Planned Giving, Planned Philanthropy: An interactive conference for professional advisors and charities engaged in major giving

12 November 2008
Planned Giving, Planned Philanthropy:
An interactive conference for professional advisors and charities engaged in major giving and philanthropy

Keynote Speaker: Jamie Cooper-Hohn, Children’s Investment Fund Foundation (CIFF)

Chair for the Day: Ceris Gardner, Allen and Overy LLP

Venue: Allen & Overy LLP, One Bishops Square, London, E1 6AD

Morning Sessions

8.30am Breakfast and Registration

9.15am ‘The future of Planned Giving and Philanthropy in the UK: an introduction to the day’s discussions.’
- Simon Weil, Bircham Dyson Bell LLP
- Nicola Evans, Bircham Dyson Bell LLP

10.00am ‘A Review of Public Benefit and its implications for philanthropy’
- Kenneth Dibble, Charity Commission
- Lindsay Driscoll, Bates Wells and Braithwaite
- Professor Peter Luxton, Cardiff University
- Christopher McCall Q.C., Maitland Chambers
- Chaired by Simon Weil, Bircham Dyson Bell LLP

10.45am Coffee Break

11.15am ‘Offshore Philanthropy: The Role of Star and Purpose Trusts’
- Vanessa Lovell-Schrum, Appleby

11.45am ‘Looking Beyond the UK: High-level charitable giving from the US, Europe and offshore jurisdictions.’
- Ludwig Forrest, King Baudouin Foundation
- Ineke Koele, Benvalor
- Suzanne Reisman, Law Offices of Suzanne A. Reisman
- Chaired by Clive Cutbill, Withers LLP
12.30pm Keynote Speaker:
- Jamie Cooper-Hohn, Children’s Investment Fund Foundation (CIFF)

1.00pm Lunch Break

Afternoon sessions

2.00pm ‘Turning Away Six-Figure Sums: A review of the “substantial donor” legislation in light of the recent consultation with HMRC’
- Susan Mackenzie, Philanthropy UK
- Richard Bray, Cancer Research UK and Charity Tax Group
- Kevin Russell, Stewardship
- Emma-Jane Weider, Allen & Overy LLP
- Chaired by Jacob Rigg, Society of Trust and Estate Practitioners (STEP)

2.45pm ‘Ethical and Socially Responsible Investments versus Maximum Returns: what choices do charity trustees have?’
- Emma Howard Boyd, Jupiter Asset Management

3.15pm Coffee Break

3.45pm ‘Performance Philanthropy, Performance Investing: Would you invest in a charity that mismanages its assets?’
- Matthew Lonsdale, P-Sigma
- Bruce Rogerson, P-Solve

4.15pm ‘Philanthropy and the Wealth Advisor: Integrating philanthropy into your service to high-net worth clients’

- Karen Astbury, Charities Aid Foundation (CAF)
- Daniela Barone Soares, Impetus Trust
- Martin Brookes, New Philanthropy Capital (NPC)
- Clive Cutbill, Withers LLP
- Sebastian Dovey, Scorpio Partnership
- Chaired by Paul Knox, J.P. Morgan

5.00pm Post-Conference Reception and Drinks

Programme Co-ordinator, Richard Bendell – richard@plannedgiving.org.uk

Conference fees:
EAPG members: Charity £95 For-Profit £395
Non-members: Charity £195 For-Profit £495