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: Karl Lavery, Director, Manse Capital
Speakers: Emma Turner, Head of Client Philanthropy, Barclays Wealth & Investment Management; John Pepin, Chief Executive, Philanthropy Impact; Sylvie Nunn, Partner, Wrigleys Solicitors LLP and Tom Wainman, Solicitor, Wrigleys Solicitors LLP; Tim Hodgson, Director, Westcourt Group
Download the event slides as a PDF.
Philanthropy Impact would like to thank Irwin Mitchell Solicitors for kindly hosting this event.