Finance in Grantmaking Special Interest Group

Thursday 21 June 2018

Cazenove Charities
31 Gresham Street
London EC2V 7QA

Legal pitfalls for Grantmaking organisations

Funders have a good understanding of the criteria used to identify appropriate grantees, and whether the chosen project meets their charitable objectives. Alongside these organisational measures, there are various sets of guidance set out by the Charity Commission, which grantmakers need to consider.

The challenges in following this guidance is that grant giving organisations come in many shapes and sizes. The areas of guidance which may apply to one, are not relevant for others, making it easy to fall into legal holes, without realising the consequences.

This session will explore these legal grey areas, which grantmakers can sometimes find themselves in.


Arrival and refreshments

12:00 - 12:05

Introduction by the Chair

Welcome and introduction to the meeting

12:05 – 12:15

Icebreaking session

12:15 - 12:45

Session 1: Legal overview of common pitfalls

This session will give an overview of the common issues that law firms have seen in the past and areas for grantmakers to be aware of.

Sung-Hyui Park, Senior Associate, Bates Wells Braithwaite LLP

12:45 - 12:55


12:55 - 13:30

Working lunch and discussion

13:30 – 13:50

Session 2: Case study

This session will offer insights from John, the CEO of People’s Health Trust, on their experiences of defining grants vs contracts. He will share some approaches to defining criteria and frameworks which can be used to determine whether a delivered service falls under a grant or contract.

John Hume, Chief Executive, People's Health Trust

13:50– 14:20

Group Discussion

This peer learning session will offer attendees the opportunity to discuss some of the legal challenges they have faced in administering grants and funding.

14:20 – 14:25

Chairs' summary


Meeting close

Charities - Members£0.00
Charities - Non-members£0.00