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Giving Advice

" Advisors play a critical role in effective giving and this resource will take us one step closer to further embedding a culture of strategic philanthropy in the UK. " Dame Stephanie Shirley, UK Ambassador for Philanthropy

A key part of the work of an advisor is guiding a client from the initial spark of inspiration to deciding upon and implementing a giving strategy. This section discusses the elements involved and shows where to turn for further information.

We would like to hear from advisors about what further information might be useful.
Please email us at info@philanthropyuk.org.

  • Philanthropic framework
  • Charitable vehicles & tax-efficient giving
  • Issues to consider
  • Resources for advisors
  • More philanthropic options
  • Cross-border giving
  • Family philanthropy
  • Donor networks
  • Evaluation tools
  • Next Steps
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Giving Advice: Home page

  • Introduction
  • Why talk to clients about philanthropy?
  • Asking the Question
  • Giving Advice
    • Philanthropic framework
    • Charitable vehicles & tax-efficient giving
    • Issues to consider
    • Resources for advisors
    • More philanthropic options
    • Cross-border giving
    • Family philanthropy
    • Donor networks
    • Evaluation tools
    • Next Steps
  • Framework
  • About us
  • Acknowledgements
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