Faced with growing demand for their services whilst funding is under pressure, charities must make difficult choices about what they can deliver and how they do so. The event provided charity trustees and senior staff with the legal tools needed to face the resulting challenges, including managing staff in a downturn, the implications of the changing regulatory environment and the opportunities presented by the long-awaited legal structure, the Charitable Incorporated Organisation. Senior associates at Anthony Collins Solicitors, Shivaji Shiva and Matthew Wort, led on topical updates, with opportunities for questions and discussions around the subjects.
Brewin Dolphin’s charity team discussed financial and investment issues, providing an overview of the current investment rules, policy requirements and markets.
Mr Shiva of Anthony Collins Solicitors said: “In a tough financial environment, it is understandable that many commentators highlight the daunting challenges faced by charities. Nevertheless, our experience is that the charities we work with are confident in their ability to produce results - they know and understand the needs of those they work with and work hard to find ways to maintain the support they offer the most vulnerable in society. With the right legal know-how they can continue to do that work with confidence.”
Adam Wilkins at Brewin Dolphin, commented: “We have decades of experience in the not-for-profit sector so understand the challenges presented to charities with regard to investment. By partnering with Anthony Collins Solicitors we've encouraged some great discussions between the attendees, hopefully leaving people feeling enlightened and well-informed.”
For further information, please contact Shivaji Shiva on 0121 214 3681 or email shivaji.shiva@anthonycollins.com.
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Over the last few years the meaning of “asset management” has changed from being all about repairs to understanding that assets might not stay in an organisation forever.
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A recent case throws light on the scope of the exemption for “land transactions” from the need for an OJEU tender process.
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