PHILANTHROPY ADVISERS


117 central to CAF’s philosophy. Mark Greer Charities Aid Foundation


FOCUSHigh-impact giving philanthropy@cafonline.org +44 (0)30 0012 3028 cafonline.org


Mark Greer is managing director of philanthropy services at the Charities Aid Foundation, where he works with ‘wealth managers, family offices and professional advisers to provide world-class philanthropy services to UHNW clients and their families’. Greer enables clients to set up their own foundations by taking on the administrative, governance and compliance tasks to make giving as seamless as possible. ‘We take away the hassle.’ he says.


Greer joined the firm in 2015 from UK Community Foundations and is adept at understanding a client’s objectives and turning them into concrete impact. ‘Properly backing charities,


attaching as few strings as possible, and giving them the flexibility to do their work all adds up to a recipe for good philanthropy,’ he says.


Adviser profile As Managing Director of Philanthropy Services, Mark leads CAF’s work with business, individuals, social entrepreneurs and government to multiply their generosity and achieve life-changing results for the end beneficiaries of their donations. ‘Our philanthropy clients inspire our teams at every turn, stepping forward with generosity, advancing their giving plans and seeking our counsel on how to achieve the most impact through their donations’. This notion of ‘good giving’ is


‘Good philanthropy always has a clear understanding of what it’s designed to achieve,’ says Greer. You also need the humility and flexibility to learn things along the way – for example, many are reluctant to fund overheads or salary costs, ‘but charities need those things to operate’, says Greer. ‘Properly backing charities, attaching as few strings as possible, and giving them the flexibility to do their work all adds up to a recipe for good philanthropy.’


Greer follows a ‘friendly but professional and reliable’ mantra, which is key in guiding clients through the experience of philanthropy, as it is such a personal journey. ‘Philanthropy is a great opportunity to get to know clients, and their families, in a deeper, more personal way,’ he says. ‘This is key to developing a more personal relationship and really understanding what the client wants to achieve with their giving.’


Rennie Hoare C. Hoare & Co.


FOCUS Impact investing and philanthropy


hoaresbank.co.uk


‘Our purpose, as an organisation, is to be both good bankers and good citizens,’ explains Rennie Hoare, scion of the banking dynasty that began with the founding of C. Hoare & Co. in 1672. ‘The successful combination of these ideals has allowed us to thrive for eleven generations and stands us, we hope, in good stead for many more.’ As a partner of C. Hoare & Co. and


Ceris Gardner Maurice Turnor Gardner


FOCUS Succession planning, cross-border tax, art


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It’s been a busy year for Ceris Gardner, thanks in part to her rather broad brief. The private client lawyer heads both the immigration and philanthropy offerings for her firm, Maurice Turnor Gardner. Like many in the profession, Gardner has observed how the pandemic has made more people think about estate planning – which has meant a raft of work on wills and lasting power of attorney. Gardner tells Spear’s she is also seeing pent-up demand from clients who are looking to ‘firm up their plans and actually come to the UK and take advantage of our remittance basis of taxation for non-domiciled individuals’. With Brexit done, she predicts a rush on investor visas from EU citizens.


the bank’s head of philanthropy, Hoare has built on the bank’s foundations, winning recognition for his vision: he was named Spear’s Philanthropy Adviser of the Year in 2019. ‘Discussions about philanthropy are an opportunity for us to hear what motivates customers and to understand their passions,’ he says.


Adviser profile ‘Philanthropy is often viewed as a deeply traditional exercise,’ says Rennie Hoare. ‘At C. Hoare & Co., we have always tried to seek out contemporary, innovative ways of responding to societal issues. Through time, we have had a customer base that is massively interested in, and invigorated by, philanthropy and we have adapted along with our customers to meet emerging needs’. Hoare has built on his family’s centuries-long tradition of charitable giving: in 1719 ‘Good Henry’ Hoare founded Westminster Hospital, the first hospital to offer care free at the point of need, while the Royal Trinity Hospice established by William Hoare in 1891 revolutionised end-of-life care. In 2019/20 C. Hoare & Co.’s charitable trust, the Golden Bottle Trust, donated £2,798,914 to some 325


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beneficiaries, but Hoare is equally proud of the bank’s Master Charitable Trust (MCT), a pioneering donor advised fund set up to encourage and facilitate customers’ charitable giving. ‘We were the first UK bank to set up a donor advised fund,’ he explains, ‘In 2021 we celebrated MCT’s tenth anniversary. It now stands at 10 per cent of the UK DAF market and we have overseen donations of £160m from the fund. In the 18 months leading up to the Covid pandemic, £40m was donated out of it. In the 18 months since Covid hit, £83m was donated out of it. That, to me, shows one of the central strengths of the bank, the advantage of having like-minded customers who, when there is identified need, really step up.’ As chair of Philanthropy Impact,


Hoare works with advisers, philanthropists, charities and governments to develop best practice. ‘I am passionate about strengthening the whole philanthropy and impact-investment sector,’ he says. ‘It is hugely inspiring to be part of that growing eco-system.’


Tom Hall UBS


FOCUS Philanthropy


‘Philanthropy has become a fundamental part of wealth management,’ says Tom Hall, head of philanthropy services in the UK for UBS. With many years’ experience in the charity and philanthropy sector, he is well equipped to advise the 90 per cent of UBS clients who are involved in philanthropy. Hall says social impact and sustainability is coming to the fore, with donors more focused on the effectiveness of giving. ‘In the next 30 years, there will be c. $5 trillion ring-fenced for philanthropy,’ he adds.‘The focus of this new breed of philanthropists is to solve social and environmental problems they are passionate about. They are willing to take big risks, including no financial return, in pursuit of those goals.’


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