation, including working in partnership, exploring newer forms of funding and the crucial role of social sector infrastructure.
    Conference Hall

    1310 Buffet Lunch
    Saltire Centre

    1405 Project Visits
    Delegates have the chance to visit one of 20 community projects in or around Glasgow. Each will be facilitated by a Foundation Scotland colleague and hosted by a project leader supported by participants, beneficiaries and local residents. The visits will be an opportunity to learn, share and hear first-hand about the impact of work recently funded by Foundation Scotland or by Resilient Scotland, its sister organisation, which manages blended loan plus grant finance. Attendance will be capped at 15 delegates to make each visit more meaningful for all.

    Choose 1.

    Theme 1: Bringing people together to create stronger communities

    PV1

    Local citizens will share how they used their expertise, energy and commitment to lead change and growth. Community members from Ruchill and Possilpark created a plan under the ‘Spirit / Fourteen’ legacy fund from the 2014 Commonwealth Games, alongside ‘Sparks!’ funding for local micro-ideas. They put on a Burns Supper to let people decide where funding would be spent, with a focus on reducing elderly isolation. If you’re keen to talk about community empowerment and local budgeting this visit is for you.

    PV2

    Come and join the residents of Fintry Village to learn how they are harnessing assets to improve their community for the benefit of current and future generations. The village has a stake in one nearby wind farm and also operates various low energy, low carbon initiatives, they own and operate the local sports centre and, with support from Foundation Scotland, the Community Council administers an annual community fund with income related to a second nearby wind farm. Representatives from different groups will share their stories about how Fintry is working towards a more sustainable future.

    PV3

    If you’re fired up by inclusive theatre then join this visit. The Citizen’s Theatre presents a mixture of contemporary versions of plays and new Scottish drama. It is accessible to all members of the community and offers opportunities to develop skills and experience including the Chara Centre project, an emergency respite centre for women with complex needs, where the visit will take place. Singer/songwriter and recording artist Carol Laula who works very closely at the Chara centre will perform from a repertoire that the women in residence have written.

    PV4

    Join the Govanhill Baths Community Trust to talk about celebrating cultural diversity, in a pocket of Glasgow with over 60 spoken languages and high levels of deprivation. Two years ago the Trust organised activities to celebrate diversity and tackle division, introducing people to their neighbours and showcasing all the amazing groups doing incredible things for their community, culminating in ‘Scotting Hill Carnival’. There will be time to share your insights on celebrating cultural diversity and community change.

    Theme 2: Reducing inequality and exclusion

    PV5

    If you believe everyone has a story worth hearing, yet nobody’s is written in stone, this visit is for you. The Village Storytelling Centre improves lives, empowers communities and helps people find their voice through the power of storytelling. The Village has worked with organisations supporting people with dementia, children and young people, and people in drug and alcohol recovery. Participants will have the opportunity to share their experiences and hear insights from your community.

    PV6

    Learn how being values driven makes a real impact on people’s lives. Whilst Homes for Good own and manage properties across Glasgow, they developed their social enterprise on principles such as kindness, integrity and fairness alongside the skills of plumbing and joinery. This winning formula secures quality homes for tenants and enables landlords to successfully manage investments. You’ll hear from Homes for Good, a landlord, and a tenant. If you’re passionate about achieving impact and interested in what makes a social enterprise really work then come along.

    PV7

    The Galgael Trust is a working community based in Glasgow. They create a therapeutic environment with no judgement, “just flawed and very human human-beings, helping each other on their journey to greater humanity”. They believe in the power of demanding tasks, with woodwork as the mainstay of their programme – to build a boat builds community. They trade through selling timber, hand-crafted products and commissions, and rent workspace. They will take you through personal journeys of people engaged with Galgael, with time to share your own insights.

    Theme 3: Improving physical and mental wellbeing

    PV8

    If you’re into life-changing sport, then join this visit. This community-based FC delivers a range of physical activities to children and young adults who live in Glasgow’s East End, which includes many of the most deprived communities in Scotland. But don’t be fooled by its community roots. This club builds on participation, with many league teams and top players competing in the Scottish Women’s Premier League. They will share their story and impact, with the opportunity to share your experiences.

    PV9

    Founder Jim built Menself from research showing men are more likely to engage with health promotion if it’s attached to other events where men gather. You’ll find them at sports venues, festivals or even down the pub. This has saved lives, with men unaware or ignoring early symptoms of life-threatening conditions going on to diagnosis and treatment. Come along to hear the group’s story, with input from those who have benefitted and some roleplay to bring this approach to life.

    PV10

    If you’re interested in knowing where your food comes from then join Locavore for the afternoon. This social enterprise helps to build a food system which is better for the local economy, the environment and communities. They have opened a vibrant shop, developed a market garden, established a veg box scheme and engaged people in issues around the sustainability of food. You will have time to share your own insights during the visit, hear Locavore’s story and have a tour of their shop.

    PV11

    Come along for an afternoon of active learning with this social enterprise, which started from a stall at the famous Barras market. It now has two hubs, has refurbished 2,000 bikes and has impacted tens of thousands of lives. Bike for Good has many meanings: once you have the skills, a bike is for good, but it also leads to good outcomes for your health and the environment. They will share their story alongside users from the ‘Pedal Pathways’ project, with a taster session on e-bikes in the nearby Queens Park.

    Theme 4: Improving lifeskills, education and employability

    PV12

    If you believe sharing good food is good for the soul then this visit to Soul Food Sisters is for you. This project is inspired by authentic recipes from diverse homelands, whilst strengthening cultural links in Scotland. Day to day they improve the skills and confidence of migrant women through bespoke contract catering for chain cafes. We’ll meet in their own café space and be joined by chefs and volunteers, with time aplenty to share insights from your home community.

    PV14

    Come and visit the Larder Cookschool if you’re keen to learn about how food changes lives. From a café, small function room and training kitchen the team runs a training academy for young people, delivers corporate events and outside catering, and offers dining for people on low incomes. The Larder aims to get people cooking from scratch and to enable young people to build the skills and confidence to secure employment. Founder Angela and her team will present their story, give you a tour and ensure there’s time to share your own experiences.

    Theme 5: Connecting people with arts, culture and heritage

    PV15

    From dance to digital, the door is always open at Impact Arts. This session focusses on arts as a tool for positive change. Uniquely designed programmes enable participants to discover the artist within themselves and to use creativity to build skills, confidence, health and wellbeing. Art therapists will talk about their wider work from their dedicated therapy space. You’ll have time to discuss their approaches and share insights on creative arts for transformation from your home community.

    PV16

    Reeltime Music believes that music is a great way to break down barriers, learn new skills, increase aspiration and develop a more active lifestyle. Staff enable young people to learn about things they are interested in, in turn helping them find out about the value of creativity, growth and participation. Reeltime go on to support young people into opportunities in the creative industries. At this visit you’ll hear their story and their music, have a studio tour and share insights from your home community.

    PV17

    Come and join bohemian not-for-profit music venue the Glad Café to learn about how creative art spaces make a positive impact in the community. The Glad Foundation was created to put into action the social and community purpose of the café, and runs free and affordable music workshops for people of all ages and abilities to come together. This visit will include a presentation on the journey and success of the café, a discussion on funding and time for your insights and a tour.

    PV18

    Glasgow Film Theatre began as a single screen cinema over 40 years ago and has grown into the best attended independent cinema in Scotland, with Glasgow Film Festival one of the top three in the UK. It is a national centre for film and moving image where audiences and filmmakers debate cultural ideas through diverse and unique programmes. This visit will be an opportunity to learn about GFT’s history and recent work, including presentations by film-makers on their work in the community, and there will be time to share your insights.

    Theme 6: Improving engagement with environment and public spaces

    PV19

    If you’re green-fingered and have an interest in community growing or just enjoy garden spaces, then join the Shettleston Community Growers for an afternoon. They run 50 raised beds in a community developed site, enabling local people to grow food for their families and give other volunteers the opportunity to gain experience and skills. They will share their story, and give you a tour of the allotments, wildlife garden and community garden, with ample time to share your own experiences.

    PV20

    Tucked away in the East End, Calton Green Volunteers is a team of local people who restore residents’ gardens and community spaces. What started as a response to the issue of drug taking behind overgrown hedges has since become taking on raised beds in the community garden, growing vegetables for community residents and planting an orchard. There will be a guided tour of the community garden – a lovely green space in the heart of Calton – and an opportunity to share insights.

    PV21

    A former A-listed Gothic Revival Church built in 1863 is now home to Webster’s – a 180 seat theatre, bar and bistro. The team behind this is the Four Acres Charitable Trust, known as FACT Three, which has a successful track record in taking unloved Victorian buildings and restoring them to the highest conservation standards. This social enterprise has a busy theatre programme, with plans to develop a community hall and create a public square, with steps down to the River Kelvin. This visit will cover their story, explore how they used loan finance, and include time for your reflections.

    1700 Coaches return to city centre and Day 2 concludes

    Dinner at the museum cartoon

    1900 – 2300
    Night in the Museum
    A hit with visitors since it opened its futuristic doors in 2001, the Glasgow Science Centre has staged many a glittering evening and another is scheduled for 10 September. Spend the evening with interactive exhibits, fabulous food, wine, and a ‘pure dead brilliant’ Glasgae surprise.
    Glasgow Science Centre

    Wednesday 11 September

    0840 Registration opens
    Saltire Centre

    0925 Chair’s Opening Remarks
    Sally Magnusson
    Conference Chair, Sally Magnusson will open Day 3 with a reminder of the Day 2’s highlights and an outline of what the final day of conference holds.
    Conference Hall

    0930 The Potential of Local Philanthropy
    Danny Kruger, Special Adviser, DDCMS
    The role of the state at a local level has changed significantly in recent years. Danny’s session will explore how funders like Community Foundations fit into this evolving picture, and how they can help direct resources to tackle big social issues and support communities to thrive.

    Workshop Key:

    • C Community Leadership
    • P Philanthropy
    • G Grant Making
    • T Governance
    • D Digital and Data

    1005 Workshop Sessions 3
    Choose 1.

    3A

    Why fear can be your friend
    As established providers of income-focused investment strategies, charities are under pressure to grow income streams ahead of inflation. Ensuring the real purchasing power of income is protected enables charities to safeguard and grow both grant-making and service provision, and to build sustainable futures. So, what to do when fear is gripping markets? This session aims to set these risks in proper context. M&G will explain how to manage a portfolio targeting high yielding equities and demonstrate how a disciplined commitment to this process can produce compelling results, both for income and total return.
    Presenters: Richard Macey, Director of Charities, M&G; Michael Stiasny, Fund Manager, Charifund, M&G

    3B

    At the last UKCF conference delegates heard from Clotilde Perez-Bode Dedecker about what Greater Buffalo Community Foundation has achieved since the implementation of its new strategy focusing on developing leadership credentials and increasing impact on the local philanthropic ecosystem. During this interactive session there will be an opportunity to explore the benefits of adopting such approaches in the UK, and more importantly to consider why these could deliver the most compelling case for support of Community Foundations yet.
    Presenter: Jayne Woodley, CEO, Oxford CF

    3C

    CFs and the role of the National Emergencies Trust (NET)
    The Manchester Terror Attack and Grenfell Tragedy in 2017 resulted in huge outpourings of public donations. With growing public expectation of charitable responses to major incidents and disasters, the National Emergencies Trust (NET) has been created to coordinate national fundraising and commission local grant-making – and CFs should be best placed to work with NET to make this happen. This session will provide an update on the latest developments and enable participants to return to their Foundations with tools to plan for and implement a disaster appeal.
    Presenters: Andy Beeforth, CEO, Cumbria CF and UKCF’s NET Board Representative; Mhairi Sharp, Operation Director, NET; John Harriman, Interim CEO, NET

    3D

    Why? How? What?
    Do the groups you support lack the marketing skills to promote themselves well? Could they improve their applications to save you time and increase their chances of funding? Do you see the same issues with the finances each funding round, or duplication of services and a lack of partnership working amongst groups? Berkshire CF did, and with patchy support for groups across the county decided to launch its Community Liaison provision to address these issues. Come and find out if you could offer a similar programme of support.
    Presenters: Teri Kearsey, Head of Marketing & Community Liaison, Berkshire CF; Alexander Barfield, CEO, David Brownlow Charitable Foundation & Trustee, Berkshire CF

    3E

    This workshop will outline the ingredients for a successful partnership of CF, professional adviser and client based on establishing credibility, trust and delivering against the needs and expectations of clients. This includes tactics such as developing a marketing toolkit, getting feedback on what advisers value about partnering with CFs and finding the best ways to communicate. CFLM will talk about their relationship with Partners of Financial Planning Corporation (FPC), which resulted in the establishment of the Christal Foundation and the Blue Sky Foundation, both with significant donations into endowment.
    Presenters: Laura Thurlow, CEO, CF for Surrey; Emma Walker, Trustee, CF for Surrey and Header of Marketing Capability, Nestlé UK & Ireland; Rae Brooke, CEO, CFLM; Moira O’Shaughnessy, Partner, Financial Planning Corporation.

    3F

    Do you really understand and recognise your power as a funder? Do your process, functions and activities enable or disable? Where does the power lie in your organisations? This session will explore these questions and how this plays out in the communities we support. Session leads will outline how their CFs have sought to understand their power and how, through collaboration, concrete experience and some hard lessons along the way they are trying to ensure that funding is helping to ‘shift the power’.
    Presenters: Michael Hughes, Head of Building Sustainable Communities, CF Northern Ireland; Paul Braithwaite, Head of Innovation and Voice, CF Northern Ireland; Rachel McGrath, Grants Director/Deputy CEO, Northamptonshire CF

    3G

    Quartet has successfully raised £400,000 from local philanthropists, matched by a £350,000 National Lottery Community Fund grant, to support anchor organisations in Bristol to play a greater leadership role within their communities. This three-year programme will enable them to develop services in response to local needs and take advantage of opportunities like community housing, nurseries and energy to develop sustainable sources of income. This session will explore how a CF has taken a leadership role in response to the needs of specific geographical communities that have seen a massive withdrawal of public sector support.
    Presenter: Ronnie Brown, Philanthropy Director, Quartet CF

    3H

    Building a data culture within a CF
    Learn how and why data might be useful for different roles within your Community Foundation, and how this differs for different sizes and shapes of Community Foundation. Use a simple diagnostic tool to understand where data can and does fit into your role, wherever you are in the organisation, and what barriers exist. There will be an opportunity to share your own examples and think about what the network could do to support confident ‘data literacy’.
    Presenters: Dr Nicola Frost, Knowledge Guru, Devon CF; Dirk Slater, FabRiders in p/ship with 360Giving & UKCF; Gareth Clayton, Programmes Manager, UKCF

    3J

    Diversity, equity, and inclusion for foundations
    Inequality is one of the most pressing social issues of our time. Using US learning, this session will demonstrate how implementing a Diversity, Equity and Inclusion framework can increase the effectiveness, impact and relevance of your CFs. It will also look at recent research on the importance of intersectionality when addressing poverty and inequality, with contributions from the authors of a recent Resolution Foundation report. It will examine both the internal processes and external grant-making of foundations to show how they can be made more inclusive and equitable to better reflect, reach and serve our communities.
    Presenters: Fozia Irfan, CEO, Bedfordshire & Luton CF; Matthew Whittaker, Deputy Director, Resolution Foundation

    1110 Refreshments
    Saltire Centre

    1145 A New Era for CFs
    Deborah Ellwood, President & CEO, CF Leads
    Community Foundations across the globe need to do more than ever to ensure they are relevant, vital and local trusted institutions, trusted by the community. Deborah will talk about how her organisation is working with Community Foundations across the US to promote community leadership, lead change and work together to shape a new era of philanthropy driven by creating the best possible outcomes for communities.
    Conference Hall

    1230 Beneficiary Story
    A short but vital reminder from a Scottish beneficiary as to why we work in this essential and rewarding sector.

    1250 Closing Remarks

    1310 Buffet Lunch
    Saltire Centre

    1400 Conference concludes