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Sep 2009: Philanthropy Advice

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  • Sep2009Issue38
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Matthew Bowcock, chairman of the Community Foundation Network, writes about his philanthropic journey

The demand for ‘more effective’ philanthropy has given rise to an ancillary ‘sector’ – philanthropy advice. Donors today can take advantage of a growing number of very different organisations prepared to advise and support them on how to give more effectively, efficiently and enjoyably. But as the number of these providers increases and the sector expands – and in the last few months we have seen at least four advisory services launch in the UK alone – so the choices can become overwhelming. Where does a donor seeking formal advice begin?

In this issue of the Philanthropy UK Newsletter, we attempt to answer that question. We have interviewed a broad cross-section of providers, including charities, wealth managers, solicitors and specialists to find out what services they offer and what each one feels is their unique selling point. Our Quick guide to philanthropy advisors is a user-friendly matrix of services currently on offer and is presented in an easy-to-compare format.

Our lead feature goes ‘inside’ the advisory sector to explore the opportunities, challenges and issues facing donors and advisors, and in ‘A decade of development’ we chart the rise of the advisory ‘market-to-be’ - for this sector is still finding its feet. The development of the market is under discussion in ‘The business of philanthropy,’ in which specialist advisor New Philanthropy Capital looks at how the market might be built, offering insights from its own research due to be published this autumn. The US market is a fair way ahead of Europe, and in her 'Letter from America' Melissa Berman, CEO of Rockefeller Philanthropy Advisors, gives a personal view, exploding a few myths about setting up as an advisor and offering informed opinion on what will aid the development of philanthropy advice across the globe.

We hope you find this newsletter useful and we always welcome feedback and ideas from our readers, so if you would like to comment on this issue, or contribute an original article, please email us at editor@philanthropyuk.org.

Best wishes,

Cheryl Chapman
Managing Editor

  • Managing Editor: Cheryl Chapman
  • Editorial Board: David Carrington (Chair), Beth Breeze, David Emerson, Susan Mackenzie and Sue Wixley
  • With support from Ben Eyre

Philanthropy advice: sector survey

Buying in to advice: What professional advisors can add to your giving

Philanthropy advice is exciting a lot of interest from providers and donors, but has a way to go before the promise it presents to both is fulfilled.
Read more...

Legislating for philanthropy: government and giving

The decision to give is largely a private matter between an individual and their conscience. But the state has been active in building a more generous society over the last decade with good...
Read more...

A decade of development: 10 years of advice

The fledgling UK philanthropy advisory industry is approaching a tipping point; there is a belief by those working within it that in the next five years it could become a fully fledged market.
Read more...

The business of philanthropy

A forthcoming research report from New Philanthropy Capital (NPC), which offers analysis and advice to charities and funders, explores the state of the underdeveloped philanthropy advice...
Read more...

Quick guide to philanthropy advisors: compare philanthropy services with our user-friendly matrix

In our ‘at-a-glance’ guide, philanthropy advisors have listed the services they offer. We have presented this in a matrix so you can easily compare providers.
Read more...

Provider Services appendix

Wealth advisors

This Provider Services resource lists philanthropy advisors' services, their unique selling point and the fees they charge, in their own words.
Read more...

Specialist advisors

This Provider Services resource lists philanthropy advisors' services, their unique selling point and the fees they charge, in their own words.
Read more...

Solicitors

This Provider Services resource lists philanthropy advisors' services, their unique selling point and the fees they charge, in their own words.
Read more...

International advisors

This Provider Services resource lists philanthropy advisors' services, their unique selling point and the fees they charge, in their own words.
Read more...

My philanthropic journey

Grassroots giving on home turf

How did I get here? Too frequently, our lives are not really choices, but the result of circumstances. In my case, it was serendipity – a fortunate set of circumstances that brought me to a...
Read more...

Influential Reader

Influential reading

Robert Dufton
In each newsletter, Philanthropy UK invites an influential person from the philanthropy sector to tell us what books have most inspired and shaped their approach to philanthropy. Our ‘...
Read more...

Letter From America

An insider view of the US market

Chances are, if you ask your financial advisor for ideas about how to deal with a bothersome tooth, she will decline to offer a point of view. If you ask your dentist about how to write your will...
Read more...

Events and programmes

Reports from Alliance magazine

The Philanthropy UK Newsletter is grateful to Alliance magazine for its permission to reproduce the following summaries of its event reports.
Read more...

What's new in social investment

A brief round-up of developments from the social investment world

Prepared by UKSIF
Read more...

Book Reviews

The Influential Fundraiser: Using the psychology of persuasion to achieve outstanding results, by Bernard Ross and Clare Segal

We are all social animals and our thinking and behaviour can be greatly influenced by those around us. This book explains how to apply the psychology of persuasion to crafting fundraising appeals.
Read more...

Notices

The State of Giving Research in Europe: Household donations to charitable organizations in twelve European countries

This publication is an output of a meeting held in January 2008 at VU University in Amsterdam, attended by many of the leading European academics who focus on charitable giving and philanthropy.
Read more...

Giving Circles: Philanthropy, voluntary associations and democracy

This book is positioned as a riposte to Robert Putnam’s famous assertion that we are now ‘Bowling Alone’ due to the collapse of community.
Read more...

Globalization, Philanthropy and Civil Society: Projecting institutional logics abroad

The foreword to this edited volume correctly notes that, “Analytically constructed studies of philanthropy are in short supply” and books that do appear tend to be either &
Read more...

Local Pride: Individual giving to the arts in England

This report contains the findings of a study into the motivations of individual supporters of the arts; both donors and recipient organizations were surveyed between November 2008 and March 2009. It...
Read more...

Family Foundation Philanthropy 2009

This publication is the second report on family foundation philanthropy written by Pharoah, who is co-director of the ESRC Research Centre for Giving and Philanthropy.
Read more...

Firm Foundations: A snapshot of how trusts and foundations are responding to the economic downturn in 2009

This report offers a ‘snap-shot’ of the impact of the current recession on UK charitable trusts and foundations.
Read more...

Billions of Drops in Millions of Buckets: Why philanthropy doesn’t advance social progres

The sub-title of this book is clearly designed to provoke, but the plethora of endorsements from the great and the good of the philanthropy world (including from the UK’s own Martin Brookes)
Read more...
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In this issue:

  • All Content
  • Philanthropy advice: sector survey
  • Provider Services appendix
  • My philanthropic journey
  • Influential Reader
  • Letter From America
  • Events and programmes
  • What's new in social investment
  • Publication Reviews and Notices
""
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  • For Grant Seekers
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The purpose of the Newsletter is to disseminate information about innovations and new developments in philanthropy. To submit an article for consideration, please contact the Editor at editor@philanthropyuk.org. The secretariat for the Newsletter is being provided by ACF. To subscribe free of charge, please complete our subscription form.

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