Philanthropy Impact

Inspiring philanthropy and social investment across borders, sectors and causes

Resources

All resources

Here is a list of all the resources. You can also search by type, using the tabs above, or use the search tool.

Book List
"This book should be required reading for new donors and experienced philanthropists. Klein and Berrie have crafted a winning combination of practical guidelines and heartfelt personal accounts to create a moving call to action for anyone who wishes to give...
Expert opinion
The average UK charity fund returned 5.7% in the quarter to 30th June 2018, compared with a return of -4.2% in the previous quarter, driven largely by strong equity market...
Expert opinion
On June 20, 2018, C. Hoare & Co. hosted Philanthropy Impact, the UK non-profit focused on exploring the role of philanthropy as part of wealth management, and Lombard Odier at...
Report
Big Society Capital and Bates Well Braithwaite
This briefing is a summary of the tax reliefs available when investing into charities and social enterprises (or in the case of gift aid, when making donations). Charities and social...
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...
Mishcon de Reya
Organisation
Mishcon de Reya services an international community of clients and provides advice in situations where the constraints of geography often do not apply. Our philanthropy team work with individuals and families to ensure they achieve the very greatest impact with their giving by advising on legal, governance, tax, policy and political aspects.
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
Wings
This guide is for all funders who wish to understand how they can contribute to unlocking philanthropy's potential to build more resilient, sustainable and democratic societies. This is what the...
Expert opinion
IT WAS IN 1987 that, following an altercation with my driver—whom I suspected wanted to take the car to his home to siphon out the excess petrol and sell it—I...
Expert opinion
In contrast to the somewhat bleak findings by Oxfam recently regarding global wealth inequality, reports and surveys are consistently confirming that philanthropy is growing in importance for UHNWIs around the...

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