Resources

Book List
"This book should be required reading for new donors and experienced philanthropists. Klein and Berrie have crafted a winning combination of practical guidelines and heartfelt personal accounts to create a moving call to action for anyone who wishes to give...
Report
New Philanthropy Capital ( NPC)
Introduction Philanthropy is an incredible source for good. Millions of lives are changed by the generosity of individuals and foundations. Yet there is an innate power imbalance at the heart...
Chapel & York
Organisation

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...

Expert opinion
At Jersey Finance’s Annual Private Wealth Conference in London , on 26 September 2019, it was made inexplicably clear that philanthropy and socially responsible investing (SRI) are now core considerations...
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...
Report
Thoughtful Philanthropy
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future.
Expert opinion
A review of progress since 2011.

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