Newcastle Charity Roundtable: Ethics, investment and good governance (with lunch)

Charities are increasingly facing difficult questions around values, and how trustees balance mission, risk and long-term financial sustainability. For example, should charities accept every donation? And, how can you develop an ethical policy that aligns your investments with your charitable purpose?

 

We are delighted to invite you to an exclusive charity roundtable lunch hosted by the Quilter Cheviot Newcastle Charities Team, with guest speaker Catherine Rustomji, Partner and Head of Charities at Shakespeare Martineau. Catherine advises some of the UK's leading charities on governance, compliance and robust decision-making, and brings deep practical experience of the issues facing the sector today.

 

During this interactive discussion, we will explore:

1. The challenges currently facing charities and trustees
2. Governance considerations when making ethical decisions
3. Developing and implementing an ethical policy
4. Practical approaches to accepting and declining donations
5. Real-life scenarios and lessons learned

Who should attend?

Designed for charity leaders, trustees and finance directors, this session offers a focused forum to share experiences, exchange ideas and tackle the challenges facing both the sector and your own organisation. You will leave with practical frameworks for navigating difficult decisions.

Programme:

12.00pm - Arrival, welcome

12.15pm - Lunch and roundtable discussion commences

2.00pm - Roundtable concludes

This is a complimentary event.

Spaces are limited and will be allocated on a first-come, first-served basis. Please book early to avoid disappointment. When confirming your attendance, kindly advise if you have any allergies, dietary requirements or accessibility needs.

To reserve your place, email [email protected]

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 Limited does not provide tax, legal or accounting advice.

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.

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