Philanthropy programme launches to educate advisors

By: 

Cheryl Chapman

Managing Editor, Philanthropy UK

In a boost to the philanthropy advisory sector, STEP, The Society of Trust & Estate Practitioner and EAPG, The European Association for Philanthropy and Giving, have agreed to work together to provide a jointly developed educational series for advisors.

The Philanthropy Programme is underpinned by a programme advisory committee chaired by Lord Janvrin, non-executive director of HSBC Private Bank. It comprises five events and is aimed at providers of philanthropy and major charitable giving advice.

Sue Daniels, executive director, EAPG said: “Working with STEP has enabled the creation of a programme that will ensure professional advisors have access to the most current information that will enable them to work more successfully with their clients and to develop and build their philanthropy practices.”

The series launches on the 21 February with an event entitled ‘Philanthropy Advice: is the current business model right for your clients?’ which will be held in central London.

Prices for EAPG members for discussion forums: £50 (for-profit organisations) and £30 (non-profit organisations) and for non-members: £70 (for-profit organisations) and £50 (non-profit organisations)

Prices for EAPG members for symposia: £120 (for-profit organisations) and £90 (non-profit organisations) and for non-members: £150 (for-profit organisations) and £110 (non-profit organisations).

To view the full Philanthropy Programme, click here

Philanthropy UK’s website Giving advice: a guide for philanthropy advisors is a free resource that 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 with STEP, offers essential information in one place including a step-by-step guide, a framework for advising clients on philanthropy, case studies and key questions and answers, with signposts to more detailed information and other helpful resources.