About
Liz's work spans governance, operations and philanthropy, supporting clients in establishing, managing and collaborating with charities. She is often advising charities on transactions including mergers and other restructurings.
Charities
Liz advises charity clients on the range of governance, operational, commercial and regulatory matters, helping them operate effectively and achieve their strategic objectives.
She supports charities with governance reviews and projects to improve how they are structured and run, advises on commercial and fundraising initiatives, and guides clients through regulatory requirements to ensure they remain compliant.
Liz also works with charities on restructurings, mergers and collaborations, helping bring together resources and expertise where appropriate, and advises charitable foundations on funding and grant-making arrangements aligned with their charitable purposes.
Liz has worked with many large and well-known charities. She advises CIOs, companies, trusts and Royal Charter bodies.
Business
Liz advises businesses on their corporate giving, helping them structure and deliver charitable initiatives in a way that aligns with their wider objectives. This includes advice on particular collaborations as well as more structured giving through setting up a corporate foundation. She acts for a number of corporate foundations as part of her work for charities.
Individuals and families
Liz advises individuals and families on their charitable giving, including the establishment and ongoing operation of charitable foundations. She works with clients to structure their giving in a way that reflects their personal priorities and long-term objectives, helping them create a clear and sustainable approach to philanthropy.
Professional memberships
Liz is a member of the Charity Law Association and an affiliate member of the Society of Trust and Estate Practitioners (STEP).
Practising jurisdiction
Liz is admitted to practise in England and Wales.
Experience
- National and regional charity mergers, project transfers and organisational restructurings.
- Collaborative arrangements and joint working initiatives for charities and not-for-profit organisations.
- Restructuring of charitable funds and governance frameworks.
- School mergers and governance matters for independent schools.
- Philanthropic giving programmes, partnerships and grant-making structures.
- Charitable giving strategies and foundation establishment for individuals, families and family foundations.
- Donor advised fund arrangements.
- Establishment of new charities.
- Governance reviews, constitutional changes and policy development for charity trustees and boards.
- Cross-border projects and collaborative initiatives for UK and international charities.
- Charity Commission consents and other regulatory matters.
- Commercial activities and fundraising initiatives.
