Alternative Income Generation

Coronavirus Leadership Accounting and reporting Financial sustainability Risk Investment

Tuesday 6 July 2021

Join us for our Alternative Income Generation conference for charities and non-profits, equipping you with inspiration, shared learning and specialist insight to help strengthen your financial sustainability in 2021 and on your journey ahead.

With traditional methods of income generation under pressure and a tough economic environment, this conference provides the opportunity to explore new options and how these could contribute to your planning.

You will hear from the experts offering expertise into alternative income generation routes, including collaborative income generation, corporate partnerships, income generation strategies for small and larger charities and how you can maximise the cooperation between finance and fundraising teams. There will also be practical sessions sharing tips on writing effective grant applications and how to demonstrate the value of what you do.

This is a one-stop shop to discover alternative forms of income and how to take a step towards introducing them into your organisation, with two streams of sessions so you can tailor your day. The event also provides a valuable forum you to connect with those offering specialist services and peers across the UK already achieving success through fresh approaches.

Who is this event useful for?

This event would be valuable for finance directors and finance managers looking to expand income streams as well as chief executives and trustees of smaller charities.

About CFG events and membership

CFG events, training and members' meetings can count towards your continuous professional development (CPD), and this event could contribute four hours to your CPD. Contact your association for further information, or email

Becoming a CFG member gives you discounts on events and training, and access to exclusive events. Membership is open to your whole organisation. Join our community

Association of Independent Museums members can register for free CFG membership through our partnership.


Betsy Dillner, Principal Director, The Social Change Agency

Philip Spedding, Senior Manager – Advisory & Business Development, Charities Aid Foundation (CAF)

Tessa Kelly, Head of Income Generation, Habitat for Humanity

David Merriam, Associate Director, Smith & Williamson

Janine Edwards, Commercial Director, The FSI

Pat Johnson, Sandwell African Caribbean Mental Health Foundation

Gemma Sherrington, Executive Director of Fundraising and Marketing, Save the Children

Phillippa Mills, Head of Finance, Save the Children

Kerry Reeves‑Kneip​, Director of Fundraising and Communications, Sarcoma UK

Louisa Morgan, Challenge Events Officer, Sarcoma UK

Natalie Barbosa, Senior Associate, Anthony Collins Solicitors

09:30 – 09:50

Welcome and networking session

09:50 – 10:25

Income generation strategies – learning from the pandemic

For many charities, the traditional methods of income generation have been diminished during the pandemic. However, some organisations have found truly innovative methods of funding their charitable activities during this difficult time. From government grants to online fundraising, find out which have been most successful.

Philip Spedding, Senior Manager – Advisory & Business Development, Charities Aid Foundation (CAF)

10:35 – 11:10

Stream A: ESG or impact investments – opportunities and risks

Recently it has been possible for charities to actively target investments that seek to create material, measurable and positive impacts on people and the planet. This session will explore the considerations for charities wishing to engage with ESG or impact investment as well as some of the common concerns and misconceptions.

David Merriam, Associate Director, Smith & Williamson

10:35 – 12:00

Stream B: Workshop: Writing effective grant applications

This workshop will explore how to apply for grants, what funders are looking for and the different finance documents that you will come across during the process.

11:20 – 12:00

Stream A: Enabling better cooperation between finance and fundraising teams

From planning future fundraising activities through to developing a better understanding of issues such as sustainability, compliance and risk, finance and fundraising teams need to work together and share their expertise in order to ensure maximum benefit to their organisation. This session will discuss the importance of the relationship between finance and fundraising departments in order to ensure financial sustainability for the organisation.

Gemma Sherrington, Executive Director of Fundraising and Marketing, Save the Children 

Phillippa Mills, Head of Finance, Save the Children 

Networking and lunch break

14:00 – 14:35

Collaboration with other charities

Every organisation aims to achieve financial sustainability so they can continue to provide their charitable purposes. In order to achieve that goal, organisations can work together to generate income in a variety of ways, from encouraging donations to joint trading. Working with other organisations offers opportunities to pool resources and explore different income-generating practices. This session will discuss what you need to consider when planning collaborative income generating activities.

Kerry Reeves‑Kneip​, Director of Fundraising and Communications, Sarcoma UK

Louisa Morgan, Challenge Events Officer, Sarcoma UK

14:45 – 15:30

Stream A: Panel Discussion - Small Charities Focus 

Tailored for charities under £1m income


From microfinancing to crowdfunding and grants, there are a wide variety of income generation options for small charities. Join this session to find out more about what opportunities exist for small charities and which may be a best fit for your organisation.

Betsy Dillner, Principal Director, The Social Change Agency

Janine Edwards, Commercial Director, The FSI

Pat Johnson, Sandwell African Caribbean Mental Health Foundation

14:45 – 15:30

Stream B: Income generation opportunities for medium and large charities

This session will outline income generation opportunities suited for medium and large sized charity organisations.

15:35 – 16:20

Corporate partnerships

There are many different forms of corporate partnerships that can benefit both charities and their partners. However, they take work to get it right. This session will outline how you can approach setting up a successful partnership.

Tessa Kelly, Head of Income Generation, Habitat for Humanity

Natalie Barbosa, Senior Associate for Anthony Collins Solicitors will also cover the legal aspects of corporate partnerships. 


Chair's close and conference ends

Charities - Members£105.00
Charities - Non-members£160.00
Corporate - Members£250.00
Individual - Members£105.00
Individual - Non-members£160.00