Talking to clients about their charitable giving is often a ‘no-go’ area for wealth advisors, particularly in the UK. Many advisors consider it unseemly or intrusive to ask clients about their private giving. Although they wouldn’t phrase it this way, others worry that if they bring up giving, the client will divest assets to fund their philanthropy.
August 2017 | Author: John Canady
Many global philanthropists are re-visiting the conventional wisdom on endowment management. They are allocating a portion of their endowment capital to impact investing, where an investment achieves both financial and measurable social returns.
July 2017 | Author: John Canady
Structured philanthropy is on the rise. Philanthropists are increasingly using formalised structures, such as donor-advised funds, to plan and execute their philanthropy. Their goal is to be more strategic and achieve greater impact over time.
NPT-UK is the recipient of the 2016 WealthBriefing Awards' Philanthropic Offering - Highly Commended
NPT-UK is the winner of the 2016 WealthBriefing GCC Region's Editor's Award - Philanthropic Offering