Resources

Reports

You might find some of these reports useful. Some reports are held as PDF documents within the site and others link to other sites.

Report
Schroders
At Philanthropy Impact we are seeing increasing evidence to confirm, what we have always known, that meeting client expectations around environmental and social impact are one of the key challenging...
Report
New Philanthropy Capital ( NPC)
Introduction Philanthropy is an incredible source for good. Millions of lives are changed by the generosity of individuals and foundations. Yet there is an innate power imbalance at the heart...
Expert opinion
At Jersey Finance’s Annual Private Wealth Conference in London , on 26 September 2019, it was made inexplicably clear that philanthropy and socially responsible investing (SRI) are now core considerations...
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...
Book Review
Pragmatic Philanthropy: Asian charity explained Authors: Ruth Shapiro, with Manish Mirchandani and Heesu Jang Ruth Shapiro’s highly readable title is a welcome addition to the surprisingly underrepresented catalogue of books on Asian philanthropy. Philanthropy sits at the nexus between astonishing...
Report
Thoughtful Philanthropy
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future.
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
Donor-advised funds (DAFs) are a well-established vehicle for philanthropy in the United States – where contributions to DAFs reached $23.27 billion in 2016 1 – and their popularity in the...
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...

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