Alternative Finance 2019

Thursday 24 January 2019

Crowne Plaza London - Kings Cross
1 Kings Cross Road
London WC1X 9HX

New ways to fund your organisation.

With charities and social enterprises looking for new and diverse ways to increase their income, alternative forms of finance are becoming more popular. Join CFG for our new Alternative Finance event to learn how your charity can increase your income.

There will be experts offering insights into different ways of financing your charity, including loans, social investment and trading, alongside practical sessions sharing tips on bid writing and demonstrating the value of what you do. There will also be an exhibition of experts that work in this area, who will also be offering advice in our clinic area.

This is a one-stop shop to introduce you to alternative forms of finance and how to take a step towards introducing them into your organisation, and a chance to make connections with those offering some of these services and those already achieving success in new ways.

This event would be perfect for Finance Directors and Finance Managers looking to expand income streams as well as Chief Executives and Trustees of smaller charities.


Dan Hird, Head of Corporate Finance, Triodos Bank

Augustus Della-Porta, Partner, Bates Wells Braithwaite

Helena Wilkinson, Partner - Head of Not for Profit, Price Bailey

Malcolm Smith, FundingWorx

Janine Edwards, Head of Business Development, FSI

Lindsay Harrod, Senior Project Manager, FSI

Carolyn Simms, Director of Lending, Charity Bank

Robin Aitken, Bellevue Partners


Registration and refreshments


Diversification and crowdfunding

This session will look at different ways for charities to raise funds including crowdfunding and how to repackage what you already do, as well as tips on how to keep the money coming in while diversifying your income stream.

Janine Edwards, Head of Business Development & Lindsay Harrod, Senior Project Manager, FSI


Understanding your funding base

Before starting out on new roads of income, is your funding base in a position to support changes? This session will offer advice to help understand your current funding and to help identify problem areas such as being too dependent on one funding source or having restricted income.


Break for refreshments



Loans come in many forms. This session will look at 'charity only' loans and traditional bank loans, discussing their differences, how they could benefit your organisation and how you can decide between them.

Carolyn Simms, Director of Lending & Nigel Tyrrell, Charity Bank & Daniel Carrico, Allia


Writing a good business plan and demonstrating the value of what you are delivering (WORKSHOP)

A good business plan outlines your vision but can also help you secure funding. This session will show how your business plan can showcase your value and what it should include to make it stand out from the crowd.

Robin Aitken, Bellevue Partners





Trading such as selling tickets or publications is used by many charities to provide income. This session will look at what charities need to consider when thinking of trading, such as whether your governing document and investment policy allows it and the tax implications it may have.

Helena Wilkinson, Partner - Head of Charities and Not for Profit, Price Bailey


Bid writing for funding (WORKSHOP)

For charities applying for funding, bid writing skills are vital. With increased competition for money, it is essential that charities can clearly explain why they should have the money and the different it would make. This session will explore how to write a successful bid and what funders are looking for.

Malcolm Smith, FundingWorx


Move between sessions


Social investment

Social investment can offer charities financial and social returns, but how does a charity get started and what are the key aspects to consider before taking this form of investment on?

Dan Hird, Head of Corporate Finance, Triodos Bank


Bid writing for funding (WORKSHOP) cont.


Break for refreshments



More and more charities are contracting to deliver services, but charities need to make sure they understand all of the opportunities and pitfalls. This session will explore how the commission process works and what charities need to be aware of when taking on contracts or applying for grants.

Augustus Della Porta, Partner, Bates Wells Braithwaite



This session will explore how to apply for grants, what funders are looking for and the different finance documents that you will come across during the process.


End of conference

Charities - Members£50.00
Charities - Non-members£60.00
Corporate - Non-members£149.00
Individual - Members£50.00
Individual - Non-members£60.00
Community Leisure UK - Members£50.00
Community Leisure UK - Non-members£60.00
All Prices Inc. VAT