Amsterdam: Philanthropists and Professional Advisers - Working Together for Lasting Change

An event exploring Philanthropy Impact's market research into philanthropy advice and its implications for philanthropy in the Netherlands

Amsterdam: Philanthropists and Professional Advisers - Working Together for Lasting Change

Event details
Location and contact details for this event.
Event type: 
Roundtable
Date: 
14 Jun 2017 - 3:00pm to 6:30pm
Venue address: 
The Koninklijke Industrieele Groote Club, Dam 27, 1012 JS Amsterdam, The Netherlands
Telephone: 
+44 (0) 2074077879
How can professional advisers help philanthropists to translate their motivations into action?
 
Philanthropists are increasingly ambitious about impact. Notwithstanding, research carried out by Philanthropy Impact on the level of philanthropy advice amongst the top 383 wealth advisory firms in the UK as well as a survey of individual giving patterns suggests that there is a service gap. Even though clients are increasingly interested, only one in five firms surveyed offer philanthropy advice.
 
The research also shows that philanthropists who take professional advice give 17 times more than those who do not. How can advisers rise to the occasion and trigger an exponential increase in philanthropic giving?
 
At the roundtable, we will ask:
  • What advice do philanthropists really need? And what’s best to get the conversation started?
  • What does everyone need to get right to achieve lasting impact?
  • When and how can advisers pool resources and collaborate?
  • What can be done to change the ethos and behaviour of professional wealth advisers to support clients on their donor journey?

Chair: Dr Maximilian Martin, Global Head of Philanthropy, Bank Lombard Odier & Co. Ltd., Switzerland.

Panel: John Pepin, Chief Executive, Philanthropy Impact, UK; Andrew Mackay, Manager Charity Service, Van Lanschot, The Netherlands; Karl Auersperg-Brunner, Wealth Advisor, Lombard Odier (Europe) S.A., UK; Ana Morales, Philanthropist and Founding Member of Maverick Collective, UK. 

Philanthropy Impact would like to thank Lombard Odier for generously hosting this event and our local Committee.

Event registration
Event cost: 
Fee for non-members: €50/£40
Registration: 
registration@philanthropy-impact.org
Suitable for: 
Professional advisers, philanthropists, social investors, trusts and foundations

This event is tagged under

  • Family philanthropy
  • International giving
  • Philanthropy Advice
  • Philanthropy stats & trends
  • Promoting philanthropy