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Charity Conference 2018 Charity Trustees in a Changing World

Charity Conference 2018 Charity Trustees in a Changing World. Charity Trustees in a Changing World The Agenda Introduction …………………………………..……..Patrick Reeve, Chairman “Assessing the outlook for global growth” …………Ian Stewart, Partner & Chief Economist, Deloitte

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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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