Resources

Expert opinion
A review of progress since 2011.
Expert opinion
Donor-advised funds (DAFs) are a well-established vehicle for philanthropy in the United States – where contributions to DAFs reached $23.27 billion in 2016 1 – and their popularity in the...
Expert opinion
By encouraging your clients’ millennial children to think about philanthropy now, you stand a better chance of keeping them as clients in the future. Over 90% of heirs will change...
Report
The Philanthropy Workshop
TPW's “Going Beyond Giving" Report seeks to better understand high and ultra-high net worth philanthropists' motivations, actions, and practices. It is the first study to include a sample of TPW's...
LCM Family
Organisation

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 ...

Expert opinion
As the trend grows for high net worth individuals (HNWIs) to incorporate philanthropy into their wealth management strategies, jurisdictions are having to adapt their regulatory frameworks to ensure that they...
Expert opinion
Caroline Fiennes’ book outlines advice about how to give well. It’s for any donor: with sections on how to give if you have literally no money at all, if you...
Thoughtful Philanthropy
Organisation

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...