This website 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, family and community foundations, financial planners, and family business consultants.
It is developed and managed by two of the UK's leading authorities on philanthropy and private client advisory: Philanthropy UK and the Society of Trust and Estate Practitioners (STEP).
The last ten years has seen a sea change in philanthropy in the UK. More wealthy people are giving, and more are seeking professional advice on how to give effectively. Even in these changing times, philanthropists remain committed to their causes, knowing that this is the when charities especially need their support.
Offering philanthropic advice helps you to build strong relationship with your clients, as it addresses an area of clients’ lives that they are passionate about. It also can help attract and retain clients by expanding the menu of services you offer them.
This website aims to help private client advisors more effectively support their clients’ philanthropic aims. Until now advisors have had to search many and varied sources for information on philanthropy. This new resource provides all the information you need in one place, and signposts you to more detailed information and other helpful resources.
What is philanthropy?
We use the term philanthropy broadly, to capture the range of ways in which people can express a sense of social responsibility. This includes giving time and advice as well as money. It also includes ways to combine social and financial returns, such as through microfinance and mission-connected investment.
Your feedback
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
