Skip to Content

Fundraising & Trading

Fundraising & Trading

About

Finance and funding for a charity or an educational institution is the same yet different to that for other businesses. Charities and educational institutions are subject to the need for funding and financial control like all businesses, but the issues and restrictions differ. There are statutory and regulatory requirements for the unwary.

Our Charity and Education experts work with corporate, commercial, banking and private wealth colleagues to ensure charities and educational institutions have exactly the right advice and are protected from inappropriate terms required by banks, commercial organisations, donors, grant makers or recipients, and also that internal financial arrangements are correct.

Our advice covers:

  • Trading subsidiaries and inter company arrangements 
  • Tax mitigation
  • Permanent endowment restrictions
  • Restricted and designated funds
  • Prize funds, awards and bursaries
  • Fundraising Regulator and HMRC compliance
  • Professional fundraising and commercial participation arrangements
  • Failed appeals 
  • Lotteries
  • Internal financial controls and policies
  • Risk management systems
  • Borrowing, lenders' terms, and security
  • Warranties, indemnities and guarantees
  • Major grants and clawback arrangements
  • Project finance and PFI
  • Financial difficulties and insolvency

Key Contacts

Virginia Henley - Senior Associate

Virginia Henley

Senior Associate

01604 463345

+ Read More

Anisah Ahmad - Charities Executive

Anisah Ahmad

Charities Executive

020 7400 5036

+ Read More

Meet the team

Latest testimonials

"On behalf of the trustees who attended your excellent training session yesterday, a very sincere thank you. It was excellent and I know it gave those present a lot to think about!"
A Cambridge Charitable Foundation


"Thank-you Virginia for all your help and guidance directing us through the charity incorporation process - you have been so very helpful. When colleagues have spoken to me about the conversion process, I have always, and will continue to, recommend you."
Psoriasis Association

"Thank you so much for a thought-provoking and vital presentation. I am very grateful to you. It will help immensely. All best."
Mr D

Back to top