Philanthropy Impact Information

Our mission is to increase the flow of capital for good by enabling private clients and their families to match their purpose driven wealth strategies with their values, capturing their sustainable, social and impact investment and philanthropy preferences across the spectrum of capital. We work with professional advisors to ultra-high net worth and high net worth individuals to grow and enhance the quality of the support they give to their clients, the UK’s wealthiest individuals, around their donor and social/impact investment journey. We are a membership organisation for private client advisors, wealth management, private banking, independent financial advice, tax and legal sectors; as well as individual philanthropists and social investors, trusts and foundations, charities and social enterprises. We act as a knowledge hub and centre of excellence offering events, specialist knowledge sharing, CPD accredited and CISI endorsed training, voluntary standards and sector and government liaison. We train professional advisors, of all disciplines, to provide philanthropy and social investment advice to meet their clients growing needs for this support. Learning outcomes enable advisors to expand their expertise and advisory services, establish new client relationships and deepen their existing ones as well as retain clients across generations, by engaging the next generation in family philanthropy.