Webinar: Trustee Training Series

We are delighted to invite you to our Spring webinar series, designed specifically for charity trustees and senior charity leaders seeking practical insight into the financial, governance and strategic challenges facing the sector today.

This series will provide an overview of current developments, emerging risks and opportunities, enabling trustees to make well informed decisions in the coming year.

Part 1 focuses on the financial foundations of a resilient charity, and the investment decisions trustees face in an increasingly complex environment.

Part 2 considers governance, regulatory developments and forward-looking opportunities that trustees should be aware of including opportunities for charities to benefit from tax efficient giving.

Each session combines regulatory context with practical guidance to support confident, informed decision-making.

Webinar Series Overview

Part 1: Financial Resilience and Investment Strategy

	Date: Monday, 11 May 2026
	Time: 10am to 11am

Financial resilience

This session will explore key trends across third-sector finances over the past year and what we anticipate in the year ahead. We will examine reserves planning, the benefits of a nimble investment strategy, and the importance of undertaking a robust annual review to ensure your investment approach remains appropriate and aligned with your charity’s objectives.

Beyond the pool: How bespoke investment strategies can help charities thrive

An effective investment management approach underpins long-term sustainability and supports delivery of a charity’s mission. It is important moreover that a charity can pursue an investment strategy aligned to their ethical and moral principles as well as one that can specifically meet their income or cashflow needs.  This session considers the differences between investing through a pooled fund or taking a tailored discretionary approach, helping trustees understand which structure may be most suitable for their charity.

Speakers:

Paul Mathias

Director, Wealth Manager – Charities

Paul specialises in delivering investment solutions for charities and institutions and has been an investment manager since 2013. Paul sits on the firm’s ESG Investment Forum. He is a Trustee and Chair of the Investment Committee of the Cardiff Educational Endowment Trust.

Ed Caswell

Director, Wealth Manager – Charities

Ed is a Director and Wealth Manager in the RBC Brewin Dolphin Charities Team. With a 14-year career in the investment management industry, he has a passion for working with charity boards in developing and managing their investment strategies.

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Part 2: Governance, Regulation and Future Giving

	Date: Monday, 15 June 2026
	Time: 10am to 11am

Governance and regulatory developments

We will review key regulatory and best-practice changes from recent years, including:

• Charity governance principles
• The Charity Commission’s updated guidance on investing charity money (CC14)
• The new Charity Investment Governance Principles (CIGPs)
• How these developments influence your Investment Policy Statement (IPS)

Developed by Charity Finance Group, the CIGPs are a significant step forward for the sector, offering trustees greater clarity and confidence when making investment decisions. This session will explain how the principles sit alongside CC14 and the Charity Governance Code, and what they mean in practice for trustees.

The great wealth transfer: what it means for charities

An estimated £5.5-£7 trillion will be inherited in the UK over the next 20-25 years as part of a global intergenerational wealth transfer exceeding $80 trillion. This historic shift presents major opportunities for charities.

This session will explore practical ways charities can strengthen fundraising and legacy strategies. We will look at how donors are choosing to give – during their lifetime and through legacies – and how charities can align their approach with changing expectations. The session will also consider the role of tax-efficient giving, including the benefits of charitable donations in the context of Capital Gains Tax (CGT).

Speakers:

Jeffrey Ball

Director, Wealth Manager – Charities

Jeffrey is a Director within the North East Charities team, managing investment portfolios for a wide range of charitable organisations across the region. He is also a co-founder of the North East Charity Awards and a trustee for the Newcastle Rugby Foundation and Rockets Community Foundation.

Lynne Lamont

Senior Director, Head of Charities – UK

Lynne is a Head of the RBC Brewin Dolphin charity team and a Senior Investment Director.  With over 25 years’ experience of providing advice to and managing assets for charities, she is a regular speaker at sector events and a passionate Trustee and volunteer.

Sarah Pook

Charities Business Development Manager

Sarah leads the Charities Business Development team at RBC Brewin Dolphin, overseeing charity partner relationships and growth initiatives across the charity team. Previously, she worked at Charities Aid Foundation, where she advised philanthropists, families and corporate donors on strategic giving. 

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The value of investments, and any income from them, can fall and you may get back less than you invested. This does not constitute tax or legal advice. Tax treatment depends on the individual circumstances of each client and may be subject to change in the future. You should always check the tax implications with an accountant or tax specialist. Information is provided only as an example and is not a recommendation to pursue a particular strategy. Opinions expressed in this video are not necessarily the views held throughout RBC Wealth Management.

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