Resources

Evelyn Partners
Organisation

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-...

Expert opinion
Training in Philanthropy for Professional Advisor's is vital for them to meet their client's needs - Sylvia Brown, Founder of Think Giving, and philanthropist, explains why in this article published...
BDO Ltd
Organisation

The Private Client team at BDO works both in the UK and internationally, with over 50...

Centre for Strategic Philanthropy
Organisation

The Centre for Strategic Philanthropy (CSP) within the University of Cambridge Judge Business School is...

Book
By:
Craig C. Wruck
More than just a planned giving manual, Planned Giving in a Nutshell provides a concise overview of Federal tax incentives for charitable giving, charitable gift methods donors can use to make generous planned gifts, and the assets donors may wish to contribute as well as the integration of planned giving in a comprehensive fundraising program. In order to successfully negotiate complex charitable gifts development officers need to understand the concepts of charitable gift planning and be able to explain them in clear and convincing language.
Report
21/64 and the Johnson Center for Philanthropy
A relatively small group of Generation Xers and Millennials will inherit over $40 trillion in wealth, much of that designated for philanthropy. In this first-of-its-kind research, the Johnson Center and...
Report
CompassPoint Nonprofit Services and the Evelyn and Walter Haas, Jr. Fund,
This study reveals that many nonprofits are stuck in a vicious cycle that threatens their ability to raise the resources they need to succeed. A joint project of CompassPoint and...
Report
Association of Donor Relations Professionals
Donor stewardship is the comprehensive effort of any nonprofit that seeks philanthropic support to ensure that donors experience high-quality interactions with the organisation that foster long-term engagement and investment. This...

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