Bristol: Increasing Philanthropic Giving - A Missed Business Opportunity for Professional Advisers
At this event Philanthropy Impact presents its research mapping the level of philanthropy advice amongst professional advisers (top 383 firms) in the UK and a survey of HNW and UHNW individual giving patterns. The result outlined three stages of philanthropy advice given by advisers to individuals and families of wealth. Results indicated that only one in five of the UK’s advisory firms offer philanthropy advice even though clients are increasingly interested in receiving more of this.
The research also showed that philanthropists who take professional advice give 17 times more than those who do not. Only 12% of the UK’s wealthy population received advice from professional advisers but their donations accounted for 58% of all giving. By increasing the number of professional advisers who give philanthropic advice we believe philanthropic giving could increase exponentially.
At the event the expert panel will explore:
- how to start the conversation on philanthropy with clients
- the business opportunity for advisers
- risk and rewards on talking about philanthropy with clients
- how can we develop a culture of giving
- implications and opportunities of the results of the market research for advisers, philanthropists and charities.
Chair: Robert Bourns, Chair of Trustees, Quartet Community Foundation and President of the Law Society of England & Wales
Speakers: John Pepin, Chief Executive, Philanthropy Impact; Jermaine Smith, Legal Executive, Bond Dickinson; Richard Pendlebury, Philanthropist.
Download the event flyer as a PDF.
This event is produced together with Quartet Community Foundation. Philanthropy Impact would like to thank Bond Dickinson for generously hosting this event and our local commttee members Laura Chesham, Veale Wasbrough Vizards; Cecile Gillard, Burton Sweet; Greg Moss, Bond Dickinson; Huw Thomas, Triodos Bank; Sue Turner, Quartet Community Foundation.
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