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).
BDB Pitmans LLP
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.
Frank Hirth plc
Established in 1975, Frank Hirth is a multi-award winning firm specialising in international tax and accounting. We have offices in London and New York, and close affiliations with our sister companies Frank Hirth & Co. LLP, specialising in Audit and regulated by the ACCA.
We have been helping clients with their UK and US tax filing obligations for forty years and offer a joined up holistic approach to tax planning and compliance requirements. Our specialist teams offer tailored advice spanning our business tax, private clients and audit groups allowing for an integrated approach, both domestic and offshore, which allows us to look at the wider picture and tailor our advice with your particular requirements in mind.
J.P. Morgan
L'Alliance Révision
L’Alliance Révision offers assurance, trust, accounting, tax compliance and corporate finance services. We are regulated by the Luxembourg financial regulator, the Commission de Surveillance du Secteur Financier (C.S.S.F) and the Luxembourg Institut des Réviseurs d'Entreprises (I.R.E). Our firm is Réviseur d'Entreprises Agréé.
L’Alliance Révision is an independent member firm of PrimeGlobal, a global association of independent accounting firms.
Our clients require timely delivery of service and trust. These are the methods by which we build long term value added relationships. The tailored services that we provide to our clients are based on a careful evaluation of their specific needs. Once the exact requirements are identified we can draw on the collective know-how of our excellent strategic and professional relationships with teams of accountants, lawyers and financial advisers situated in major financial centres in both Europe and Luxembourg. Our clients benefit from L’Alliance Révision’s unique size, skill and structure. Therefore we are able to offer our clientèle top quality performance that is combined with an exceptional ability to respond quickly to their ever changing needs.
Our clients operate in the following sectors: Financial, Real Estate, Hotel and Tourism, Trade and Charitable Associations, Professionals in the Financial Sector, Energy
LCM Family
LCM provides a broad range of multi-family office support, working with a wide range of high net worth families across the breadth of the UK and overseas.
LCM offers independent, thoughtful and well-researched advice on general wealth management issues, tax, retirement, succession planning, investments, philanthropy and Socially Responsible Impact investing.
Working with clients' existing advisers as well as its own, LCM takes a broad view of it clients' finances and long term goals, making sure that the impact of each transaction and decision is well thought through and understood.
LCM is viewed by its clients as a valued sounding board and trusted friend - proactive and conscientious, available and on their side 24/7.
We have offices in Cheshire and London.
More Partnership
PIMFA - The Personal Investment Management and Financial Advice Association
- Represent the diverse range of firms in the investment and financial advice industry with a unified voice
- Provide industry thought leadership, consolidating our extensive technical insights and expertise in research and policy work
- Lead the debate on policy and regulatory recommendations to ensure an optimal operating environment for firms and clients, maintaining the UK’s position as a leading global centre of excellence
- Through our advocacy work, we promote the industry as a key catalyst to develop a culture of savings and investment in the UK
- Promote a greater understanding of the sector and its role as a beneficial force in transforming the way people save and invest for the future
- Facilitate dialogue across industry stakeholders, while developing best-practice guidance
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
Rockefeller Philanthropy Advisors
SDG Changemakers
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.
Thoughtful Philanthropy
ThoughtfulPhilanthropy offers personalized, professional research to inform your charitable giving.
Thoughtful Philanthropy’s Director, Lauren Janus, works with individuals and couples to understand their passions and priorities for giving to charity. Using her background in the charity sector combined with an MBA, Lauren creates giving reports that help her clients understand the issues behind the causes they care about, and suggests impactful ways to donate.
From climate change to AIDS in Africa, Lauren will map out the players and highlight the strategies organizations are following to solve the issue you care about. She’ll create an accessible, personalized report for you to take away and consider before deciding which group/s you will give to.
If you are thinking about an issue or cause you’d like to support–whether it’s the obesity epidemic or the endangered sand cat–but want to be really thoughtful in how you give your money away, please get in touch about becoming a client. I’d love to hear what issues you care about.
You can sign up for alerts from Lauren's regular blog, or follow her on Facebook or Twitter.