Resources

BDO Ltd
Organisation

The Private Client team at BDO works both in the UK and internationally, with over 50...

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....

Centre for Strategic Philanthropy
Organisation

The Centre for Strategic Philanthropy (CSP) within the University of Cambridge Judge Business School is...

Report
US Trust and The Philanthropic Initiative, Inc. (TPI)
The philanthropic conversation between professional advisors and their clients is important to have early and often, but many of these conversations are falling short of their potential. To better understand...
Report
Global Impact Investing Network (GIIN)
Global Impact Investing Network (GIIN) network are releasing their report on The State of Impact Measurement and Management Practice . The report provides a comprehensive survey of the state of...
Expert opinion
In its broadest sense, ethical or socially responsible investment (SRI) is the application of both positive and negative ethical, social and environmental criteria in the management of investment portfolios. As...
Expert opinion
A total of nearly £15bn has been donated in the UK by individuals, foundations and corporations over the past 10 years, according to the latest Coutts Million Pound Donors Report...
Expert opinion
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future. Over 90% of heirs will change...
Report
The Philanthropy Workshop
TPW's “Going Beyond Giving" Report seeks to better understand high and ultra-high net worth philanthropists' motivations, actions, and practices. It is the first study to include a sample of TPW's...
Expert opinion
As the trend grows for high net worth individuals (HNWIs) to incorporate philanthropy into their wealth management strategies, jurisdictions are having to adapt their regulatory frameworks to ensure that they...

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