Richard is Head of Policy at the Association of Charitable Foundations and is also an independent researcher and consultant in the third sector, working especially with trusts and foundations.
He has been a trustee of a grant-making endowed charitable foundation, chief executive of an educational charity, and as a civil servant led implementation of key funding elements of the 2002 Treasury Cross Cutting Review into the role of the voluntary and community sector in the delivery of public services.
He has a degree (in Scots and English) law from the University of Dundee and has further graduate and post-graduate degrees from the Universities of Oxford and Leeds. Richard holds a law society accredited certificate in mediation.
He is the author of The Social and Economic Benefits of Compact Working for the Commission for the Compact, 2009, with Grant Thornton Consultancy, The Governance and Financial Management of Endowed Charitable Foundations (2012), ACF, For Good and Not For Keeps: How long-term charity investors approach spending on their charitable aims (2013), ACF, with Kate Rogers, Research Briefing, Charitable trusts and foundations engagement in the social investment market, with Nikki Jeffrey, ACF, (2013), Giving Trends Top 300 Foundations Report, and Family Foundations Giving Trends, with Cathy Pharoah and Keiran Goddard, ACF (2014). He is also co-author with Kate Rogers of the forthcoming report Intentional Investing: The principles, practicalities and pitfalls for reflecting your charity’s values and aims in your investments(2015), ACF.
Kate has fourteen years investment experience, specialising in investment on behalf of charities, endowments and foundations and joined Schroders Charities in 2005 after four years with Kleinwort Benson Private Bank Charity team.
Kate is chair of the Charity Investors' Group, which is a membership organisation providing a forum for investment debate. In this role she has collaborated with CFG to launch a guide to written investment policies. Kate co-authored the report 'For Good and Not For Keeps' published by the Association of Charitable Foundations in 2013. Kate also regularly writes on charity investment in the charity sector press.
Kate is Head of Policy at Cazenove Charities, responsible for sector engagement as well as co-managing a common investment fund, the Charity Multi-Asset Fund. She is a CFA charterholder and has a BSc (Hons) in natural sciences from the University of Durham. Kate sits on a number of charity boards and is chair of her local community foundation, and governor of her local primary school.