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This Provider Services resource lists philanthropy advisors' services, their unique selling point and the fees they charge, in their own words.
In our Quick guide, advisors have listed the services they offer. We have presented this in a matrix format so you can easily compare providers.
Asian Foundation for Philanthropy (AFP)
Our service
Asian Foundation for Philanthropy is very much a grassroots organisation, working with a number of partners in India. We believe in inspiring social change and our approach to philanthropy advice is based on our three E’s – educate, engage and enable.
USP
Asian Foundation for Philanthropy was founded by Bala Thakrar, who spent 20 years in setting up grassroots projects. Grassroots communities should be “enabled” to identify local solutions for local issues. Philanthropic activities are only a means to an end.
Fee
Based on individual request.
Association of Charitable Foundations (ACF)
Our service
Alongside our work with established trusts and foundations, ACF encourages the development of philanthropy and charitable giving through its Philanthropy UK project. ACF provides a framework in which charitable funders can work together, learn from each other’s experience, explore matters of common concern and achieve good practice in grantmaking.
USP
Association of Charitable Foundations is the leading membership association for UK’s charitable and independent funders and the gateway to a wealth of expertise in funding charities, voluntary organisations and social enterprises. Over 300 trusts and foundations have joined ACF, ranging in size from small and local grant makers to some of the world’s largest foundations. Member benefits include: networking opportunities on a range of funding issues, representation at a policy level with key government and sector decision makers, a protected space for charitable funders to discuss the issues that concern them and the highly-acclaimed quarterly publication Trust & Foundation News.
Fee
Advice on charitable giving and setting up a trust or foundation is given free of charge. Membership of ACF is open to any UK organisation :
- which is an endowed foundation or
- makes grants for charitable purposes.
Non-UK grant making organisations which have an assured source of income may become associate members. Members pay an annual subscription on a sliding scale.
Charities Aid Foundation
Our service
Charities Aid Foundation works internationally with donors to meet their aspirations and work with non-profits to develop their capacity to work with donors. We have extensive knowledge of both donors and charities and are unique in this respect. Through our years of experience and our international network of offices we are able to develop philanthropy on a global scale. For example we were the first to work with emerging market donors in Russia and last year we ran ‘Foundation Schools’ to develop philanthropic giving in Brazil and Russia.
USP
We are an international non-profit organisation and registered UK charity with expertise in supporting charities and social enterprises. We do this by transforming the way donations are made and the way charitable funds are managed. We offer services that make it easy and attractive for donors to give no matter how much they have.
Fee
How we charge depends on the nature of the relationship, for example it will depend on whether it is a commercial one, or built into a broader relationship, or related to CAF’s charitable mission. Some will be on a contract basis, others grants and others donor advised.
Community Foundation Network
Our service
Community Foundations (CFs) offer professional and personalised philanthropic advice, strategic planning and grant portfolio development for clients. They offer in-depth knowledge of local communities; networking and education opportunities as well as opportunities to visit projects and learn about community issues. CFs provide a full grant making, monitoring and evaluation service. As CFs assess around 40-60,000 charities and community groups a year they are able to make specific charity recommendations based on clients’ interests. CFs offer clients an investment vehicle for endowed funds as well as immediate spend (flow-through) funds, and are able to accept a wide range of assets in a tax efficient way. They take on legal and fiscal responsibility for a client’s fund.
USP
Community Foundations are leading experts in revitalising local communities through effective charitable giving. CFs act as a vital link between donors and local needs by connecting those with money to dynamic local organisations whose ability to change lives for the better is only inhibited by a lack of money. A resultsorientated culture and local expertise ensures that money invested makes the lasting difference donors want and expect.
Fee
For a full philanthropy service, the fees are 10-15% of grants made from the donors’ immediate spend (flow-through) fund and 1.5% of the value of the fund per annum for endowed funds.
www.communityfoundations.org.uk
Geneva Global International
Our service
Geneva Global exists to offer the donor a tailor-made service – matching their interests with exceptional high-impact programmes that they can directly connect with and see the results of their giving. We provide a unique suite of bespoke services designed to maximize the impact of their international philanthropic giving, and bring an investment banking mindset to the world of philanthropy. We work with donors to see that their giving catalyzes positive, life-changing results. With Geneva Global, donors will know what their giving accomplishes, and will understand the durable improvements they helped bring to individuals and their communities.
USP
Our distinctives include:
- Significant international infrastructure, including a network of more than 400 community leaders and development experts around the world and grant management experience in over100 countries.
- Use of sophisticated metrics and impact indicators unique to the industry to determine a project’s social return on investment (SROI), giving donors the confidence of knowing exactly what difference their giving makes.
- Industry-leading due diligence that applies an investment mindset to philanthropic giving and ongoing monitoring and reporting allows donors to see how their giving helped to transform lives and improve communities.
Fee
Geneva Global covers its costs in two ways. First, we charge fees for our customised consulting services on a time and cost basis, determined by the particular type of service the client requests. Secondly, for grants under management, we receive a fee in order to provide the necessary due diligence, monitoring, and evaluation services required by law for international philanthropic giving, and for the ongoing reporting services we provide. This fee varies according to the amount of work required, but is always less than 15% of grants managed.
Institute for Philanthropy
Our service
We offer advice to wealthy individuals and families, and to financial institutions; the service that we offer depends upon the requirements and requests of the client, and so this would involve anything from seminars and one-on-one education to weekend retreats with families.
USP
The Institute for Philanthropy works with a global network of over 200 donors and families. Participants in their programmes can draw on the knowledge and experience of this alumni support network. The Institute for Philanthropy arranges regular gatherings for alumni, including visits to the developing world, for continued learning. Their advanced programme is for donors who wish to become leaders in their field.
Fee
The Philanthropy Workshop: Annual programme for up to 15 wealthy donors, consisting of three one-week modules in London,New York and the developing world.
$18000 (approx £11,000)
Next Generation Philanthropy: Annual programme guiding the younger generation of wealthy families as they engage in their personal business or family philanthropy.
£4000
Strong Foundations: Six-day training course for staff of foundations of wealthy donors.
£4000 (discounted to £3,000 for the staff of foundations or grant making trusts that are registered charities)
Individual and Corporate Advising: Bespoke one-to-one advice for individual and corporate clients.
£1200 per day
www.instituteforphilanthropy.org
Investing for Good
Our service
Investing for Good advises on philanthropy and impact investing to private banks, wealth managers, asset managers, family offices, trusts and foundations. Uniquely, we design and deliver portfolios whose primary purpose is to create positive social and environmental impact. These drive the solutions that reduce poverty, foster economic development, tackle climate change and improve access to healthcare, education and housing. At the heart of what we do is our independent rating system for assessing the positive impact of client portfolios. It is the basis upon which we screen, analyse and manage all portfolios. We are regulated as investment advisors under the Financial Services Authority in the UK through our subsidiary, The Social Investment Market.
USP
We have a strong background in wealth management and financial product development, an absolute focus on the investor community and a unique methodology for measuring and rating philanthropic portfolios from the perspective of the investor.
Fee
We charge consultancy and portfolio management fees.
New Philanthropy Capital
Our service
NPC is a consultancy and think tank dedicated to enabling funders and charities to achieve a greater impact. NPC’s clients range from private donors, through to trusts and foundations, professional advisors, businesses and now also charities. Some clients use our consultancy service from start-to-finish – from advice on establishing a foundation to learning more about an issue, selecting grantees, and reviewing their strategy. Others seek our support for specific projects, such as to carry out a charity ‘health check’ or to get advice on co-funding or giving internationally. We do not provide tax or legal advice.
USP
NPC has the UK’s largest research team dedicated to the voluntary sector. We have a ground-breaking framework for analysing charities and our high-quality, independent research covers over 50 issues in the charity sector, from mental health and homelessness to charity mergers and trusteeship. Our team of consultants are uniquely placed to draw on our breadth of knowledge of the charity sector and have built up a wealth of experience over a number of years of working with funders and charities.
Fee
We charge a consultancy fee, calculated on a time and cost basis. NPC is a registered charity and is non-profit.
Pilotlight
Our service
Pilotlight brings together experienced professionals from the business community and harnesses their talents to drive sustainable growth and development in ambitious small to medium-sized charities and social enterprises. We match individuals with carefully assessed charities and manage them through our unique coaching model. Our aim is to build the capacity of innovative organisations and enable them to make a measurable difference. We map our individuals’ philanthropic journey and offer opportunities to learn about the third sector and philanthropy at networking events and workshops. Our governance workshops include a trustee matching service.
USP
Pilotlight’s distinctive mission and highly brokered coaching process differentiates the charity from more traditional pro-bono and volunteer programmes. The calibre of our Pilotlighters (business members) is exceptional and Pilotlight’s highly managed process enables them to ‘point their brains’ at problems and make a real difference to innovative, ambitious organizations. Pilotlighters commit to just three hours a month; Pilotlight ensures their skills make a lasting contribution. Uniquely, Pilotlight evaluates the outcomes of the process, and is able to demonstrate a real and measurable benefit to society at grassroots level.
Fee
Pilotlight offers its services free of charge to charities and social enterprises.
Stewardship
Our service
Stewardship offers a range of tax-effective giving services for clients giving large and small sums. Free technical advice is provided to all, including some tailored at recipients and the responsible management of their funds. Specialist philanthropic advice is offered on an informal basis, with referrals to appropriate consultants when a more bespoke service is required. Our approach is valued by Christians who are driven by a biblical understanding of generosity. We also provide a wealth of free educational materials to clients for whom philanthropy is integral to their Christian faith.
USP
Our clients value our mission to promote a biblical understanding of giving and the responsible management of funds. We aim to partner with both givers and recipients, providing impartial advice on all aspects of charitable giving, from the technical through to the spiritual. We are the largest Christian giving agency and distributed almost £50m of funds last year. We work closely with HMRC, Charity Commission and HM Treasury to raise the standards of charitable giving in the UK, particularly from the UK Christian community.
Fee
We currently have no fixed fees for philanthropic services, but the fees for our giving services are competitive (as at Sept 2009).
Giving Account 3% of gross payment in.
‘Trust’ type account 3% of gross payments in (minimum balance of £10,000) or 0.5% for non Gift Aid payments in. £400 fee cap per payment in.
The Trust Partnership
Our service
From registration through to administration The Trust Partnership manages the daily running of large and small grant making organisations. Providing secretariat services for trustees we administer the entire meeting process and ensure compliance with governance issues and policies. By managing the grant making process, from application to distribution of funds and review of policies, we alleviate the burden for trustees. Specialising in community relations and CSR, The Trust Partnership provides businesses with practical advice on implementing positive community and employee engagement programmes. We administer both internal and external donations and in-kind support to assist our clients in proactively contributing to the communities in which they operate.
USP
Taking an holistic view of philanthropy The Trust Partnership is able to offer advice and practical support to both corporate entities and new or established foundations. Our approach is flexible which enables us to offer bespoke services to each of our 30 client organizations. We offer all of the services that new or established philanthropic individuals or organisations might need.
Fee
Due to the flexibility of our services, fees are structured on the client’s requirements and the complexity of their needs.
http://thetrustpartnership.com/index.php?ID=149
Theresa Lloyd Associates
Our service
Theresa Lloyd Associates’ philanthropy advisory services provides confidential and bespoke advice to individuals and families seeking to develop or review a strategy for their philanthropy which reflects their values, passions and desire for effective engagement. Theresa Lloyd has advised a range of organisations, from new charities to major national institutions, on developing and nurturing relationships with major donors. She understands the concerns of non-profit organisations about what they see as inappropriate intervention, and how the legitimate desire for involvement and effective impact assessment on the part of donors can be met in a spirit of mutual respect and shared commitment to the vision and mission of the organisation.
USP
As a trustee of two small family trusts and with over 20 years’ experience in fundraising, I understand both the donor and the beneficiary perspective. I have extensive knowledge of the market gained as a practitioner and as author of A Guide to Giving (2003), Why Rich People Give (2004) and Cultural Giving (2006). I am a trustee of the European Association for Philanthropy & Giving and an advisory board member of Philanthropy UK. I have an extensive professional network and believe in working with others to facilitate change.
Fee
Hourly/daily rate.
Thomson Philanthropy
Our service
Thomson Philanthropy works with donors to improve the effectiveness of their grant making, especially in the education
sector. Thomson Philanthropy supports individual major donors in order to help them set, and achieve, goals for their giving. At the same time striving to ensure that for donors, and their families, philanthropy is an enjoyable and rewarding experience. Even the most sophisticated grant making foundations may require support in specific areas in order to meet their objectives. With extensive experience in fundraising and in grantmaking, Thomson Philanthropy can examine and address concerns which donor organisations may have regarding the long-term funding sustainability of their grantees.
USP
Thomson Philanthropy exists to enable major donors and grantees to achieve a greater impact. Too often the grant seeking and grant making worlds are detached from one another. With a rare blend of experience from both sides of this relationship, Doug Thomson advises major donors and those seeking to work in partnership with them. Doug works with external teams and individuals to provide a range of services for donors and charitable organisations, usually over an extended period of time.
Fee
Projects are designed and costed on a bespoke basis, using a fee-based daily rate.
Latest News
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Posted on 26th January 2012
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Posted on 26th January 2012
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Posted on 26th January 2012