Foreword

The American industrialist and philanthropist Armand Hammer is quoted as saying “I just want to leave the world a little better than I found it.” A Guide to Giving is designed to help you do the same – whether you are a budding philanthropist or an engaged donor and whether you want to give money, time, expertise or encouragement.

With philanthropy playing an increasingly important role in people’s lives, the third edition of A Guide to Giving is in a league of its own in providing up-to-date practical information, details of organisations that can help, and features on some of the UK’s leading high-net-worth donors. For advisers like us who are involved in helping private clients create their own effective giving strategies, A Guide to Giving is an equally valuable reference.

Susan Mackenzie, editor, and her team are to be congratulated for their professionalism, dedication and enthusiasm in leading this initiative. We are delighted to recommend A Guide to Giving to individuals, companies and foundations considering how they can make a difference.

Mark Evans                                         
Head of Family Business and Philanthropy         
Coutts & Co                                    

Maya Prabhu
Senior Philanthropy Adviser
Coutts & Co

Acknowledgements

A number of individuals and organisations were instrumental in this update to A Guide to Giving. In particular, we are most grateful to the following.

  • Mark Evans, Maya Prabhu and Sarah Moriarity of Coutts for their critical support throughout the revision.
  • The Guide’s Critical Reference Group for their advice and guidance. These are Beth Breeze, David Carrington, Sheila Hooper of Charities Aid Foundation, Victoria Hornby, and Theresa Lloyd. 
  • The guest contributors, whose collaboration has significantly enhanced this Guide. These are Nicky Amos, Roxanne Clark, Alex Connor, Bea Devlin, Mark Evans, Stephen Hammersley, Adrian Hornsby, Rob John, John Kingston, George Latham, Theresa Lloyd, Tris Lumley, Kerry McCarthy, Bernie Morgan, Jeremy Nicholls, Julian Smith, Sonia Sinanan, Nat Sloane, Whitni Thomas, Alastair Wilson and Deborah Xavier.
  • The philanthropists who generously offered their time and shared their experiences.  These are Tarek Ben Halim, Stanley Fink, Alan Hodson, Trevor and Lyn Shears, John Wates and Sir Ian Wood.
  • Sarah McGeehan, most recently of the Community Development Finance Association, for her advice on tax-efficient giving.
  • Roxanne Clark and Nicola Hill for their help in developing the philanthropist profiles.

Bibliography

A Guide to Giving

3rd edition, December 2008

Editor: Susan Mackenzie

Produced by Philanthropy UK
Philanthropy UK is hosted by the Association of Charitable Foundations
www.philanthropyuk.org

Published by the Association of Charitable Foundations

ISBN: 978 1 897916 35 3
© copyright 2008 Association of Charitable Foundations (ACF)

All rights reserved: no part of this work may be reproduced in any form without permission in writing from ACF.

Association of Charitable Foundations
Central House
14 Upper Woburn Place
London WC1H 0AE
Tel: 020 7255 4499
www.acf.org.uk
Email: acf@acf.org.uk

ACF is the UK wide support organisation for grant-making trusts and foundations of all types. ACF’s members include over 300 independent trusts and foundations of all sizes, with total grant-giving of more than £1.25 billion per year. Association of Charitable Foundations is a charity registered in England and Wales and is a company limited by guarantee.

Company registration number: 5190466; Registered charity number 1105412

A catalogue record for this book is available from the British Library.

First published in September 2003
Author: Theresa Lloyd
ISBN: 1 897916 09 4

Second edition, October 2005
Editor: Susan Mackenzie
ISBN: 1 897916 28 0

Every effort has been made to ensure that the information provided in A Guide to Giving is current at the time of publication (December 2008), but the Association of Charitable Foundations (ACF) cannot guarantee its accuracy.  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 cannot 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.