11OCT 2018
3:00 pm


Time and Money

This event has ended

You can download the presentation slides or watch the presentation recording below


Charities that rely on investments to support their long-term mission can take advantage of their ability to make and spend more money and encourage good corporate behaviour. However, short-term thinking can get in the way.

We live in a world that is constantly changing. Factors such as climate change, demographic shifts and technological development are reshaping our economy and society, creating great unpredictability about our global future. For charities, having a long-term approach is an advantage when faced with this degree of complexity, because trustees can adapt as things evolve in order to maintain an unwavering focus on their charitable goals.

Companies that think in the long term, and that exhibit allied environmental, social and governance behaviours, are more likely to generate sustainable financial and social benefits over the long term. For charities that rely on investments, history shows that a long-term approach also helps them to ride volatile markets, survive shocks and maximise returns. So there are financial as well as social advantages to investing in the long term. Our research has shown, however, that operational and governance time frames can get in the way of trustees’ long-term goals.

The webinar, presented by the authors, Kate Rogers, Head of Policy and Richard Jenkins, Charity Consultant will share the findings from the report, with the opportunity to pose questions throughout.


  • Time and Money

    Kate Rogers and Richard Jenkins


Kate Rogers

Kate Rogers

Cazenove Charities
Head of Policy

Kate is Head of Policy at Cazenove Charities. She started working in the industry in 2000, specialising in charity investment, having joined Schroders Charities in 2005 after four years with the charity team at Kleinwort Benson Private Bank.

Kate is Chair of the Charity Investors’ Group (CIG), recently working with HM Treasury, the Charity Commission for England & Wales and the Financial Conduct Authority on establishing the Charity Authorised Investment Fund structure first announced in the 2015 Budget. Kate regularly writes on charity investment in the sector press. With CIG and Charity Finance Group she produced a guide to written investment policies. In 2015 she co-authored with Richard Jenkins Intentional Investing, published by ACF, and in 2013 For Good and Not For Keeps, also with Richard Jenkins and published by ACF.

Kate is a CFA Charterholder and has a BSc (Hons) in Natural Sciences from the University of Durham. She sits on a number of charity boards, is a Governor of the Cripplegate Foundation, Chair of her local community charity, and a Governor of her local primary school.

Richard Jenkins

Richard Jenkins

Independent Consultant

Richard is an independent researcher and consultant in the foundation sector including as an Associate of the Tudor Trust. He was previously Head of Policy for the Association of Charitable Foundations (ACF). He has been a Trustee of a grant-making endowed charitable foundation, Chief Executive of an educational charity, and civil servant leading on funding policy for the VCS.

He is the author of numerous policy and research papers, including The governance and Financial Management of Endowed Charitable Foundations (2012), ACF; For Good and Not For Keeps (2013), ACF, with Kate Rogers; Intentional Investing, (2015), ACF, with Kate Rogers; Research Briefing: Charitable trusts and foundations’ engagement in the social investment market, with Nikki Jeffrey, (2013), ACF; Giving Trends Top 300 Foundations Report, and Family Foundations Giving Trends, with Cathy Pharoah and KeiranGoddard, (2014) ACF.

Richard 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.


Contact Cazenove Charities

Achieving your charity's investment objectives takes time and thought. To find out how we can help you please contact:

Giles Neville

Giles Neville

Head of Charities giles.neville@cazenovecapital.com
John Clifton

John Clifton

Business Development Manager john.clifton@cazenovecapital.com