Resources

PIMFA - The Personal Investment Management and Financial Advice Association
Organisation
The Personal Investment Management and Financial Advice Association (PIMFA) is the trade association for firms that provide investment management and financial advice to help individuals and families plan for their financial life journeys.
PIMFA’s membership consists of two groups...
Mishcon de Reya
Organisation
Mishcon de Reya services an international community of clients and provides advice in situations where the constraints of geography often do not apply. Our philanthropy team work with individuals and families to ensure they achieve the very greatest impact with their giving by advising on legal, governance, tax, policy and political aspects.
Report
US Trust and The Philanthropic Initiative, Inc. (TPI)
The philanthropic conversation between professional advisors and their clients is important to have early and often, but many of these conversations are falling short of their potential. To better understand...
Report
Wings
This guide is for all funders who wish to understand how they can contribute to unlocking philanthropy's potential to build more resilient, sustainable and democratic societies. This is what the...
Expert opinion
IT WAS IN 1987 that, following an altercation with my driver—whom I suspected wanted to take the car to his home to siphon out the excess petrol and sell it—I...
Expert opinion
In contrast to the somewhat bleak findings by Oxfam recently regarding global wealth inequality, reports and surveys are consistently confirming that philanthropy is growing in importance for UHNWIs around the...
Book Review
Pragmatic Philanthropy: Asian charity explained Authors: Ruth Shapiro, with Manish Mirchandani and Heesu Jang Ruth Shapiro’s highly readable title is a welcome addition to the surprisingly underrepresented catalogue of books on Asian philanthropy. Philanthropy sits at the nexus between astonishing...
Expert opinion
The United States is the birthplace of many financial innovations, from exchange traded funds (ETFs) to digital payment platforms. Innovation is in the DNA of our financial system. In the...
Expert opinion
In recent months, many quality charities have lost the trust of their donors. Major donors – philanthropists – wonder if they should do something, and if so then what. As...
Expert opinion
While artificial intelligence (AI) is often thought of as an almost science-fictional term, it is slowly being drip-fed into our everyday lexicon and activities, perhaps without us really noticing, and...

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