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Foreword
by Mark Evans and Maya Prabhu, Coutts & Co
Executive summary
by Philanthropy UK
A framework for effective giving
by Philanthropy UK
STAGE 2: Developing a giving strategy
Giving networks
by Philanthropy UK
Giving time
by Deborah Xavier, Pilotlight London
Setting up a new charity
by Philanthropy UK
Social entrepreneurship
by Alastair Wilson, School for Social Entrepreneurs
Venture philanthropy
by Dr Rob John, European Venture Philanthropy Association
Combining financial and social returns
Community development finance
by Bernie Morgan, Community Development Finance Association
Microfinance
by Whitni Thomas, Triodos Bank
Risk Capital
by John Kingston, Venturesome
Social Investment
by Adrian Hornsby, Investing for Good
Socially responsible investment
by George Latham, Henderson Global Investors
Sustainable finance
by Alex Connor, Triodos Bank
Philanthropist profile: Sir Ian Wood
STAGE 3: Giving tax efficiently
Charitable trusts
by Sonia Sinanan (ed.), Association of Charitable Foundations
Community foundations
by Stephen Hammersley, Community Foundation Network
Donor-advised funds
by Philanthopy UK
Gift Aid for individuals
by Philanthropy UK
Legacies
by Philanthropy UK
Payroll giving
by Philanthropy UK
Gifts of assets
by Philanthropy UK
Community Investment Tax Relief
by Philanthropy UK
Gift Aid for businesses
by Philanthropy UK
Charity events
by Philanthropy UK
Affinity cards
by Philanthropy UK
Philanthropist profile: Lyn and Trevor Shears
STAGE 4: Constructing a portfolio
UK charitable sector overview
by Philanthropy UK
Charity selection
by Tris Lumley, New Philanthropy Capital
Giving internationally
by Bea Devlin, Charities Aid Foundation
Supporting individuals
by Theresa Lloyd, Theresa Lloyd Associates
Philanthropist profile: Alan Hodson
STAGE 5: Evaluating your impact
Charity impact evaluation
by Kerry McCarthy, Matrix Knowledge Group
Social return on investment (SROI)
by Jeremy Nicholls, SROI UK
Philanthropist profile: Stanley Fink
Family business and philanthropy
Family philanthropy and the family business
by Mark Evans, Coutts & Co
Growing a socially responsible business
by Nicky Amos, Nicky Amos CSR Services Ltd
Community Interest Companies and CSR
by Julian Smith, Farrer & Co
Philanthropist profile: John Wates
© Copyright 2009 Association of Charitable Foundations (ACF)
Every effort has been made to ensure that the information provided in A Guide to Giving is current at the time of publication (December 2009), but the Association of Charitable Foundations (ACF) cannot guarantee its accuracy. Furthermore, there may have been subsequent changes to legislation, policy and/or to tax bands and rates. If you are considering any investment you should seek appropriate professional advice. This guide is not intended to replace professional advice on particular investments or the manner in which tax relief is applied under any scheme, and you should not rely on it for such purposes. You are responsible for your own tax and financial affairs and so should seek independent advice. ACF can not accept responsibility for the investment choices you make.
Views expressed in A Guide to Giving are not necessarily those of Philanthropy UK or the Association of Charitable Foundations.
Coutts & Co is not responsible for the content of A Guide to Giving, and the content does not constitute any advice whatsoever from Coutts & Co. The case studies and profiles within the Guide are not necessarily clients of Coutts & Co. Coutts & Co shall not be liable for any loss whatsoever arising from your reliance on any information produced in the Guide.
