Here you will find a list of Philanthropy Impact members (denoted by background colours) as well as resource organisations/umbrella bodies, for example EVPA (with clear backgrounds).
The Private Client team at BDO works both in the UK and internationally, with over 50 Partners and Directors and over 300 full-time professionals. Our client base ranges from high and ultra-high net worth individuals to FTSE 100 companies and international groups. We deliver a comprehensive set of services including asset structuring, succession planning, gifting and will planning, trust services, tax compliance, risk management, family business advisory and family office services.
We see the importance and impact of Philanthropy through advising our clients on a daily basis. COVID-19 has presented society with challenges none of us could have prepared for. No matter how or what you have given in the past now may be the time for us all to ‘rethink’ our strategy, and the level of our engagement and contributions. Everyone’s reasons for giving are personal, and we seek to advise clients on the benefits of giving that are unique to them and their family, and how to inspire future generations to get involved with family philanthropy.
Cazenove Capital is the private wealth management and charity investment business of Schroders. We offer personalised discretionary and advisory investment services to a broad variety of clients, as well as wider wealth management services such as wealth planning, philanthropy advice, cash administration, deposit-taking and lending.
Each of our clients has unique financial requirements and objectives, but all have a common goal – to preserve and grow the value of their assets. We explore each client’s needs in detail and advise them on the most suitable financial solutions for their particular circumstances. Our client communication and reporting is effective, clear, flexible and comprehensive. We also have efficient custody, administration and reporting platforms which enable clients to centralise their financial affairs with us with confidence.
Overall, we believe that our complete range of services and the quality of our private client and charity specialists, together with the stability and depth of investment resource of the Schroder Group give us an unparalleled ability to look after our clients.
Chapel & York
Founded in 1997, Chapel & York has always specialised in international fundraising and activities for organisations. We have worked with nearly 500 organisations over the years
Uniquely, in countries where having a local organisation through which donors can tax-effectively make gifts, we both set up and manage dedicated legal entities and have our own Chapel & York organisations. We can thus ensure the right answer for our clients’ needs.
Chapel & York has six C&Y charitable organisations around the world – the US, UK, Hong Kong, Singapore, Switzerland and The Netherlands – which facilitate tax-effective international giving plus provide a platform through which organisations can fundraise without needing to establish their own dedicated entities.
These Chapel & York Foundations provide training and advice about fundraising internationally for their local and regional stakeholders. They also provide benefits to American donors – the US and UK entities are linked as are the Hong Kong and US entities so that American taxpayers can have a UK or HK tax benefit plus a US tax-deduction.
Chapel & York also provides philanthropic advice and guidance to donors who want to establish a philanthropic giving programme
2020 sees a major milestone for Chapel & York in its work for clients with the creation of a dedicated bespoke International Fundraising Department to ensure clients’ international fundraising activities are as successful as possible.
Chapel & York has offices in Mayfair London, New York, New Orleans, Geneva, Amsterdam and Hong Kong, and staff worldwide.
Charity Finance Group (CFG)
Clients are at the centre of everything we do. We are committed to making every interaction meaningful and productive, and this is the case for all of our institutional, entrepreneurial and high-net-worth clients across the globe. We have helped families to take care of their wealth, entrepreneurs to succeed, multinational companies to operate and transact, and funds to maximise their returns.
Rathbone Greenbank Investments
We understand how financial and ethical issues can be integrated in the management of a client’s portfolio. For us, ethical investment is not one strategy among many, it is ingrained in every aspect of how we manage money.
Our vision is to empower our clients to invest their money as a force for good, together championing the transition to a healthier planet and a more equitable society. Our investment teams work to understand each client’s unique financial aims, as well as their ethical, sustainability and impact requirements, in order to create an investment proposition that is aligned with their values.
Our in-house ethical, sustainable and impact research team plays a key role in supporting the provision of this service, underpinned by its proprietary database of company and issue profiles. The team looks in detail at both what a company does and how it operates, assessing performance against some 300 social and environmental criteria. We can apply a range of techniques to selecting investments to suit different client needs. These include screening out issues of concern and choosing investments that are contributing to a sustainable society or a specific issue, for example, the low-carbon energy transition.
Alongside tailored bespoke discretionary portfolios, we also provide access to the Rathbone Greenbank Portfolio range of funds, which are managed by Rathbone Funds and made available to clients in a variety of ways.
Rathbone Greenbank Investments is a trading name of Rathbones Investment Management Limited, which is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
The value of investments and the income from them may go down as well as up and you may not get back what you originally invested
We believe that one day, aligning profits with social impact will be the norm.
We are one of the UK's leading social impact investment companies. Since 2002 we have worked with over 165 social enterprises and charities, enabling them to raise capital to grow their impact, and make a greater difference to the communities they serve. We currently manage over £260m of investors' capital across eleven operational funds, with a team of forty across five locations – Launceston, Bristol, Manchester, London and Birmingham.
In 2019/2020 we mobilised £43m of useful capital into the hands of 30 social enterprises from 175 investors.
RESONANCE SOCIAL IMPACT INVESTMENT FUNDS
We have created and manage eleven social impact investment funds, which focus on tackling major societal issues, with particular expertise in homelessness, poverty, community-led projects, health & wellbeing and education. Our funds aim to deliver a financial return and a targeted social impact to investors.
Our largest funds are the Resonance Homelessness Property Funds, which have reached £258m of funds under management, and are housing over 2,533 people on their way out of homelessness.
We are on a mission to transform the way SMEs and charities do business, moving us to a sustainable economy.
We believe collaboration between the for-profit and not-for-profit sectors is essential to achieve environmental balance, social justice, and economic prosperity across the globe. We support organisations who want to work in partnership, collaborate to achieve change, and actively involve those most affected, in decision making.
We know that businesses and charities who embrace sustainable development today, are the ones who thrive financially, socially and reputationally, tomorrow and into the future.
SDG Changemakers run workshops and partner with organisations on projects to show them how to embed, measure and communicate social and environmental value. We use the UN's universal call to action, the 17 Sustainable Development Goalds (SDG), as our framework linking them back to local and nationally led initiatives such as the TOMs, SBTi, GRI, ISO, PRI, SASB and the United Nations Global Compact.
We believe that every organisation should have access to effective, affordable and focused support to help them achieve their vision. As part of our commitment to the Sustainable Development Goals, we provide cost-effective solutions to transform, ignite and empower like-minded change-makers.
We also pledge to return at least 1% of our profits to support organisations who are beacons of these values and where our support can make a difference.
By leading with a sustainable purpose, SDG Changemakers is committed to responsible leadership, community-led innovation and financial, social and environmental sustainability.