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Consultancy services for the charity and not for profit sector.  Strategy Development, fundraising, governance, collaborations and partnerships.

Blog

Stay up to date with developments in the sector and our latest thinking on issues affecting charities and social enterprises.

Income risk, sustainability and diversification

Julian Lomas

I was delighted to co-host an in-depth workshop on income risk, sustainability and diversification at the Charity Finance Group (CFG) Annual Conference 2019, including a practical session for delegates to assess their own charity’s sustainability and income risk profile using a simple tool we have developed. This article briefly explains that tool and how it can benefit charities who use it (including a worked example).

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Why business continuity planning matters.

Julian Lomas

Business continuity planning is not just about apocalyptic events such as terrorism, floods and so on. It’s about making sure that your organisation can continue to serve its beneficiaries (and fulfill its obligations to funders) when a major event occurs that might otherwise prevent you from doing so. How well prepared are you to cope in such situations?

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How ethical is your charity?

Julian Lomas

In January 2019 the NCVO published Charity Ethical Principles, but how’s does this fit in with the myriad of other publications in recent years on what might broadly be categorised as charity ethics, behavioural governance and/or organisational culture? As well as outlining the principles in the NCVO publication, this short articles aims to give a few pointers on how to navigate this increasingly crowded field or guidance, frameworks and codes.

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Income risk, sustainability and diversification - CFG annual conference workshop

Julian Lomas

I am delighted to be co-hosting with Helena Wilkinson of Price Bailey Chartered Accountants, an in-depth workshop on income risk, sustainability and diversification at the Charity Finance Group (CFG) Annual Conference 2019 on Thursday 16 May 2019 at The Queen Elizabeth II Conference Centre, London. CFG19 is aimed at anyone working in a role that relates to charity finance. It has five streams of sessions covering technical updates, strategic insights, and practical workshops and is the perfect opportunity to develop your knowledge and skills in charity finance, meet with others in the sector and gain new insights.

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Brexit: how could it affect your charity?

Julian Lomas

Having tried to avoid it for months, we’ve finally caved in and penned a short article on the possible implications of Brexit for small to medium sized charities in the UK. In our view there is unlikely (in any future scenario) to be a major cliff edge of change affecting UK charities as a result of Brexit. The rest is really crystal ball gazing as the uncertainty surrounding the long-term EU/UK relationships continues; but sometimes we need to look into the crystal ball.

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Charity risk management: a mini-guide

Julian Lomas

In almost every small and medium sized charity I have worked (and some big ones) with risk management has been, and seen to be, a chore; “something we have to do but which adds little value.” But it doesn’t need to be like that. This article provides a mini-guide to simple and effective risk management.

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Fundraising for Churches

Julian Lomas

Over the years we’ve done quite a lot of fundraising for churches and other faith-inspired charities. While many of the same principles apply, there are some important differences to fundraising for purely secular causes. This short article explores some of these differences, offering hints and tips to help faith-based organisations navigate the fundraising world a little more easily.

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Gamification in fundraising

Julian Lomas

Gamification is a horrible word that is used more and more in society and in fundraising. What does it mean? This short blog explores what impact this concept is having on fundraising, why it works, how you can apply it in your fundraising and what pitfalls to watch out for.

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When is a grant not a grant?

Julian Lomas

With public authorities increasingly imposing contracts and funding agreements, the risks run by charities and social enterprises are increasing. A particularly significant risk relates to whether the funding is classed as a grant or a contract, which can have expensive consequences. This blog explores this issue in more detail, with some pointers on when to seek detailed advice to avoid getting caught out with a big bill long after you have spent the money.

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Help raise money for Alzheimer's Research UK

Julian Lomas

Dementia destroys who we are and the relationships we hold dear. That’s why I’ve joined the Alzheimer's Research UK Cycling Down Dementia 2018 Pioneer Challenge. My target is to cycle 600 miles over this winter. Please help me raise much needed funding by giving through my fundraising page and by spreading the word by sharing my page with your friends and family. Thank you for your support.

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Simple project management

Julian Lomas

Project management is often shrouded in mystery and technical language and frequently made more complicated and burdensome than it needs to be. My experience with small and medium sized clients is that simpler approaches made on key principles are often more than good enough to deliver what the client needs. In this short article I explore this approach further hoping to show that simpler is possible.

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Join us to hear more about innovations in generating charity income

Julian Lomas

I am delighted to have been invited by Price Bailey Chartered Accountants to deliver a series of thought provoking seminars exploring a range of innovations in income generation for charities and social enterprises. These free seminars will take place on:

  • 4 December 2018 (5 pm in London)

  • 6 December 2018 (5 pm in Cambridge)

  • 11 December 2018 (5 pm in London)

  • 13 December 2018 (8 am in Norwich)

To book your place at one of these events please visit the Price Bailey seminars webpage . Places are going fast so book soon! I very much hope to meeting you at one of these events.

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Thinking about setting up a new charity?

Julian Lomas

Do you have a bright idea for how to help your community? Are you thinking about setting up a new charity to do this? Or have you been running a local voluntary group for a while? Should it be a registered charity? In this short article I explore the pros and cons of setting up a new charity and some of the alternatives you could consider for your idea or group.

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Behavioural governance: what is it all about?

Julian Lomas

Since the financial crisis of 2008/9, the emphasis in governance debates has shifted from structural matters towards consideration of the impact of behaviour on the effectiveness of governance. Recen charity scandals show that the sector has no room for complacency in this regard. The July 2018 ICSA report Improving charity boardroom behaviours, builds on the  Charity Governance Code to provide detailed guidance on appropriate behaviours in the governance of charities.


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