Philanthropy ImpactExpertise and Knowledge

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We provide a comprehensive support to anyone looking for information on Philanthropy and Impact Investment. Whether you are looking for solutions for a client, an individual looking for information, or you are a not-for-profit looking to engage better, we have something for you.

We provide knowledge sharing, training and networking opportunities to increase and improve Philanthropy and Social Impact investment for all.

We are a recognised Centre of Excellence offering the following services:

Philanthropy Impact's searchable Resource Hub where you can find all our articles, research and publications on specific topics and causes. 

Becoming a Member gives you access to our in-house expertise and support in your work, whilst also giving you free registration for events, and access to many other benefits as part of our community of like-minded firms, individuals and organisations.

We offer a comprehensive programme of self-certified CPD Events covering the most pressing topics globally.

Training Courses for Professional Advisors to develop their client service offer and strengthen their customer service proposition.

Advocacy and engagement to ensure that everyone has a voice among policy makers in Philanthropy and Social Investment

There are two courses for professional advisors with an interest in values-based client-centric solutions for (U)HNW clients. They are:

Customer Centricity: This CPD Certified and CISI Endorsed course takes advisors step by step through a process your firm and advisors can adopt to improve your approach to client suitability, the critical component in your firm’s ability to meet the Consumer Duty’s two outcomes on customer support and consumer understanding – related to customer centricity and values based impact investment.

Changing Times: This CPD Certified and CISI Endorsed course is designed to prepare Private Client Professional Sdvisors to meet the changing client demand for support on their philanthropic journey - leading to improve client engagement, and benefits for the firm and its advisors.


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