Annual Conference Week - Online Workshop 4

Tuesday 28 June 2022

Please note, due to insufficient number of participants this workshop will not be delivered in the planned format. The workshop facilitators would still like to ensure that those who have signe up to this session still have a chance to discuss the issues you are facing regarding their properties and will be holding a drop in support meetings at the time of the workshop (1pm-2:30pm on 28th June). If you would like to arrange a one-on-one drop in session at that time, please email CFG at and we will pass your enquiry to the speakers.


Is your real estate fit for purpose?

Understanding how property decisions can maximise your charitable impact


This workshop will provide an overview of the regulatory system, upcoming changes and your obligations in dealing with property. The speakers will cover headline matters from a surveyor’s perspective which will provide delegates with an overview of the regulatory system when it comes to disposing of charity property, the upcoming changes to the Charities Bill and what this means in practice.

Discover the importance of understanding your estate, and your direction

Understanding charity estate is key to ensure your property is suitable for purpose, you meet your beneficiaries needs and that you keep costs and management to a minimum.

Balancing your options – sell, lease, redevelop or refurbish?

If an exit is considered, make sure you are aware of your options in full and take professional advice before you proceed down a particular route. This can save valuable time and resources, maximise value and meet your regulatory requirements.

Process of selling charity property including when to take advice

Often overlooked is how much time it takes to prepare for a disposal, what is involved and how long it takes to compete a sale under the various scenarios. We will provide insight into to the sale process. 

  • What should charities do with receipts from sale
  • Environmental, Social and Governance – what does this mean to you
  • Top tips for investing in property
  • Impact on Covid-19 on the real estate market
  • Common issues effecting charity trustees

Property related including consolidation, repurposing and assessing space requirements.

Practical examples of charities and their property strategy.


How to book:

You can purchase the digital workshops ticket below. If you are a small charity or would like to purchase a bundle of three or more workshops, please email the events team at

Annual Conference Week digital workshops are available free to those who have purchased their tickets for the in-person day on Thursday 30th June.


If you like this workshop or if you are not able to attend in-person the Annual Conference, you can still get involved!
We have scheduled several accompanied workshops, including this one, which will be running online in the days preceding the Annual Conference Day. Other workshops are:

Creating a positive agenda on charity risk

How to achieve impact maturity for purpose-focused charities

Aligning our budgets to our purpose

The power of asking questions

Engaging with local communities

Operating internationally, are we covering our risks?


When and where?

 28th June, from 13:00 to 14:30

Online via Whova platform. Joining instructions will be sent prior to the event.

About CFG events and membership

CFG events, training and members' meetings can count towards your continuous professional development. 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.



William Ray, Partner, Gerald Eve

Paul Greenwood, Partner, Gerald Eve

13:00 – 14:30

Is your real estate fit for purpose?