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).

PIMFA - The Personal Investment Management and Financial Advice Association
Organisation
The Personal Investment Management and Financial Advice Association (PIMFA) is the trade association for firms that provide investment management and financial advice to help individuals and families plan for their financial life journeys.
PIMFA’s membership consists of two groups – full members who provide investment management and financial advice to everyone from individuals and families to charities, pension funds, trusts and companies, and associate members who provide professional services to our member firms.
 
Through the newly created PIMFA, the collective experience of the WMA and APFA (see ‘Our History’ below) is leveraged into a stronger, united voice that lobbies for the combined membership, while unlocking many other benefits.
 
Our Mission
Our mission is to create an optimal operating environment so that our member firms can focus on delivering the best service to clients, providing responsible stewardship for their long-term savings and investments.
 
What we Do
  • 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
 
Organisation details
Contact details for this organisation
Prism the Gift Fund
Organisation
Prism the Gift Fund increases giving to charity by offering a personal service to individuals and foundations donating significant sums of money
Rathbone Greenbank Investments
Organisation

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

Organisation details
Contact details for this organisation
Contact name:
John David
Address:

8 Finsbury Circus, London, United Kingdom, EC2M 7AZ

Rockefeller Philanthropy Advisors
Organisation
Rockefeller Philanthropy Advisors is a nonprofit that partners with individuals, families and institutions to help make philanthropy more thoughtful and effective. One of the world’s largest and most trusted philanthropic service organizations, we provide tailored advisory, management and thought leadership services, translating the motivations of innovative leaders into action.
Rothschild
Organisation
Rothschild wealth management & trust business offers objective advice to wealthy individuals and families from around the world.
SDG Changemakers
Organisation

We are on a mission to transform the way SMEs and charities do business, moving us to a sustainable economy.

We believe collaboration between the for-profit and not-for-profit sectors is essential to achieve environmental balance, social justice, and economic prosperity across the globe. We support organisations who want to work in partnership, collaborate to achieve change, and actively involve those most affected, in decision making.

We know that businesses and charities who embrace sustainable development today, are the ones who thrive financially, socially and reputationally, tomorrow and into the future.

SDG Changemakers run workshops and partner with organisations on projects to show them how to embed, measure and communicate social and environmental value. We use the UN's universal call to action, the 17 Sustainable Development Goalds (SDG), as our framework linking them back to local and nationally led initiatives such as the TOMs, SBTi, GRI, ISO, PRI, SASB and the United Nations Global Compact. 

We believe that every organisation should have access to effective, affordable and focused support to help them achieve their vision. As part of our commitment to the Sustainable Development Goals, we provide cost-effective solutions to transform, ignite and empower like-minded change-makers. 

We also pledge to return at least 1% of our profits to support organisations who are beacons of these values and where our support can make a difference.

By leading with a sustainable purpose, SDG Changemakers is committed to responsible leadership, community-led innovation and financial, social and environmental sustainability.

Organisation details
Contact details for this organisation
Address:

SDG Changemakers Ltd. c/o 2 Low House Business Centre, Matson Ground, Windermere, Cumbria, LA23 3NA 

Telephone:
+44 (0) 7718 618 894
Stewardship
Organisation

Stewardship is a leading UK charity Donor Advised Fund promoting generous and tax-effective giving.  Its award-winning Philanthropy Services team will partner with you to provide a personalised service that frees you from the complexities of making larger gifts so you can focus on supporting the causes you are passionate about. Services include social impact investing, legacy and estate giving, international grant making, research services and Stewardship’s innovative Donor Advisory Board, which uses the board structure to enable input from family, friends and advisers without the legal burden of charity trusteeship.

Stewardship was founded over a century ago by a small group of Christians who partnered to release generous gifts and financial support to Christian ministries. Today, we help over 30,000 people experience the joy of being generous stewards, giving more than £100 million each year to over 6,000 charities, 4,000 churches and 2,300 Christian workers.

Organisation details
Contact details for this organisation
Contact name:
Nicola Johnson, Chief Philanthropy Officer
Telephone:
+44 (0) 20 8418 8896
The Philanthropy Company
Organisation
The Philanthropy Company are leaders in philanthropy and fundraising. They advise charities on income growth and philanthropists on giving strategies.
Thoughtful Philanthropy
Organisation

ThoughtfulPhilanthropy offers personalized, professional research to inform your charitable giving.

Thoughtful Philanthropy’s Director, Lauren Janus, works with individuals and couples to understand their passions and priorities for giving to charity. Using her background in the charity sector combined with an MBA, Lauren creates giving reports that help her clients understand the issues behind the causes they care about, and suggests impactful ways to donate.

From climate change to AIDS in Africa, Lauren will map out the players and highlight the strategies organizations are  following to solve the issue you care about. She’ll create an accessible, personalized report for you to take away and consider before deciding which group/s you will give to.

If you are thinking about an issue or cause you’d like to support–whether it’s the obesity epidemic or the endangered sand cat–but want to be really thoughtful in how you give your money away, please get in touch about becoming a client. I’d love to hear what issues you care about.

You can sign up for alerts from Lauren's regular blog, or follow her on Facebook or Twitter.

Organisation details
Contact details for this organisation
Contact name:
Lauren Janus
Telephone:
07547572585
Urszula Swierczynska - Fundraising/philanthropy advisory
Organisation
Resource mobilisation consultant based in Milan, supporting organisations and individuals to grow their social impact ideas.
Veale Wasbrough Vizards
Organisation
Veale Wasbrough Vizards acts nationally for clients in education and charities, healthcare, private wealth, public and family owned business sectors.
WISE, Philanthropy Advisors
Organisation
WISE, philanthropy advisors, supports donors and their families in fulfilling their philanthropic aspirations. Using its knowledge and experience on the realities of social action, it intends to provide donors with a personalized, confidential and tailored service throughout the different steps of their philanthropic engagements.
Withers LLP
Organisation
Withers is experienced in the fields of not-for profit and charity law and tax advice. Their philanthropy and charitable giving team has extensive experience of finding the most appropriate way of achieving clients' philanthropic aspirations in their differing circumstances.
specking+partners
Organisation

specking+partners enhances sustainable development on the basis of a systemic approach. Our clients are wealthy individuals, families, family offices, charitable giving structures, corporations and organisations. We advise and coach them in their endeavour to act more responsibly. We inspire and establish innovative ways of integrating long-term practices into private and business routines. We aim to support personal well-being and overall business success in the context of a more sustainable present and future.

Key topics are philanthropic initiatives, social entrepreneurial mechanisms, socially responsible and environmentally viable investments, corporate social responsibility and sustainable leadership practices. We guide you through the process of devising, realizing and implementing new strategies into your private activities and business routine.

specking+partners’ approach is to identify and learn with a holistic view, looking at the whole spectrum of opportunities. We aspire to guide our clients from a social responsible perspective not only in their personal matters, but also in their business engagements.

An intelligent strategy anticipates pertinent factors systemically and implements solutions in a focussed manner over time – with qualified partners and peers playing their parts.

How we add value:

  • Using our expertise and knowledge to let you uncover and build your own plan with respect to social responsible topics
  • Identifying where and how you should begin
  • Working with you whilst you implement your plan, helping you to measure the impact you are having and optimize activities
  • Giving you access to our broad network of specialist partners
  • Administrating, advising or sitting on the board of your charitable structure or company
Organisation details
Contact details for this organisation
Contact name:
Heiko Specking
Address:

specking+partners gmbh
Kanonengasse 17, 8004 Zürich
Switzerland

Telephone:
+41 76 575 52 28

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