The Philanthropy Programme - Understanding How the Third Sector Engages with Philanthropy

In the second event of the 2019 Philanthropy Programme series, we will explore the interconnections between philanthropy and the third sector

The Philanthropy Programme - Understanding How the Third Sector Engages with Philanthropy

Event details
Location and contact details for this event.
Event type: 
Roundtable
Date: 
10 Jul 2019 - 4:00pm to 7:00pm
Venue address: 
STEP, Artillery House North,11-19 Artillery Row, London SW1P 1RT, United Kingdom
Organisation: 
Philanthropy Impact and STEP
Telephone: 
2074077879
 
 
 
 
 
 
 
 
 
EVENT FOCUS
It is important for professional advisors working with wealthy donorsto understand what motivates their clients so as to better supportthem in their wealth management and donor journey. It is equally relevant to know what is essential in their clients’ relationship with charities. For example, donors at different ages and different stages of their donor journey prioritise different factors:
 
  •  Selection factors (e.g. depth of knowledge/experience in cause area and ability to demonstrate impact) are important at the start of the relationship, but decrease over time
  •  Transaction factors (e.g. acknowledgement, feedback, opportunities to get involved and meet beneficiaries) remain important as they demonstrate the quality of the organisation
  •  Relationship factors (e.g. financial management, governance, innovation, quality of communication and networking with other donors) increase in importance over time and reflect deepening engagement
Evidence shows that younger donors seek a more engaged relationship with charities. This has significant implications for both professional advisors and for charities. Guiding clients through their donor journey includes helping them to articulate their vision, values, motivation and assess their areas of interest. It also means understanding an increasingly complex third sector, and how charities and social enterprises themselves work with donors, funders, government and each other.
 
WHY ATTEND? LEARN ABOUT:
 
  •  Charities and social enterprises, governance and structures, government relations, funding mechanisms and issues
  •  What philanthropists are looking for from the charities and third sector organisations they support
  •  The donor journey and the services philanthropists require from their advisors
  •  How the third sector involves funders – the different models such as venture philanthropy
  •  How you can help your clients manage their relationships with charities and their fundraisers
  • Hear from leaders in measuring the impact of charities and from charities themselves on how they relate to donors and their advisors
Chair: Catherine Grum, Head of Family Office, KPMG LLP (UK)
 
Panel: 
Sianne Haldane, Solicitor and Head of Planned Giving Philanthropy, Cancer Research UK
Phil Bowen, Director, Centre for Justice Innovation
Sandra King, Chief Philanthropy Officer, Communty Foundation Tyne & Wear and Northumberland
Michelle Thompson, Director, Partnerships and Brands,The Power of Nutrition
 
 
 
Event registration
Event cost: 
Members £65/Non-members £80
Registration: 
registration@philanthropy-impact.org
Suitable for: 
Professional advisers, philanthropists, social investors, trusts and foundations