Finance in Grantmaking Special Interest Group

Wednesday, 21 Mar 2018, 11:45 - 14:30


Preparing for GDPR

Threats around the potential impact of GDPR are difficult to miss, but will the proposed changes make a significant impact on foundations and grantmakers? Whilst much of the discussion has focused on the impact for fundraising charities, there are also elements of the regulation which non-fundraising charities need to adhere to.

This meeting will outline the areas that will specifically impact grantmakers, and how you can take steps to ensure you are ready once the regulations are implemented.

Kindly hosted by




Arrival and refreshments

12:00 - 12:05

Introduction by the Chair
Welcome and introduction to the meeting
Andrew O'Brien, Director of Policy and Engagement, CFG

12:05 – 12:15

Icebreaking session

12:15 - 12:50

Session 1: Practical elements of preparing for GDPR
The implementation of the GDPR is fast approaching, with much media focus around the expected impact. Grantmakers will need to consider how they manage and store data, particularly when dealing with sensitive records and beneficiary data. They will also require an understanding of how to demonstrate legitimate interest and implied consent for communicating with grantees and the public.

This session will offer expert advice on the areas of the regulation which will impact your organisation, and steps you should be taking to prepare.
Richard Evans, Partner: Head of Risk and Assurance, Crowe Clark Whitehill

12:50 - 13:10

Roundtable discussions

13:10 - 13:50

Working lunch and discussion

13:55 – 14:15

Grantmaker Case Study
Hear from a foundation/grantmaking organisation who has started taking steps to ensure their charity is ready for GDPR. You will learn what areas they have looked at, and the changes they have made to prepare for 25 May.
Mark O'Kelly, Director of Finance and Administration, Barrow Cadbury Trust

14:15 – 14:30

Troubleshooting discussions
A peer-led discussion where attendees can explore GDPR related issues that they are currently dealing with, as well as an opportunity to share any steps they have taken to prepare.


Chairs' summary


Meeting close

Venue Details


Rathbone Investment Management, 8 Finsbury Circus, LONDON, EC2M 7AZ

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Bookings & Prices


  • CFG Charity Member - FREE;
  • ACF Member - FREE;

Terms and Conditions:

Written notice of cancellations up to 21 days before an event will incur a 25% administration fee. After this time period, a 100% cancellation charge will apply. Substitutions (i.e. name changes) for the course booked can be made free of charge.

CFG reserves the right to cancel any event two weeks prior to the event date. You will be entitled to a full refund or given the opportunity to transfer to an alternative date. However we regret that we cannot refund any travel or accommodation costs incurred by delegates. CFG accepts no liability if an event is cancelled or postponed for reasons beyond our reasonable control resulting from an act of God, governmental regulation, fire, war, terrorist activity or civil commotion.

It may be necessary for reasons beyond our control to change the date, time or the venue at any time prior to the event date. If this occurs you will be informed of changes and given the opportunity to cancel or transfer to an alternative date.

CFG reserves the right to amend the content of the programme or the speakers where necessary without consulting booked delegates.

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