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
Organisation
The nature and size of their practice allows their specialists in trusts, tax planning, philanthropy, property, employment and matrimonial law to consult freely with one another. As a result, they offer clients the highest standards of advice, combined with personal attention from an individual partner.
 
Many of their partners serve as trustees of family trusts and executors of estates:  frequently acting for families over a number of generations. BDB Pitmans recognise that combining family harmony with the peace of mind that comes from knowing your wealth will be secured for future generations, is the primary concern for many of their clients.
 
The firm also has a large multi-disciplinary team working both with and within the charities sector. Acting for over 450 national and international charities, and a wide range of other civil society organisations and social enterprises, BDB Pitmans deal with all types of charity-related concerns, and have special expertise in particularly complex or unusual matters.
 
BDB Pitmans have an ongoing commitment to achieving the best for our clients and for the sector. The team offer an open, imaginative and common sense approach and have an ability to work with their clients to find the best solutions and legacy firm, Bircham Dyson Bell, was awarded Charity Law Firm of the Year at Citywealth Magic Circle Awards 2018. The prestigious awards showcase and acknowledge the best specialist advisors and managers in the global wealth industry. 
 
BDB Pitmans also have charity and social enterprise specialists in their Real Estate, Intellectual Property, Employment, Commercial and Advisory, Public Law and Public Affairs and Dispute Resolution departments.
 
 
Organisation details
Contact details for this organisation
Contact name:
Simon Weil
Address:

BDB Pitmans LLP
50 Broadway
London SW1H 0BL

 

Telephone:
+44 (0)345 222 9222
BDO Ltd
Organisation

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.

Organisation details
Contact details for this organisation
Contact name:
Catherine Grum
Address:

BDO UK LLP, 55 Baker Street, London, W1U 7EU

Telephone:
+44 (0) 203 434 3071
Frank Hirth plc
Organisation

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. 

Organisation details
Contact details for this organisation
Address:

Frank Hirth plc, 1st Floor, 236 Gray's Inn Road, London, WC1X 8HB

Telephone:
020 7833 3500
Global Change Network
Organisation

Global Change Network (GCN) is a strategy consultancy that helps mission-based organizations, socially-responsible companies and philanthropists improve the health and prosperity of people and the planet. Global change is a tall order. But our clients are doing just that by fighting deadly childhood diseases, addressing climate change and empowering women. GCN specializes in: strategic planning, partnership development, stakeholder and influencer engagement, campaign execution, branding and communications and UK liaison.

Organisation details
Contact details for this organisation
Contact name:
Rachel Horigan
Humanistic Management Center
Organisation

The Humanistic Management Center is an independent think tank and learning institution that also provides advisory services on questions related to business ethics and corporate responsibilities. We are based in St. Gallen, Switzerland.

The fundamental idea behind the Humanistic Management Center is to generate, disseminate and apply knowledge for how we can become smarter in using business to address some of the most pressing challenges we face as a global community; to enhance societal wellbeing, shared prosperity and progress on the transformation towards a sustainable global economy.

We define humanistic management based on three pillars which are:

  • The unconditional respect for human dignity
  • The integration of ethical reflection in managerial decision making
  • The ongoing engagement with stakeholders

The Humanistic Management Center has co-edited and contributed to numerous books, scholarly papers journalistic articles and online video content. We continuously co-organize or present our research results at events ranging from academic symposia to practitioner conferences and teach courses at top tier Universities around the globe. The Humanistic Management Center also provides advisory services to for-profit and non-profit organizations.

We would be delighted to share more details on our work or assess opportunities to collaborate with members of the Philanthropy Impact community so please do not hesitate to get in touch if there is anything we can do for you.

Organisation details
Contact details for this organisation
Contact name:
Ernst von Kimakowitz
Address:
Humanistic Management Center
Hoehenweg 2
9000 St. Gallen
Switzerland
J.P. Morgan
Organisation
J.P. Morgan offers individual and family investors a world-class asset and wealth management platform through theirPrivate Banking, Asset Management and Private Client Services teams.
L'Alliance Révision
Organisation

L’Alliance Révision offers assurance, trust, accounting, tax compliance and corporate finance services. We are regulated by the Luxembourg financial regulator, the Commission de Surveillance du Secteur Financier (C.S.S.F) and the Luxembourg Institut des Réviseurs d'Entreprises (I.R.E). Our firm is Réviseur d'Entreprises Agréé.

L’Alliance Révision is an independent member firm of PrimeGlobal, a global association of independent accounting firms.

Our clients require timely delivery of service and trust. These are the methods by which we build long term value added relationships. The tailored services that we provide to our clients are based on a careful evaluation of their specific needs. Once the exact requirements are identified we can draw on the collective know-how of our excellent strategic and professional relationships with teams of accountants, lawyers and financial advisers situated in major financial centres in both Europe and Luxembourg. Our clients benefit from L’Alliance Révision’s unique size, skill and structure. Therefore we are able to offer our clientèle top quality performance that is combined with an exceptional ability to respond quickly to their ever changing needs.

Our clients operate in the following sectors: Financial, Real Estate, Hotel and Tourism, Trade and Charitable Associations, Professionals in the Financial Sector, Energy

Organisation details
Contact details for this organisation
Address:

Réviseur d'Entreprises Agrée,
No 1, Rue des Glacis, 3 rd Floor
L-1628 Luxembourg

Telephone:
+352 24 14 34 1
LCM Family
Organisation

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, taxretirementsuccession planninginvestments, 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.

Organisation details
Contact details for this organisation
Contact name:
Lizzy Steinhart
Address:

Dalton Place, 29 John Dalton Street, Manchester, M2 6FW

Telephone:
07418 998 384
More Partnership
Organisation
More Partnership, formerly Iain More Associates, has been providing guidance and support across the non-profit spectrum since 1991, helping organisations to realise their fundraising potential.
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
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

Resonance Ltd
Organisation

We believe that one day, aligning profits with social impact will be the norm.

We are one of the UK's leading social impact investment companies. Since 2002 we have worked with over 165 social enterprises and charities, enabling them to raise capital to grow their impact, and make a greater difference to the communities they serve. We currently manage over £260m of investors' capital across eleven operational funds, with a team of forty across five locations – Launceston, Bristol, Manchester, London and Birmingham.

In 2019/2020 we mobilised £43m of useful capital into the hands of 30 social enterprises from 175 investors.

RESONANCE SOCIAL IMPACT INVESTMENT FUNDS

We have created and manage eleven social impact investment funds, which focus on tackling major societal issues, with particular expertise in homelessness, poverty, community-led projects, health & wellbeing and education. Our funds aim to deliver a financial return and a targeted social impact to investors.

Our largest funds are the Resonance Homelessness Property Funds, which have reached £258m of funds under management, and are housing over 2,533 people on their way out of homelessness.

Organisation details
Contact details for this organisation
Contact name:
Paul Handford
Address:

Launceston HQ, The Great Barn, Scarne Court, Hurdon Road, Launceston, PL15 9LR

 
Telephone:
+441566457150
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.
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
Stone King LLP
Organisation
Stone King LLP is a law firm which combines a leading national charity law practice with a vibrant private client practice. It provides, on a national basis across the UK, a unique rounded and cohesive service to philanthropists and social entrepreneurs, as well as to charities and other not-for-profit organisations.
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
UK Community Foundations
Organisation

UK Community Foundations is a registered charity that leads a movement of community foundations committed to positive social change in the UK through the development of “community philanthropy”.

Organisation details
Contact details for this organisation
Address:

UK Community Foundations, 12 Angel Gate, 320-326 City Road, London EC1V 2PT

Telephone:
020 7713 9326
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.
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