Corporate Membership

CORPORATE MEMBERSHIP

INSPIRING THE DEVELOPMENT OF A FINANCIALLY CONFIDENT, DYNAMIC, AND TRUSTWORTHY CHARITY SECTOR

“ Crowe are delighted to partner with CFG. Its small team focuses on delivering value for its members by partnering with organisations like ours to deliver events and meetings in a cost effective way. CFG has become an essential part of the UK charity sector, being at the forefront of raising standards for financial management and reporting and advocating on behalf of its members.”

CORPORATE MEMBERSHIP

Crowe Clark Whitehill

ABOUT CFG

INSPIRING A FINANCIALLY CONFIDENT, DYNAMIC AND TRUSTWORTHY CHARITY SECTOR At Charity Finance Group (CFG), we’re proud to be a thriving membership organisation.

Our members are at the heart of everything we do, and their involvement and contributions help to create a dynamic and collaborative environment.

Charity Finance Group 15–18 White Lion Street London N1 9PG First published 2018 Copyright © Charity Finance Group All rights reserved Phone: 0845 345 3192 Website: www.cfg.org.uk Email: info@cfg.org.uk Designed by Steers McGillan Eves www.steersmcgillaneves.co.uk

It’s our aim to inspire a financially confident, dynamic and trustworthy sector. We are led by our goal to enable charities to achieve greater impact for their beneficiaries.

Charities and social change organisations turn to our membership resources, helplines and publications for essential financial know-how, and our extensive programme of events and training to improve their leadership qualities and skills.

We work closely with finance professionals and those in governance roles, but we believe better financial management also benefits a much broader audience. This is reflected through our wide-ranging work with non-finance professionals, members of the public, corporates, foundations and regulators. We work hard to influence policy makers on the issues which matter most to our members.

HOW DO CORPORATE MEMBERS FIT IN? We couldn’t do all of this without the expertise and knowledge of our corporate members, whose contributions come in many forms – from speaking or exhibiting at CFG events, writing articles and publications for our members, to offering resources in kind or sponsorship.

Our corporate members represent a variety of service areas including legal, accountancy, tax, investment, IT and many more. Each have experience and a vested interest in the charity sector.

Becoming a corporate member gives your organisation a unique opportunity to contribute to the development and growth of the charity sector. Not only that, joining our growing community gives you access to an unrivalled network of charity leaders and enables you to position your company and key individuals as trusted experts.

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OUR CHARITY MEMBERS...

NORTHERN

194

YOUR PATHWAY TO GET CONNECTED TO THE UK’S LEADING CHARITIES

1,465 CHARITY MEMBERS MANAGE OVER

£21bn

More than 85 of these charities have an annual income of £50m plus; a significant percentage of the

TOP

100

MIDLANDS

146

HIGHEST-EARNING CHARITIES IN THE UK

2,500

5,503

CHARITY PROFESSIONALS attend our events

IN NUMBERS

EVENT ATTENDEES & FINANCE PROFESSIONALS receive our updates

SPECIAL INTEREST GROUPS (SIGs) for members with a particular interest in community accounting, grant-making organisations, overseas charities and large charities to share knowledge and ideas.

“ Being able to communicate across the charity sector with other professionals is invaluable, and shared learnings from CFG conferences, seminars and events that we have attended have helped support our work in many ways.”

Parkinsons UK

OVER

(which represents almost one third of the sector’s income).

CORPORATE MEMBERSHIP

156 SOUTH WEST & WALES

LONDON

893

BY INCOME & LOCATION

*All stats taken from CFG’s 2016-17 Trustees’ Annual Report

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EVENTS, TRAINING & CONFERENCES

UNIQUE OPPORTUNITIES TO RAISE YOUR COMPANY’S PROFILE

ANNUAL CONFERENCE Our Annual Conference is the must-attend charity finance event of the year, and, with an average attendance of around 600 people, the biggest gathering of charity finance professionals in the UK. The Conference offers five streams of presentations and workshops, each with a different focus, and a wide range of options for exhibiting and sponsorship.

TECHNICAL & REGIONAL CONFERENCES We run around eight conferences every year, forming the basis of our events programme and giving members the chance to network with peers and learn from sector experts.

Our strong annual programme of over 100 events, conferences and training sessions is a core attraction for our charity members – and they also offer many benefits for our corporate members.

Conference topics include Gift Aid, VAT, IT, governance, risk and more.

We also hold three annual conferences in our regions: The North, Midlands and South West and Wales.

HOW YOU CAN BENEFIT FROM OUR EVENTS PROGRAMME ATTEND MEMBERS’ MEETINGS

REDUCED PRICING AND EXHIBIT AT EVENTS EARLY BOOKING WINDOWS Another chance to put

Anyone in your organisation can attend members’ meetings in your region for free.

As the main subscriber, you can also attend meetings in other regions.

Save money on exhibiting and attending events compared to non-members.

NETWORK WITH OUR CHARITY MEMBERS At our events we allow plenty of time for networking during a lunch or drinks reception, allowing you to grow your contacts and talk to voluntary sector professionals on a one-to-one basis.

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SPEAKING OPPORTUNITIES AT OUR EVENTS, TRAININGS AND CONFERENCES A fantastic opportunity to demonstrate your credentials, raise your profile and position your organisation as a leader in its field.

your brand in front of our members in a space that is relevant. Corporate members are given an exclusive two-week window to book an exhibition stand, costing between £1,000 – £3,500. Most sell out during this period (and it’s not unusual for the Annual Conference to sell out within an hour), so it’s rare for non-member firms to get a chance to exhibit.

MEMBERS’ MEETINGS We have 11 meetings a year in London and three a year in each of our regions.

The meetings offer a great opportunity to make connections and cover topical issues from preparing for audit, VAT, tax, risk and IT through to legal matters and HR.

ANNUAL DINNER Our Annual Dinner is our biggest fundraising event, hosting over 400 guests.

The dinner is a black-tie event which enables CFG to raise vital resource – the proceeds enable us to fund and develop our core work. It also gives you a valuable way to network and socialise with current clients and cultivate potential clients – many of whom will also be CFG members.

“ Our active involvement with CFG has enhanced the advice and service we are able to offer our clients.”

Quilter Cheviot

CORPORATE MEMBERSHIP

SPECIAL INTEREST GROUPS

Our Special Interest Groups (SIGs) allow members in particular subsectors – including community accounting, grant-making organisations, overseas charities and large charities – to share knowledge and ideas.

The groups meet at dedicated events and discuss the issues they’re facing with peers, offering exclusive and limited opportunity for face-to-face networking and presentations from speakers within our corporate network.

TRAINING & SEMINARS Our extensive programme of training days and seminars provides members with the opportunity to expand their knowledge and stay abreast of topical issues.

We cover a variety of topics including: the fundamentals of charity finance, trading and the law, investment, finance for non-finance managers, introductory courses to VAT and Gift Aid, and many more.

SPONSOR ONE OF OUR CONFERENCES OR PUBLICATIONS A great way to promote your company and positioning yourselves as thought leaders, while also supporting CFG’s work. This includes pre and post event coverage with co-branding for the entire event as well as exhibition space and content sent directly to delegates on your behalf. Prices range from £3,000 – £15,000.

“ Having access to the collective knowledge of both members and commercial subscribers puts CFG in a unique position, with a stronger voice to influence regulators and policy makers.”

Quilter Cheviot

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OUR PUBLICATIONS

FIND OUT HOW YOU CAN FEATURE ACROSS OUR PORTFOLIO OF PRINT & DIGITAL PUBLICATIONS

HOW CAN YOU FEATURE IN OUR PUBLICATIONS? BE A CONTRIBUTOR Provide content for our Finance Focus magazine or the CFG blog. We’re keen to hear your ideas for features, white papers or thought pieces and encourage you to suggest any topics within your areas of expertise.

HAVE A DEDICATED PROFILE PAGE Feature on the CFG website, with a link to your own site. Our members regularly use our directory as a source of reputable companies.

BE FEATURED IN OUR ‘MEET OUR CORPORATES’ EDITORIAL This section in Finance Focus magazine advertises a different corporate member each month.

OFFER YOUR EXPERTISE Our charity members rely on our online library of useful resources and our expert helplines to stay informed on issues that matter to them.

It wouldn’t be possible to provide these without input and support from our corporate members,

OUR DIGITAL PRESENCE AT-A-GLANCE

8,400 FINANCE FOCUS

THE PINK BOOK

PRACTICAL GUIDES

Our monthly magazine for CFG members provides up-to-date information and news of relevance to charity finance professionals.

Our 2018 Annual Handbook (the ‘Pink Book’) is sent to 1,600 key financial decision makers every year, including our corporate members.

We also produce a number of guides in partnership with our corporate subscribers.

This magazine is sent to our 1,465 charity members and over 2,500 digital copies are sent. As a corporate member, you will also receive a monthly copy.

Corporate members have the valuable opportunity to engage with our members by placing advertisements and a company profile in the supplier directory. This can be done as a standalone advert, or as a package with an advert in our monthly magazine.

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Recent publications include: General Data Protection Regulation: A guide for charities; Navigating the Pensions Maze; Apprenticeship Levy Guide; Essential Charity Finance for Trustees and Rethinking Risk – Beyond the Tick Box.

TWITTER FOLLOWERS

11k

FOLLOWERS on LinkedIn

CORPORATE MEMBERSHIP

so by offering your expertise you are directly helping charity professionals improve their knowledge and services.

ADVERTISE IN OUR PUBLICATIONS OR SOCIAL MEDIA Access our engaged combined social media community of 20,000 people – a great way for corporate members to communicate directly with charity finance professionals.

SPONSORSHIP OF OUR PUBLICATIONS We offer sponsorship packages within our different publications and we are always open to ideas for new topics and happy to co-produce content where appropriate.

Prices vary depending on the publication.

263,344 UNIQUE WEBSITE VIEWS in 1 Apr 2017 – 7 March 2018

10,659

UNIQUE PAGE VIEWS OF CFG BLOG in 1 Apr 2017 – 7 March 2018

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MEMBERSHIP & PRICING

CORPORATE MEMBERSHIP BENEFITS

YOUR AT-A-GLANCE OVERVIEW OF ALL THE MAIN REASONS TO BECOME A CFG CORPORATE MEMBER SPEAK CFG’s events programme boasts over 100 events every year, attended by over 5,500 delegates. Speaking at our events gives corporate members a fantastic opportunity to raise their profile and position their company as a leader in their field.

NETWORK You’ll find many networking opportunities at our regular members’ meetings, events and conferences. Our corporate members find these meetings and events provide a great opportunity to hear about the issues and challenges that charities are facing first-hand, helping them to refine their services.

HOST We are always keen to talk to members who are able to host events for us. Hosting one of our events is an excellent opportunity to raise your profile with our members at relatively little cost to yourself.

SPONSOR We run approximately eight conferences annually, and these often have two sponsors each. We also seek sponsorship for our printed and digital publications, and our Annual Fundraising Dinner.

For your company, it’s the perfect way to show your commitment to the sector, and to raise your profile amongst our members.

EXHIBIT All CFG conferences include a number of exhibition stand spaces, and corporate members are given reduced pricing and early booking windows. Most of our conference stands sell out during this period – so it’s rare for non-member organisations to be able to exhibit.

Finance Focus is read by over 2,500 people in the charity sector every month, and our blog has an average of 600 visitors per month.

PROMOTE Get a dedicated profile page on the CFG website linking back to your own site. Our members regularly use our directory as a source to search for reputable companies.

ADVISE

Our charity members rely on our online library of useful resources to stay informed on issues that matter to them and many articles and reports Unique opportunities to advertise in have been donated by professional our portfolio of publications and across advisors. By offering your expertise our thriving social media channels. and contributing to our document Our social media channels offer direct library you are directly helping access to a targeted audience charity professionals improve of around 20,000 professionals working in charity finance and our printed their knowledge and services. publications reach over 1,400 people each month. Your communications will be presented through the CFG brand, which is respected and trusted across the charity sector.

All corporate members receive a monthly hard copy of our Finance Focus magazine and the CFG yearbook. These easy-to-read resources help you to stay in touch with the issues that matter to Our portfolio of publications and your charity client base. social media channels offer many editorial opportunities to promote your company, from expert contributions and thought pieces in Finance Focus, to providing content for our blog.

ADVERTISE

CORPORATE MEMBERSHIP

THE COST OF BECOMING A CORPORATE MEMBER AND HOW TO APPLY

It’s important that our members can demonstrate significant knowledge and experience of the charity sector so if you’re interested in becoming a corporate member, we ask you to fill out an application form. We then review all applications before membership is completed, helping to ensure that our corporate members remain valuable and relevant to our charity members.

WHAT YOU NEED TO KNOW ABOUT CORPORATE MEMBERSHIP Our membership period runs from 1 April – 31 March One named individual from your company holds the membership for the organisation and will receive hard copy Finance Focus magazine Additional staff members can receive email updates and can book events at the CFG member rate, attending member meetings and events in their region.

I f individuals from regional locations would like to attend regional meetings, regional memberships can be created.

CORPORATE MEMBERSHIP PRICING Annual Subscription Fee Turnover > £1.8m

£1,800 +VAT

Annual Subscription Fee Turnover < £1.8m

£750 +VAT

Regional Memberships

£350 +VAT

PACKAGES If you are interested in discussing a package of activity across the year, get in touch.

RECEIVE

EDITORIAL

HOW TO APPLY To discuss becoming a corporate member, or to apply, please contact Dawn McNish, Director of Business Development and Events: dawn.mcnish@cfg.org.uk Tel: 020 7871 5479

Charity Finance Group (CFG) 15â&#x20AC;&#x201C;18 White Lion Street London N1 9PG 0845 345 3192 info@cfg.org.uk www.cfg.org.uk Registered charity no. 1054914 Company no. 3182826