119


Plum Lomax NPC


FOCUS Philanthropy, impact investing


Donor adviser Plum Lomax has been supporting individual, family and corporate philanthropy for well over a decade. The deputy head of NPC’s Funders team notes that family foundations and offices have dominated their work. ‘There is increasing interest in impact investment, and we help clients understand their options, as well as analysing the social impact of investment deals.’ Lomax, former head of European equity strategy at Merrill Lynch, says NPC has published reports on refugees, the education sector and children in care, adding that the refugees research drove more funding for the sector. ‘We’re also excited about how we can help the social sector benefit from new digital platforms.’


Ben Morton Wright Global Philanthropic


FOCUS Endowments


Frances Prenn Scott Prenn


FOCUS Fundraising consultancy


Ben Morton Wright is president and CEO of Global Philanthropic, and launched Talking Philanthropy, an annual forum for donors, advisers and third sector experts, two years ago. His group’s partnership with Kleinwort Hambros Bank – in which his operation helps support the philanthropic ambitions of the institution’s clients – is the largest of its kind, he says. ‘Working closely with banks, private clients and medium-sized firms has allowed the group to develop and distribute resources for charitable giving in Africa, Asia and the Middle East… What we try to do is create a space where we can reflect on some of the big issues and learn from each other.’ Morton Wright favours endowments, as ‘the gift goes on forever’.


‘What’s really important is true partnership between executives, trustees and philanthropists,’ says Frances Prenn, who founded Scott Prenn LLP over 20 years ago. The fundraising consultancy specialises in delivering high-impact campaign services, on-board leadership development, and corporate engagement and partnerships to non-profit organisations. Charities work with Scott Prenn to grow and develop, with an emphasis on major gifts and transatlantic philanthropy. Scott Prenn also advises individuals, families, and foundations. Clients include The McCain Institute, Autism Research Trust, and The Global Fund to Fight AIDS, Tuberculosis and Malaria.


Randi Weaver Good Giving Consulting


FOCUS Families, charities, sportspeople


randi@goodgivingglobal.com goodgivingglobal.com


Russell Prior HSBC Private Banking FOCUS Entrepreneurs, HNWs Sarah Rowley Charles Russell Speechlys FOCUS Legal


Randi Weaver started her career in global financial services before setting up Good Giving, a consultancy focused on tailored philanthropy for a single family, family office or individual benefactor. Partnering with philanthropists and their advisers, Good Giving renews or designs from scratch a personalised giving programme. Specialist areas include family, sports and corporate philanthropy. The common thread between client groups, ‘be they families, businesses or individuals’, says Weaver, ‘is that they are seeking donor satisfaction and management of the financial and reputation risk which can be associated with charitable giving’.


Russell Prior, head of philanthropy for EMEA at HSBC Private Banking, often finds himself working with millennial HNWs. According to HSBC research, they have ‘different attitudes’ to their predecessors. They are ‘more driven by making an impact on their communities than [older] generations... social impact is as important to them as personal wealth. This emphasises the importance of the different generations in families sharing their views and vision of the future.’ As chair of trustees of a charitable foundation, Prior believes his first-hand experience underpins his understanding of philanthropy, ‘from a strong sense of purpose [to] the development of sound interventions and projects.’


‘The diversity of my clients means that no one day is ever the same. I am in a privileged position to see what really works and to share new strategies and practical solutions with my clients,’ says Sarah Rowley, head of the growing charities and philanthropy practice at Charles Russell Speechlys. Rowley is passionate about ensuring her clients smoothly navigate the complexities of charity law. ‘Charities have to operate in a highly regulated, sometimes counterintuitive way, and this can frustrate those who wish to found and support them,’ she says. ‘My experience of the sector helps HNWs/UHNWs, families, entrepreneurs, and forward-thinking businesses to achieve their charitable and philanthropic ambitions.’


What we try to do is create


a space where we can reflect


on some of the big issues and


learn from each other


Ben Morton Wright Global Philanthropic


Adviser profile Good Giving is the proactive management of donations of time and money. At different stages in life, and specific times of the year, donors give more thought to charitable giving. Whether one wishes to share their abundance, honour a relative, integrate into a new community or be tax-efficient, developing a structured giving programme increases its satisfaction. Good Giving guides this process using a donor’s objectives in giving and time horizon. ‘We provide philanthropy advisory services that cover the spectrum from planning and beneficiary selection to implementation, monitoring, evaluation and exit strategy, including the education, research and administrative support required to maximise donor satisfaction.’


PHILANTHROPY ADVISERS


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