Organisations
Organisations
Here you will find a list of Philanthropy Impact members (denoted by background colours) as well as resource organisations/umbrella bodies, for example EVPA (with clear backgrounds).
BDB Pitmans LLP
BDO Ltd
The Private Client team at BDO works both in the UK and internationally, with over 50 Partners and Directors and over 300 full-time professionals. Our client base ranges from high and ultra-high net worth individuals to FTSE 100 companies and international groups. We deliver a comprehensive set of services including asset structuring, succession planning, gifting and will planning, trust services, tax compliance, risk management, family business advisory and family office services.
We see the importance and impact of Philanthropy through advising our clients on a daily basis. COVID-19 has presented society with challenges none of us could have prepared for. No matter how or what you have given in the past now may be the time for us all to ‘rethink’ our strategy, and the level of our engagement and contributions. Everyone’s reasons for giving are personal, and we seek to advise clients on the benefits of giving that are unique to them and their family, and how to inspire future generations to get involved with family philanthropy.
Bates Wells
Bates Wells is a truly purpose-driven law firm and was the first UK law firm to certify as a B Corp. This means we consider the impact of our business decisions on our people, clients, suppliers, community, and the environment. With the UK’s largest dedicated charities department, we advise organisations and individuals on all types of charitable giving and have particular expertise in corporate philanthropy and social investment.
Berwin Leighton Paisner LLP
Buzzacott
We are trusted for the experience we have, the specialisms we understand, the relationships we build and the values we live by. We define ourselves by the needs of our clients. And our enduring client relationships are founded on continuity of team members, ease of access, and specialist knowledge. Nearly 450 of us work collaboratively in specialist teams under one roof to tailor-make solutions.
Specialist, single office UK charity team
Our Charity and Not for Profit team, with over 100 specialists, is one of the largest single office charity teams in the UK. We strive to make your difficult job as easy as possible, providing comprehensive audit, accounting, VAT, tax, grant management, and financial advisory services - bespoke to your needs. Our advice ranges from governance, and strategic oversight, to impact reporting, risk management, and internal controls.
If you ask charities and not for profits why they value Buzzacott, they say it’s our empathy with their work and understanding of the legal and accounting framework they operate in. Our expertise spans education, religious orders, International NGOs, healthcare charities, membership and professional bodies, grant giving foundations, social enterprises, and arts charities.
We work with people exactly like you
We also support private individuals with some of the biggest financial decisions of their lives. Taking care of financial concerns from investment portfolios, property ownership, businesses, and employment, to preparing for changes in circumstance, inheritance tax planning and provisioning for dependents. We also offer complex remittance planning for those not originally from the UK. No matter what your requirements, we can provide you with reassurance that your tax affairs have been taken care of, leaving you to focus on other important things.
Working with Buzzacott means working with someone who understands how to approach your needs, right down to the smallest details.
C Hoare & Co.
Chapel & York
Founded in 1997, Chapel & York has always specialised in international fundraising and activities for organisations. We have worked with nearly 500 organisations over the years
Uniquely, in countries where having a local organisation through which donors can tax-effectively make gifts, we both set up and manage dedicated legal entities and have our own Chapel & York organisations. We can thus ensure the right answer for our clients’ needs.
Chapel & York has six C&Y charitable organisations around the world – the US, UK, Hong Kong, Singapore, Switzerland and The Netherlands – which facilitate tax-effective international giving plus provide a platform through which organisations can fundraise without needing to establish their own dedicated entities.
These Chapel & York Foundations provide training and advice about fundraising internationally for their local and regional stakeholders. They also provide benefits to American donors – the US and UK entities are linked as are the Hong Kong and US entities so that American taxpayers can have a UK or HK tax benefit plus a US tax-deduction.
Chapel & York also provides philanthropic advice and guidance to donors who want to establish a philanthropic giving programme
2020 sees a major milestone for Chapel & York in its work for clients with the creation of a dedicated bespoke International Fundraising Department to ensure clients’ international fundraising activities are as successful as possible.
Chapel & York has offices in Mayfair London, New York, New Orleans, Geneva, Amsterdam and Hong Kong, and staff worldwide.
Charities Aid Foundation
Farrer & Co.
Frank Hirth plc
Established in 1975, Frank Hirth is a multi-award winning firm specialising in international tax and accounting. We have offices in London and New York, and close affiliations with our sister companies Frank Hirth & Co. LLP, specialising in Audit and regulated by the ACCA.
We have been helping clients with their UK and US tax filing obligations for forty years and offer a joined up holistic approach to tax planning and compliance requirements. Our specialist teams offer tailored advice spanning our business tax, private clients and audit groups allowing for an integrated approach, both domestic and offshore, which allows us to look at the wider picture and tailor our advice with your particular requirements in mind.
J.P. Morgan
LCM Family
LCM provides a broad range of multi-family office support, working with a wide range of high net worth families across the breadth of the UK and overseas.
LCM offers independent, thoughtful and well-researched advice on general wealth management issues, tax, retirement, succession planning, investments, philanthropy and Socially Responsible Impact investing.
Working with clients' existing advisers as well as its own, LCM takes a broad view of it clients' finances and long term goals, making sure that the impact of each transaction and decision is well thought through and understood.
LCM is viewed by its clients as a valued sounding board and trusted friend - proactive and conscientious, available and on their side 24/7.
We have offices in Cheshire and London.
Macfarlanes LLP
Maurice Turnor Gardner LLP
A pioneering firm of pre-eminent lawyers focusing on private wealth, philanthropy and professional services
Mishcon de Reya
New Philanthropy Capital (NPC)
PIMFA - The Personal Investment Management and Financial Advice Association
- Represent the diverse range of firms in the investment and financial advice industry with a unified voice
- Provide industry thought leadership, consolidating our extensive technical insights and expertise in research and policy work
- Lead the debate on policy and regulatory recommendations to ensure an optimal operating environment for firms and clients, maintaining the UK’s position as a leading global centre of excellence
- Through our advocacy work, we promote the industry as a key catalyst to develop a culture of savings and investment in the UK
- Promote a greater understanding of the sector and its role as a beneficial force in transforming the way people save and invest for the future
- Facilitate dialogue across industry stakeholders, while developing best-practice guidance
Prism the Gift Fund
Rathbone Greenbank Investments
We understand how financial and ethical issues can be integrated in the management of a client’s portfolio. For us, ethical investment is not one strategy among many, it is ingrained in every aspect of how we manage money.
Our vision is to empower our clients to invest their money as a force for good, together championing the transition to a healthier planet and a more equitable society. Our investment teams work to understand each client’s unique financial aims, as well as their ethical, sustainability and impact requirements, in order to create an investment proposition that is aligned with their values.
Our in-house ethical, sustainable and impact research team plays a key role in supporting the provision of this service, underpinned by its proprietary database of company and issue profiles. The team looks in detail at both what a company does and how it operates, assessing performance against some 300 social and environmental criteria. We can apply a range of techniques to selecting investments to suit different client needs. These include screening out issues of concern and choosing investments that are contributing to a sustainable society or a specific issue, for example, the low-carbon energy transition.
Alongside tailored bespoke discretionary portfolios, we also provide access to the Rathbone Greenbank Portfolio range of funds, which are managed by Rathbone Funds and made available to clients in a variety of ways.
Rathbone Greenbank Investments is a trading name of Rathbones Investment Management Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
The value of investments and the income from them may go down as well as up and you may not get back what you originally invested