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Resources for advisors
More and more wealthy individuals are becoming involved in philanthropy, but many simply don’t know where to start, and are turning to their trusted advisors for guidance on how to get started on their philanthropic journey.
In response, professional advisors of all types are increasingly seeking to offer bespoke philanthropy services to their private clients, but often are unsure about what clients really want and what services advisors should provide.
Philanthropy UK is meeting the growing need for such advice and information with a number of resources created specifically for client advisors.
Quick guide to philanthropy advisors
In our ‘at-a-glance’ guide, philanthropy advisors have listed the services they offer. We have presented this in a matrix so you can easily compare providers.
By clicking on the name of the provider in the interactive matrix, you can link directly to the Provider Services appendix. This details their services, their unique selling point and the fees they charge.
If your organisation offers advice to donors and you would like to add your services to our Quick guide to philanthropy advisors please fill in the form.
Giving advice: a guide for philanthropy advisors
This new website provides a comprehensive ‘one-stop’ guide for private client advisors to more effectively support their clients’ philanthropic aims.
Developed by Philanthropy UK and The Society of Trust and Estate Practitioners (STEP), two of the UK's leading providers of philanthropy advice, Giving advice: a guide for philanthropy advisors, 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.
