Presenting Philanthropy Impact’s Market Research

Implications of mapping the level of philanthropy advice amongst professional advisers and of a survey of HNWI

Presenting Philanthropy Impact’s Market Research

Event details
Location and contact details for this event.
Event type: 
Roundtable
Date: 
7 Jun 2016 - 8:00am to 10:00am
Venue address: 
Maurice Turnor Gardner LLP, 15th Floor, Milton House, Milton St, London EC2Y 9BH
Organisation: 
Philanthropy Impact
Telephone: 
+44 (0)20 7407 7879

This is the second event in Philanthropy Impact's Growing Modern Philanthropy series.

Philanthropy Impact commissioned research mapping the level of philanthropy advice amongst professional advisers (383 firms) and surveyed HNWI (503 respondents). The mapping outlined three stages of philanthropy advice to individuals and families of wealth.

One in five of the UK’s advisory firms offer philanthropy advice and the depth and breadth of the advice vary significantly. On average the UK’s wealthy population gives a score of just 5.9 out of 10 to the philanthropy advice experience they receive from their professional advisers suggesting there is room for improvement and also a business opportunity.

Philanthropists who take professional advice give more than those who do not. There are approximately 340,000 wealthy individuals in the UK (with more than £1 million in investable wealth). In 2015, we estimate they gave £1.3 billion to good causes. While only 12% of the UK’s wealthy population received advice from professional advisers, their donations accounted for 58% of the total (£770 million). By increasing the number of professional advisers who give philanthropic advice to individual and families of wealth we believe that philanthropic giving would increase exponentially.

At this event, we will present our research and the speakers will discuss the implications of the research leading to more and better giving.

Chair: Ceris Gardner, Maurice Turnor Gardner LLP
 
Speakers: Matthew Bowcock, Hazelhurst Trust; Caroline Fiennes, Giving Evidence; Paul Knox, JP Morgan; Cath Tillotson, Scorpio Partnership; Grant Gordon, Philanthropy Impact
 
Philanthropy Impact would like to thank Maurice Turnor Gardner LLP for generously hosting this event.
 
Event registration
Event cost: 
This event is free for Philanthropy Impact members, £30/£50 for non-members
Registration: 
Register online by 3 June 2016
Suitable for: 
Professional advisers, social investors, philanthropists, impact investors

This event is tagged under

  • Next generation philanthropy
  • Philanthropy Advice
  • Philanthropy stats & trends
  • Promoting philanthropy
  • Social investment
  • Strategy advice
  • Understanding philanthropy