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"This new website for advisors is excellent. It is clear, simple and easy to navigate - and, most importantly, has the right content to support any advisor, whether experienced or otherwise, who aims to give high-quality philanthropy advice to their clients."
- Rebecca Eastmond, UK Head of Philanthropic Services, JP Morgan Private Bank
This new website provides a comprehensive ‘one-stop’ guide for private client advisors to more effectively support their clients’ philanthropic aims.
Giving advice: a guide for philanthropy advisors, developed by Philanthropy UK and The Society of Trust and Estate Practitioners (STEP), two of the UK's leading providers of philanthropy advice, offers essential information in one place.
The step-by-step guide includes a framework for advising clients on philanthropy, case studies and key questions and answers, with signposts to more detailed information and other helpful resources.
It is designed to support private client advisors of all types – encompassing a wide range of individuals and firms, including private bankers, wealth managers, trust and estate lawyers, accountants, trust and family office managers, financial planners, and family business consultants.
We would be glad for your feedback to help us ensure that this resource can continue to be a useful guide and valuable source of support for you. Please do get in touch!
