New charity conference launches in Bath

By Anita Jaynes on 30 November, 2018

The inaugural South West Charity Conference is being held at Bath’s Apex Hotel on Thursday 7th February 2019.

The event is a Business Exchange initiative designed to support local charities and third sector organisations, helping them look at new ways to grow and diversify. The key theme of the conference will be the future of the third sector.

Key subjects for the day include alternative funding streams, investment strategies, adapting donation platforms to a cashless society and brand creation to drive engagement and loyalty.

Event organiser Anita Jaynes said: “Having worked in the charity sector, corporate social responsibility has always been close to my heart. Since launching The Business Exchange I have always supported local charities giving them free space in my publications in print and online to talk about their causes and appeals. I also encourage other businesses to send in their stories, promoting their fundraising activities and creative ways of giving back.

“We have partnered with some of the region’s largest and most impactful firms to bring together this first for Bath and the South West. Charity and third sector specialists Stone King LLP, Milsted Langdon LLP, Novia Financial– one of Bath’s biggest givers and Fidelius Group are partnering to deliver this special one-off event.”

Henry Cobbe

Henry Cobbe, Head of Copia Capital Management, part of Novia Financial will discuss the importance of investment strategy in the third sector. Pippa Russell, Novia Financial and trustee of Novia Foundation said: “We are absolutely thrilled to be part of this exciting charity conference helping to support the growth of local charities in Bath and the South West. With a fantastic line up of speakers announced including such diverse topics as branding support and investment strategy; we are very much looking forward to being involved.”

Heading up the Alternative Funding Streams discussion is Jim Grant, CEO, of wealth management firm Fidelius Group. Jim said: “Financial giving to charities is both valuable and essential, but not every company is able to provide financial support, and even those that are seem reluctant to commit to a reliable flow of donations. This can present significant challenges to those smaller charities whose purpose demands regular outflows of cash.

Jim Grant

“A little lateral thinking reveals other ways in which companies can support charities. Fidelius has committed to support The Genesis Trust in Bath with financial donations, when possible, but also employing alternative channels. Discover the benefits of alternative funding from both a corporate and charity perspective.”

Stone King’s Tim Rutherford will be facilitating a discussion on supporting charity trustees in their engagement with millennials. Stone King LLP was a choice partner for the charity conference as it continues to be a top tier law firm as recognised in respected legal guides Chambers, the Legal 500 and The Times Best Law firms. Its “excellence” in education law was also recognised by Chambers and the Legal 500.

Tim Rutherford

Partner, Tim Rutherford, is head of the charity and social enterprise sector for the firm. Tim has been recognised by the Legal 500 for his work in the sector and was noted as one of the two leading individuals advising charities in the South West. Tim commented: “Stone King is recognised nationally, as well as having a strong presence in the South West, for its excellence in advising charities and voluntary sector organisations and is ranked as one of the top 3 law firms in this area in the Chambers and the Legal 500 directories. We are therefore delighted to take part in this conference and look forward to meeting delegates from across this vibrant sector.”

Gill Freeman

Representing accountancy firm Milsted Langdon is Gill Freeman, partner and head of charity and not-for-profit sector. Gill has been advising charities and not-for-profits for over thirty years and has extensive experience in the education sector. Gill said: “This inaugural conference will be an exciting and innovative event for our charity and not-for-profit clients and contacts. As well as hearing from an expert line-up of speakers, attendees will have the opportunity to meet new connections in similar roles and organisations to learn from each other and share experiences – something we’re very passionate about and I’m so pleased we can facilitate such an event.”

The event is aimed at South West-based charities and not-for-profit organisations and will take place on Thursday February 7th 2019 at the Apex City of Bath Hotel from 9am – 1pm. Registration desk to open at 8:30am. Tickets are priced at £30+VAT this price includes refreshments and a buffet lunch.

To find out more and to book your attendance visit: or email: