Consultancy Projects 2001-2006

Active Community Unit, Home Office – production of ‘Independent Person’ Report on ICT Consortium bid (March 2005)

Active Community Unit, Home Office – facilitation of preliminary meeting of Voluntary and Community Sector Advisory Group (June 2003), of a meeting of officials and national voluntary organisations about FutureBuilders (January 2004) and of the ‘Financing Hub’ “Summit Meeting” of national voluntary organisations that was convened as part of the initial implementation of the ‘Change Up’ programme (July 2004).

Active Community Unit, Home Office – with the Social Enterprise Unit (DTI) and the Neighbourhood Renewal Unit (ODPM) – preparation of report on ‘Patient Capital‘ Seminar (July 2003)

Active Community Unit/Voluntary and Community Research Section, Home Office – ‘The Compact-The Challenge Of Implementation’ evaluation of the progress of the Compact Between Government and the Voluntary and Community Sector and preparation of an implementation action plan(February – April 2002) Download the Full Report or the Summary.

Arts and Business (A&B) – Preparation of research study on ‘Corporate Foundations and the Not For Profit arts sector’ (jointly carried out with B+B) (November 2004-May 2005)

Asia Pacific Centre for Philanthropy and Social Investment at Swinburne University, Melbourne – Heloise Waislitz Fellow (October 2003)

Barrow Cadbury Trust – facilitator to trustee workshops (April & November 2002 and July 2003); speaker at trustee review meetings (March and November 2005)

BASSAC (now Locality) – co-facilitator at ‘Inspiring Leadership’ networking Away Day for leaders of community anchor organisations (November 2006)

Bertram Pohl Foundation/Castle Island Music (Luxembourg) – adviser on project development (September 2006)

Big Lottery Fund – preparation of report and presentation to Board on ‘Voluntary and Community Funding Issues’ (September-October 2004)

BLISS – the premature baby charity – advice on new funding options (September 2004)

Burdett Trust for Nursing – consultancy on setting up new grant-making trust (December 2001 – January 2002)

Charities Aid Foundation – adviser to Social Enterprise Project (2003-4)

Charity Bank – adviser on new sources of capital funding (August 2003)

City Parochial Foundation (now Trust for London) – briefing on the merits of voluntary and community organisations adopting an asset development strategy (July 2002)

Community Fund – “The Investor Approach: a way forward for the Community Fund?” Research for scoping project (January – March 2002) and author of report (published June 2002) Download the Report

Community Philanthropy Initiative (CPI) – facilitator of session on ‘Is More Really Better?’ at Annual Networking Meeting: ‘The Rocky Road to Sustainability’, Athens (May 2004)

Community TechKnowledge (CTK) – assistance with organising seminar for charitable trusts and foundations (October 2002)

CORGI (The Council for Registered Gas Installers) (with On Board) – assistance with setting up The Corgi Trust (July-September 2004)

Development Trusts Association (now Locality) – adviser to Investment in Community Enterprise project (January 2002)

Dutch Oak Tree Foundation – review of grant-making procedures and processes and liaison between UK foundation and d.o.b foundation, Veessen, The Netherlands (September 2005-June 2007)

EKOS Economics and Regeneration, Glasgow – associate member of team undertaking evaluation of Futurebuilders Scotland (2006-2007)

European Foundation Centre – review of Community Philanthropy Initiative (March-October 2006) Download the report

Gatsby Charitable Foundation – and other Sainsbury Family Charitable Trusts – consultant on social renewal programmes (2001-2007)

HM Treasury futurebuilders project – consultant to HM Treasury planning group (2003)

Impetus Trust – adviser to a venture philanthropy fund 2001-2004

Institute for Philanthropy – adviser to feasibility project on development of Guidestar UK (September – December 2002)

Lister Charitable Trust – adviser to Lister family on options for further development and governance of Trust (February-August 2006)

London Community Foundation – Review (funded by the Mott Foundation and the ODPM) of the progress to date of the London Community Foundation and the prospects for future development (December 2003-March 2004)

London Housing Foundation – adviser on shortlisting tenders for three projects (January – February 2002) and evaluator of Homeless Impact programme (September 2002 – October 2003)

Mission, Models, Money – co-leadership of two strands of work of a project designed to help arts and cultural organisations develop their financial and organisational sustainability: ‘New and Alternative Financial Instruments: Going Beyond Grants and Donations – enlarging the financial toolbox’ (September 2006-February 2008) Download the Report and ‘Mission Accomplished – ensuring good governance in challenging times’ (September 2006-March 2007)

National Children’s and Young People’s Week Consultation – co-facilitator of consultation meeting at the Office of The Children’s Commissioner (December 2006)

National Council for Voluntary Organisations (NCVO) – preparation of ‘Strategic Agenda’ paper on Financing the Voluntary and Community Sector-Future Prospects and Possibilities, published within ‘Voluntary Action – meeting the challenges of the 21st Century’ (November 2004)

NCVO Sustainable Funding Project – advice to new staff and about new publication (May & September 2004)

New Philanthropy Capital – adviser on development of venture philanthropy project (December 2001 – April 2002); consultant to research and advisory service for donors (March and November 2003 and May 2004)

Nuffield Foundation – member of the interview panel for the Commonwealth Programme (September 2002, October 2004 and October 2006)

Oak Foundation (Oak Philanthropy UK) – programme review consultancy (April 2005)

Open University – consultant to the Development Office (July – October 2002)

Paul Hamlyn Foundation – consultant to trustee policy review (November 2001) and to CEO recruitment (May 2004); facilitator to trustee strategy review residential meeting (May 2005); and to follow-up to trustee strategy review (April 2006)

Resolution Foundation – assistance with setting up new Foundation (July-October 2005)

Samworth Foundation – adviser to trustees of family foundation

Social & Community Enterprise Training Consortium – consultancy on feasibility of a learning bursaries scheme for managers and board members of social and community enterprises (January-March 2005)

Trans-Atlantic Future Funders Forum – facilitator for UK/US seminar on Innovative Foundations at The Rensselaerville Institute, near Albany, New York State (January 2005)

Tubney Charitable Trust – consultant to trustees’ Strategy Review (September-December 2003)

Tudor Trust – adviser to meeting of staff and trustees to review social investment policy (September 2006)

United Response – advice to Communication and Fund Raising staff (January and May 2006)

UnLtd – advice to UnLtd Ventures team (June 2004); facilitator to research seminar on ‘Impact’ (April 2005)

Vodafone Group Foundation – consultancy on grant-making processes and procedures (October 2004-September 2005) and on development of Governance ‘Toolkit’ (January-July 2006) for Vodafone Foundations; contributor to Vodafone Foundations global workshops in Lisbon (December 2004), Newbury (July 2005 and July 2006) and Athens (December 2005)