Social Finance: Funding for the Future #NIsocfin

Martin McCarthy Building Change Trust #NIsocfin

Simon Hamilton MLA Minister of Finance and Personnel #NIsocfin

Carolyn Sims Head of Banking. The Charity Bank #NIsocfin

Harry McDaid CEO, UCIT #NIsocfin

Simon Rowell Strategy and Market Development Director, Big Society Capital #NIsocfin

Investment Readiness and Social Finance looking to the future: The Grant makers perspective Angela Hodkinson, Atlantic Philanthropies Brendan Murtagh, Queens University #NIsocfin

Social Economy Age Programme Atlantic’s rationale Create a legacy in investment skills and a fitter more independent age sector Move away from grant-dependency by strengthening financial management capability Focus on cost control and value-added Increase earned income through social enterprise delivery Strengthen the age sectors’ ability to compete for contracts PROGRAMME AIMS 1.To skill the sector in investment readiness, trading and commercialisation; 2.To capitalise the sector to scale up its capacity in commercial service delivery; 3.To develop social enterprises in the leading age agencies; 4.To develop a stronger cadre of social entrepreneurs in the age sector; 5.To strengthen access to the mainstream labour market for older people who want to stay in work; and 6.To develop alternative methods of offering services to the most excluded older people.

What was funded? Investment Readiness – Charity Bank, University of Ulster and partners Strengthening lending in the age sector – Charity Bank Strengthening social entrepreneurs in the age sector – UnLtd Ignite Programme Developing coproduction of services using age based Time Banks – Volunteer Now Age based Intermediary Labour Market interventions – GEMS KESTRAL programme Social enterprise model – Bryson Charitable Group, Home Improvement Agency

Investment readiness programme Regional, sub-regional and local level Scaling up the sector – 24 places per annum in university based programme; – 103 participants over the life of the programme; – 80 people per annum involved in social enterprise training and development; – 25 organisations supported in trading and social economics per year; and – 30 Workshops to support the financial literacy of the age sector. Clearer set of competencies for the age sector Module 1: Strategic and Business Planning Module 2: Sources of Finance Module 3: Financial and Social Impact Measurement Module 4: Risk Management Module 5: Financial Stakeholder Marketing Module 6: The Procurement Process Module 7: Embedding the Plan Module 8: Advocacy.

KESTREL ILM Impacts 246 people had registered with Kestrel since the project began in November 2009 A total of 107 have completed formal training 94 or 38% of participants have been placed into either full-time or part- time employment 33 have become formal volunteers.

Unltd Ignite Awards

Social economy Age programme: legacy effects

Conclusions and implications of the programme The role of the social economy and welfare An integrated approach Replication and scale The relationship between investment readiness and borrowing The enabling environment – Lending – Legislation – Skills

Brendan Murtagh The Institute of Environmental and Spatial Planning, QUB #NIsocfin

Shane Quinn Development Manager, Belfast Buildings Trust #NIsocfin

Blythswood Care in Ireland

Blythswood Hub, 93 Templepatrick Road, Ballyclare.

“Hub” Warehouse Entrance

Blythswood Ballyclare Shop

Warehouse, Sorting Area & Items for Shipping to Romania & Serbia

Every year we give practical aid to other local charities and individuals who are referred to us. Through Women’s aid, Salvation Army, CAP and many others with food, furniture, clothing, toys etc.

Last year we sent almost 14,000 shoeboxes to Romania and this year celebrate our 20 th year of sending boxes to those in desperate need.

Break #NIsocfin

Roundtable Discussions

Next Steps #NIsocfin

Conclusions #NIsocfin