Organisations
Organisations
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).
Alliance Magazine
Aperio
Strategic and Business Planning - Setting the Context and Preparing for Growth: This includes strategic planning, governance, business/operational planning, financial planning, marketing and sales, collaboration activities, and campaigning and influencing. A clear understanding of the organisational objectives informs our approach enabling us to ensure that the planning outcomes become real operational tools. We support an organisation helping them to achieve its vision; tied in with ways to measure mission impact and operational effectiveness and efficiency. www.aperio-group.com/consultingandsupportservices/strategicandbusinessplanning.html
Readiness Support: Aperio provides a variety of services designed to enhance an organisation, creating and reinforcing an environment that stimulates innovation and social entrepreneurialism, through training and mentoring.www.aperio-group.com/consultingandsupportservices/otherservices.html
Enterprise Development: Our team has extensive experience in developing and/or growing social enterprise/trading/public sector contracting, improving the performance of trading operations, developing new markets, new sectors and new skills. Workshops, hands on development and additional resource are all provided. www.aperio-group.com/consultingandsupportservices/socialenterprisecharitytrading.html
Strategic Fundraising: Aperio provides strategic fundraising support by means of reviewing existing organisational approaches, opening up new markets to an organisation’s existing fundraising activities; major gifts revenue generation and high engagement giving/venture philanthropy. www.aperio-group.com/consultingandsupportservices/fundraising.html
Organisational Development: Interim services supporting turnaround and growth. www.aperio-group.com/consultingandsupportservices/otherservices.html
BDO Ltd
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.
BRAC UK
Founded in Bangladesh and now working in eleven countries, we are by some measures the largest non-governmental organisation in the world, an innovator in poverty eradication and a social enterprise offering sustainable pathways out of poverty. Demonstrating the power of a holistic, community-based approach and best known for the scale of our programmes we have created opportunities for 135 million people, mostly women, to create lasting change.
Poor communities are crucial actors and change makers in development and not passive recipients of aid. Working together we design programmes that promote social inclusion through microfinance, education, healthcare, agriculture, livelihood support, legal aid services, community empowerment and profit making social enterprises which feedback into development and take a triple bottom line approach.
BRAC UK works as part of the international BRAC family to raise awareness and funds for our low cost, high impact approach. Developing partnerships in Europe with non-governmental organisations, academics, research institutes, the private sector and governments.
Bates Wells
Bates Wells is a truly purpose-driven law firm and was the first UK law firm to certify as a B Corp. This means we consider the impact of our business decisions on our people, clients, suppliers, community, and the environment. With the UK’s largest dedicated charities department, we advise organisations and individuals on all types of charitable giving and have particular expertise in corporate philanthropy and social investment.
Evelyn Partners
We have clients across six continents who are serviced by dedicated teams with the experience and specialist qualifications to look after their bespoke needs. Be that fintech entrepreneurs or globally mobile sports professionals, family offices or lottery winners, landed estates or multi-generational family businesses.
We don’t have relationship managers, clients have direct, day-to-day, access to those making decisions on their behalf. We have been looking after a significant proportion of clients for several decades, with our longest standing client, now comprising the fifth and sixth generation having appointed us in 1917. Relationships like this cannot be done at arms’ length.
Prism the Gift Fund
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
Rothschild
Social Finance Group
Social Finance is a not for profit organisation that partners with the government, the social sector and the financial community to find better ways of tackling social problems in the UK and beyond. Our unique 50 member team comprises individuals with substantial financial, consulting and social expertise who share a common passion for solving entrenched social problems.
Since we started in 2007, Social Finance has raised over £24 million of social investment and designed a series of programmes to tackle social challenges. These include support for 2,000 short sentence offenders released from Peterborough Prison, 380 children on the edge of care in Essex, 2,500 young people at risk of becoming NEET and 800 rough sleepers in London. We are also alleviating fuel poverty for over 2,300 families in Sunderland, enabling 15,000 families to access nursery places and free children’s services, and providing 7,500 affordable micro loans in Wales.