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Charity Conference 2018 Charity Trustees in a Changing World

Dive into the 2018 Charity Trustees' changing landscape, covering global growth, match funding, technology opportunities, investment risks, and more. Key speakers include Ian Stewart and Alex Day. Learn trends, insights, and digital giving impacts.

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Charity Conference 2018 Charity Trustees in a Changing World

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  1. Charity Conference 2018 Charity Trustees in a Changing World

  2. Charity Trustees in a Changing World • The Agenda • Introduction …………………………………..……..Patrick Reeve, Chairman • “Assessing the outlook for global growth” …………Ian Stewart, Partner & Chief Economist, Deloitte • Match Funding ……………………………………..Alex Day, Director, The Big Give • Coffee & biscuits • Leveraging the opportunity technology represents …Nick Torday, Managing Director, Edo • Brexit, identifying & managing investment risk ……Andrew Impey, Portfolio Manager, OLIM • Panel Q&A • Buffet lunch & drinks

  3. IAN STEWART “Assessing the outlook for global growth”

  4. Presentation - OLIM Charity Conference • Ian Stewart, UK Chief Economist

  5. Decent global recovery, but activity below pre-crisis levels GDP growth: Actual and IMF/Consensus forecasts (% YoY) Economics & Markets, Deloitte LLP, London

  6. Today’s risk menu Macro • Mature recovery • Rates & end to QE Markets • Debt • Asset valuations Consent • Polarisation • Trust Geopolitics • Protectionism • Middle East • Brexit • North Korea Economics & Markets, Deloitte LLP, London

  7. Cheap money = equity market party Economics & Markets, Deloitte LLP, London

  8. Looking toppy, US equity valuations Case-Schiller cyclically adjusted PE ratio Dotcom boom US post-WW1 boom Easy money /QE boom? Economics & Markets, Deloitte LLP, London

  9. Monetary policy ease running out of puff

  10. Labour market slack eroding Japanese unemployment fell close to a 25-year low in January Japanese companies offering more attractive permanent contracts Worst labour shortages in 40 years Economics & Markets, Deloitte LLP, London

  11. US recovery: Mature and bubbly recovery US champagne imports from France Economics & Markets, Deloitte LLP, London

  12. US growth hasn’t flowed through to Main Street: distribution matters US equities, +2,181% Deloitte Economics & Markets Team

  13. ALEX DAY Match Funding

  14. Match Funding & The Big Give Alex Day Director theBigGive.org.uk Email us at info@thebiggive.org.uk Follow us @BigGive

  15. About the Big Give • Our Mission: • To provide a platform to promote causes and inspire people to give. • We achieve our mission through: • Online match funding campaigns. • Showcasing charities and their projects. • Providing services which help connect charities, their supporters and philanthropists.

  16. Overview • Three fundraising trends • What is match funding? • About The Christmas Challenge • Case Study: South London Cares • Match funding opportunities

  17. Three Fundraising Trends HNWI ONLINE TRUST

  18. Trust in charities Base: 1,000 adults 16+, Britain | Source: Charity Awareness Monitor, Jan 09-Oct 17, nfpSynergy “Below is a list of public bodies and institutions. Please indicate, by ticking in the appropriate column, how much trust you have in each of the bodies” A great deal or quite a lot

  19. Trust in charities Source: Charity Awareness Monitor, Feb 18, nfpSynergy | Base: 1,000 adults 16+, Britain “Please indicate how much trust you have in charities working in each of the sectors”

  20. Trust in charities Trust ≠ Giving?

  21. Giving from HNWI Source: Coutts Institute Million Pound Donors Report 2017 (Nov 2017) https://www.coutts.com/insight-articles/news/2017/million-pound-donors-report-2017.html?extcam=donorsreport

  22. Giving from HNWI Source: New Philanthropy Capital - Giving More & Giving Better (Jun 2016) https://www.thinknpc.org/publications/giving-more-and-better/

  23. Online Giving • Online giving grew 12.1% in 2017 compared to 2016 (Blackbaud) • £26 in every £100 donated to charity was done through websites, social media and apps (Three) • 1in4donors have given online in the past 12 months (CAF) • “UK now spends more time online each day than sleeping” • (Wired Magazine / Ofcom)

  24. What is match funding? when a funder (who could be an employer, a grant-making trust, a major donor or the government) offers to match part or all of a donor’s gift to charity. • theBigGive.org.uk/match-funding

  25. “Match-funding can provide a well needed boost to charities who, in the current climate, are struggling to bring money in. It’s like giving them a new superpower, a new weapon, a new challenge to get their teeth stuck into. It can reinvigorate their fundraising” • Bridget McGing, Deputy Director, Pears Foundation

  26. More people give when their donations are match-funded People give more when their donations are match-funded

  27. Match-funding; the most likely reason for donors to give more to charity Inspires trust and confidence Urgent Fund Appeal ------------------------------------------------------------------------------------------------------------------------------ Please Give £ _____ Urgent Fund Appeal ------------------------------------------------------------------------------------------------------------------------------ Please Give £ _____ All donations matched by

  28. £97 million Raised for charities through match funding since 2008

  29. UK’s biggest online match funding campaign Charities, match funders & donors work together £11.3 million raised for 528 participating charities in 2017

  30. How does it work? • Charities register on theBigGive.org.uk (free!) • Online application form • Pledge match funds • Champion match funds • Marketing Support Live campaign Donations doubled for 7 days from #GivingTuesday 27th November 2018

  31. Impact £289: average value of donation received 95%: received donations from new supporters 73%: supporters gave more than usual 85%: increased confidence in online fundraising 69%: Pledges helped develop relationships with existing major donors

  32. Case Study • Community network of young professionals and older neighbours in Southwark and Lambeth, hanging out and helping one another in our rapidly changing city • Turnover: £386k • Raised £11,263 in Christmas Challenge: • How did they do it • Good planning • Use of video • Personalised communications • Press / Blogs • Benefits: 22% donations from new supporters / Avg donation increased by 58% on 2016

  33. Match funding opportunities FOR CHARITIES: Christmas Challenge 2018: Apply now @ thebiggive.org.uk (deadline 6th July) Run your own campaign: Email info@thebiggive.org.uk to discuss requirements FOR FUNDERS: Christmas Challenge 2018: Email to discuss setting up a portfolio champions@thebiggive.org.uk

  34. Coffee & biscuits

  35. NICK TORDAY Leveraging the opportunity technology represents

  36. ANDREW IMPEY BrexitIdentifying & Managing Investment Risk

  37. What does Brexit mean?

  38. Contents • Context • Potential issues / Questions to ask your fund manager • Timing & valuation • Portfolio positioning

  39. Context

  40. YOU ARE HERE 31 DEC 2020 WHITE PAPER

  41. Brexit - multiple models

  42. Growth is well established UK Source: BEA, Bloomberg, Eurostat, Japan Cabinet Office, ONS, Thomson Reuters Datastream, J.P. Morgan Asset Management. Forecasts are from Bloomberg contributor composite. Past performance is not a reliable indicator of current and future results. Guide to the Markets - UK. Data as of 31 March 2018.

  43. Synchronised global growth Source: JP Morgan, data as at 31/03/18

  44. UK employment highest since records began UK Source: BLS, Eurostat, Japan Ministry of Internal Affairs & Communications, ONS, Thomson Reuters Datastream, J.P. Morgan Asset Management - UK. Data as of 31 March 2018.

  45. Inflation - flexibility over interest rates Source: Bank of Japan, BLS, Eurostat, ONS, Thomson Reuters Datastream, J.P. Morgan Asset Management- UK. Data as of 31 March 2018.

  46. Equity performance since Brexit vote Source: Bloomberg

  47. £ since Brexit vote Source: Bloomberg

  48. Potential Issues

  49. Potential issues – questions for your Fund Manager • Immigration • Regulation / Innovation • Customs / Tariff / Trade disruption • Public sector • Property market

  50. Potential issues – questions for your Fund Manager • £ weakness • Inflation / Interest rates / Monetary tightening • Wages / Confidence / Consumption / Investment • Productivity • Profit margins • Overseas earnings • Valuation / M&A

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