Hosts:

Antonia Swinson, CEO of the Ethical Property Foundation, is joined by Virginia Masters, Associate Property Adviser at the Ethical Property Foundation, to explore how charities can create a strong premises brief before starting their property search.

Key topics:

• The importance of a premises brief: Why it’s essential to plan ahead before beginning your property search.

• Avoiding common mistakes: Pitfalls charities face when rushing the process or lacking a clear brief.

• Core requirements: What to include in your brief: location, size, budget, accessibility, lease terms.

• Setting priorities: How to distinguish between essential needs and “nice-to-haves”.

• Involving stakeholders: Who to consult – staff, trustees, volunteers, and service users.

• Financial planning: Understanding what your charity can afford and identifying hidden costs.

• Engaging legal support: Why it’s never too early to involve a solicitor, and how to find one who understands charities.

• Asking the right questions: What to ask when viewing properties – VAT, service charges, lease responsibilities.

If your charity is thinking about relocating or taking on new space, this episode is packed with expert tips to help you lay the groundwork for a successful move, starting with a well-thought-out premises brief.

Tune in for practical guidance and clear advice to help you get it right from the start.

Need tailored advice for your charity’s property search? Our consultancy team is here to help. Visit our consultancy pages to learn more.