You're currently viewing:
Special features
Donor Education Learning Community
In its insightful report What’s Next for Philanthropy, the Monitor Institute highlights ‘acting bigger’ as a critical imperative for philanthropists who aspire to solve the world’s ‘wicked problems’. Advisers and educators who seek to help …
Philanthropy UK and STEP establish Giving Advice website
Philanthropy UK and the Society of Trust and Estate Practitioners (STEP) have jointly created the Giving Advice website to support private client advisers of all types: private bankers, wealth managers, trust and estate lawyers, accountants, …
A profession in search of standards
There is a famous Peanuts cartoon that hangs in the offices of many philanthropy advisers that ends with the punchline: ‘I want to be a great philanthropist with someone else’s money!’ The philanthropy advice market …
Catching the ‘up’ moment on the roller coaster ride
My most memorable encounter with a donor client happened around ten years ago, in my native town of Krasnodar in the south of Russia. Briefly, Krasnodar is a 300-year-old provincial city near the Black Sea, …
The philanthropic concierge
I am in the business of wanting philanthropy to grow and so I am, in principle, greatly encouraged by the increase in the numbers of new philanthropists. According to World Wealth Report 2010, produced by …
No bad philanthropy?
A lot has been written in this issue of Alliance by advisers and observers of the field about what donors need, but what do philanthropists themselves say? What’s their view of advisers? And of their …
Building a relationship of equals
‘The adviser should play the role of an educator or a coach in supporting the decision-making of the donor,’ says Marcos Kisil of IDIS (Brazil). As more and more donors, especially substantial ones, want to …
Banks and philanthropy advice: are there dangers?
As the articles in this Alliance special feature make clear, philanthropy advice is a small field relative to the growing number of donors and potential donors, but it’s a growing one. Among those increasingly offering …
A steering group for the philanthropy advice field
A steering group of individuals and organizations involved in providing philanthropy advice was created in late 2009 with the aim of stimulating the provision of and take-up of good philanthropy advice in the UK. New …
Banks and philanthropy advice: what’s happening in emerging markets?
As we have seen throughout this special feature, major financial institutions and wealth advisers in Western Europe and the US are increasingly beginning to offer their clients philanthropy advice services, though all our contributors seem …