Charity Roundtable | What if fundraising isn’t enough?

As charities face mounting financial pressures, rising demand for services and a rapidly evolving external environment, how can trustees and charity leaders sustain long-term financial resilience? Join us for an engaging roundtable featuring two expert speakers who will offer practical insights into generating income, managing charitable reserves and strengthening organisational resilience. Lorraine Lewis, Co-Founder and CEO of the multi-award-winning Lewis Foundation, will share her journey from lawyer to charity leader and explore how charities can move beyond traditional fundraising to create sustainable income. Drawing on her experience of building one of the Midlands’ most recognised cancer charities, Lorraine will discuss innovative income generation, strategic partnerships and new revenue streams. Her practical examples will challenge conventional thinking and offer inspirational ideas that attendees can take back to their organisations. Against a backdrop of geopolitical uncertainty, shifting markets and changing economic conditions, charities are considering how best to position their reserves to support long-term objectives. Andy Gray, Charity Investment Manager at Quilter Cheviot, will examine the key themes likely to shape 2027 after a turbulent 2026. He will explore how an appropriate investment mix and clear policies can support a charity’s mission against the backdrop of volatile global markets. The roundtable will encourage an open exchange of experiences, giving attendees the chance to ask questions, discuss challenges facing their organisations and leave with practical ideas to share with their boards and leadership teams. Following the roundtable, guests are invited to explore the museum’s fascinating exhibitions and collections, with time to continue conversations with fellow attendees in an informal setting. Who should attend? This event is designed exclusively for charities and is suitable for trustees, finance directors and senior leaders. Programme 12pm – Registration, networking and lunch 12.45pm – Roundtable discussion 2.30pm – Finish This is a complimentary event. Places are limited and will be allocated on a first-come, first-served basis. We encourage early registration to avoid disappointment. When confirming your attendance, kindly let us know if you have any allergies, dietary requirements or accessibility needs. To reserve your place, please email [email protected] This is a marketing communication. Important information - Investors should remember that the value of investments, and the income from them, can go down as well as up and past performance is no guarantee of future return. You may not recover what you invest. Quilter Cheviot and Quilter Cheviot Investment Management are trading names of Quilter Cheviot Limited. Quilter Cheviot Limited is registered in England and Wales with number 01923571, registered office at Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Quilter Cheviot Limited is a member of the London Stock Exchange and authorised and regulated by the UK Financial Conduct Authority and as an approved Financial Services Provider by the Financial Sector Conduct Authority in South Africa.