Third Sector’s Pounds & Purpose
Join us to learn about the finance and tech strategies that will future-proof your charity and strengthen your mission for the long term
Agenda
Charity finance leaders face challenges around economic volatility – from ensuring funding stability amid donor uncertainty to rising operational costs. All while remaining fiercely dedicated to your mission.
Join our session to learn about:
- Building resilient fundraising, balancing income types and establishing strong reserves to clearly communicate your charity's financial health.
- Implementing strategic budgeting and controls to maximise charitable funds and prioritising programmes based on their measurable impact.
- Using data to quantify social impact and providing evidence for challenging strategic resource allocation choices.
- Using technology to free up resources in time-poor situations, allowing your finance team to focus on strategic analysis.
In a world where charities are increasingly strapped for time, writing an impact report might not be top priority. With updated SORP guidance making it a compliance necessity, this session explores how organisations can move beyond ticking boxes to create powerful reports that genuinely communicate their mission, outline achievements and connect with previously untapped audiences.
We uncover the essential actions all charities should take and demonstrate why the finance team and its knowledge of systems and data must be at the heart of this strategic process.
Tune in to our fireside chat as we explore:
- Finance as the crucial partner: Why impact reporting is becoming essential and why finance is vital to its delivery.
- Building a powerful report: Key content for a high-impact report, using data to quantify success and articulate mission achievements.
- Data, systems and innovation: How financial data and systems knowledge, combined with tech innovation, enhances reporting value and accuracy.
- Future-proofing through partnerships: Embedding reporting into future practice to secure vital partnerships and ensure organisational longevity
Break
The rapid pace and development of AI tools across the charity sector is an attractive prospect to organisations that are increasingly constrained by time and resource. But how can you ensure your charity is using it safely and for maximum effect? And what are the advantages and limitations that this new tech provides?
This session explores:
- Governance and policy: Does your charity have an AI policy? Learn about basic governance frameworks to manage risk.
- Data support: How can AI tools help support your data picture, automating cleaning and ensuring input reliability?
- GenAI safeguards: What are the essential safeguards when using generative AI tools, focusing on confidentiality and IP risks?
- Case studies: We’ll share real-world cases of organisations using AI to great effect, highlighting specific productivity and cost gains
SORP 2026 just made impact reporting mandatory. Plinth makes it automatic.
Here's how: Your caseworker has a conversation and presses record. AI transcribes it, structures it into case notes, and tags outcomes automatically. That's 30-45 minutes per day back - time with people, not paperwork.
Every note gets quality-checked against your standards. Managers see who's progressing in real-time, not three months later. The prevention work that actually worked becomes visible.
End of year? Click one button. Your impact report generates automatically - charts, case studies, SORP-compliant formatting. In one click.
You don't write the report at the end. The report writes itself as you work.
While others scramble to prove impact retrospectively, Plinth captures it as a natural by-product of doing good work.
Less time proving impact. More time creating it.
Lunch
Charities SORP 2026, effective from January, is more than just a compliance update. It’s an opportunity to strengthen your governance and better tell your charity’s story.
Join us for a spotlight session from the CFG discussing all the biggest changes that came into the SORP in January 2026 and the crucial elements for charities to keep on top of.
Don’t let the new rules catch you out. This session provides the practical, actionable insights you need to turn compliance challenges into a powerful opportunity for enhanced trust and financial clarity.
Break
The world of philanthropy is changing at pace. In an environment where funding is in decline and people are making fewer donations, how can organisations evolve and tap into the charity landscape of the future?
Our expert panellists discuss three critical pillars that will shore up your charity’s future:
- How to shift from being recipients of government funding to becoming essential strategic partners.
- How to tap into the transformative wealth and strategic vision of high-net-worth individuals.
- And how to demystify and deploy strategic social investment to scale impact where traditional funds fall short
Are you relying on unpredictable, short-term funding cycles? This session moves charities from surviving to thriving, focusing on building long-term financial resilience and perpetual impact. We show you how to integrate mission and finance by actively using purpose-aligned pledges and strategic capital to create measurable, lasting financial security.
We cover three core strategic areas:
- Pledge conversion: Techniques for structuring aspirational commitments (legacy gifts, major donor pledges, multi-year grants) to generate predictable cash flow and build financial trust.
- Balance sheet resilience: Practical guidance on establishing robust reserves, successful endowment building, and aligning investment strategy with mission values.
- Future-proof finance: Shifting your finance team from reactive compliance to a proactive strategic partnership, positioning your charity to withstand sector shocks and confidently deliver on its purpose for decades to come.
Join us to transform your financial roadmap and ensure your charity’s purpose is secured by pounds today and pledges for the future.
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