Events listing

An introduction to social investment for foundations


  • Jessica Tryell, Development Manager, Bank Workers Charity
  • Mark O’Kelly, Head of Finance and Administration, Barrow Cadbury Trust
  • Danyal Sattar, Social Investment Manager, Joseph Rowntree Foundation

Event details

This is an introductory session for foundation staff and trustees who are new to social investment. The seminar will incorporate a clear overview of what social investment is and will explore the different types of investments that are encompassed within the term ‘social investment’.

Through presentations and discussions, we will look at:

  • The external context: due to the current external context, organisations increasingly have to deal with challenging new forms of funding e.g. income generation, contracts. Through providing social investment, foundations can provide a really important, capacity building and transitioning function for organisations; social investment can be a simple, patient, supportive, unsecured and long term loan that can be the equivalent of unrestricted funding.
  • How social investment can fit together with grants: social investment is not ‘other’ and foundations don’t have to make a binary choice – it is a sliding scale. There are plenty of opportunities for foundations to use their grant making to do things like underwriting, guarantees, repayable grants and grants plus to help organisations.
  • The practicalities:through practical examples, we will look at how social investment is different from making a grant and where there are connections with impact measurement, identifying good opportunities, carrying out due diligence, and monitoring.
  • Impact: we will explore how to can align social investment with our core purposes and missions.

By the end of this seminar you will be in a better position to explain social investment to the person on the street, and be able to ascertain if social investment, in any of its different forms, is something for your foundation or not.

Will interest

Foundation staff and trustees who would like to find out about what social investment is and what it involves, and to start to think through whether it might be appropriate for them.

The presenters of the seminar are all experienced practitioners from foundations who make social investments. 

Contact| 0207 255 4499


Cost to members: £62

Cost to non-members: £88

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