Experience

Francis C Scott Charitable Trust

• United Kingdom
• 1 - 100 Employee

• Member Board of Trustees

  • Nov 2022 - Present

  The Francis C Scott Charitable Trust awards over £1 million in grants every year to charitable organisations operating in Cumbria and the very north of Lancashire. The core purpose is to support charitable organisations who enable young people up to the age of 24 in Cumbria & North Lancashire experiencing challenging circumstances to thrive. The Francis C Scott Charitable Trust awards over £1 million in grants every year to charitable organisations operating in Cumbria and the very north of Lancashire. The core purpose is to support charitable organisations who enable young people up to the age of 24 in Cumbria & North Lancashire experiencing challenging circumstances to thrive.



LCM Family Ltd

• United Kingdom
• Individual and Family Services
• 1 - 100 Employee

• Philanthropy Advisor

  • Apr 2017 - Present

  LCM Family is a multi-family office which helps individuals and families manage their financial, legal, philanthropic and business affairs. Our clients benefit from our in-house investment, legal, tax, pensions, family business, property, charity and financial planning expertise. With a breadth of senior professionals, we work as a team to provide the best overall advice for every client. We are also very happy to work closely with our clients’ existing professional advisors to join up different areas of financial planning and investments. Providing an exceptional knowledge of the charity sector, I am able to inform and guide private clients in philanthropy, long term charitable planning and social impact investments, I play a valuable role in keeping the preservation of wealth at the forefront of conversations by helping clarify family and social values as part of legacy planning. I currently sit on the following committees/working groups: - Charity Tax Observers Group (CTG) - Venture Philanthropy Special Interest Group (Big Society Capital) - STEP Philanthropy Programme Special Interest Group - Philanthropy and Technology Working Group (convened by Philanthropy Impact) - Fellowship Working Group - Beacon Collaborative Show less



The Together Plan

• United Kingdom
• Philanthropic Fundraising Services
• 1 - 100 Employee

• Funding and Development

  • Jan 2016 - Mar 2017

  -Led the design and implementation of a new business plan across the UK and Belarus for a charity working with Jewish communities in the former Soviet Union. -Supported the CEO and Board in strategy development, culture and financial security. -Supported the creation of a s Salesforce database, alongside marketing, research and operational models. -Engaged and recognised significant volunteer workforce, improving communication and motivation. -Led the design and implementation of a new business plan across the UK and Belarus for a charity working with Jewish communities in the former Soviet Union. -Supported the CEO and Board in strategy development, culture and financial security. -Supported the creation of a s Salesforce database, alongside marketing, research and operational models. -Engaged and recognised significant volunteer workforce, improving communication and motivation.



Planned career break

• Ireland
• Individual and Family Services
• 1 - 100 Employee

• Self Employed

  • 2007 - 2015

  Managed two separate direct sales businesses around family commitments; recognised at corporate level for top UK sales figures on several occasions. Managed two separate direct sales businesses around family commitments; recognised at corporate level for top UK sales figures on several occasions.



Aerides Ltd, Schroder Family Office

• London, United Kingdom

• Charity Manager

  • 2006 - 2007

  -Working with three generations of the Schroder Family to support modernisation of the historical family charities. -Managed a collection of significant private family foundations, representing them publicly. -Establishing better communication and accountability and supported philanthropic succession planning. -Moved culture from 'cheque book giving' to a joined-up strategy across the group. -Working with three generations of the Schroder Family to support modernisation of the historical family charities. -Managed a collection of significant private family foundations, representing them publicly. -Establishing better communication and accountability and supported philanthropic succession planning. -Moved culture from 'cheque book giving' to a joined-up strategy across the group.