Philanthropy Impact

❗️Thank you to those who attended Leading With Purpose: New Wealth Holders Reshaping Philanthropy and Impact Investment Across the Spectrum of Capital, yesterday evening! It was truly wonderful to gather leaders in the room to discuss the future of philanthropy and impact investing! We extend our heartfelt thanks to our distinguished panel: 🟣Sarah Rowley, Partner, Charles Russell Speechlys 🟣Rebecca Cretney, Senior Investment Specialist, Nedbank Private Wealth 🟣Darshita Gillies, CEO, Maanch 🟣Jamie Broderick, Director, Impact Investing Institute Their expertise and perspectives made the evening both engaging and thought-provoking. 🤝 We are also deeply grateful to the RSPCA for partnering with us and to Charles Russell Speechlys for hosting us at their offices! 👉 For more information about our events, please visit: https://lnkd.in/eM9rYtex

❗️Don’t miss your LAST CHANCE to register for Leading With Purpose: New Wealth Holders Reshaping Philanthropy and Impact Investment Across the Spectrum of Capital This event, Co-branded with the RSPCA and kindly hosted by Charles Russell Speechlys will convene prominent leaders in philanthropy and impact investing who are making significant strides in transforming global communities and industries. 🌍 Through in-depth case studies and dynamic discussions, we will explore the strategies and approaches new wealth holders bring to philanthropy and impact investment, highlighting their influence on key global issues such as climate change, poverty, and education. We are excited to annouce that Jamie Broderick, Director of the Impact Investing Institute, will be joining the panel. 🤝 👉 Don’t miss out, register now: https://lnkd.in/esEBniqR Sarah Rowley Rebecca Cretney Darshita Gillies

📌 Welcome to our New Members, The British Red Cross We are delighted to welcome The British Red Cross to the Philanthropy Impact community. 🤝 They said: “The British Red Cross is excited to join Philanthropy Impact. Being part of this collaborative network allows us to contribute to meaningful change and drive impactful philanthropy across the globe. With record levels of humanitarian need, it has never been more important to have access to space for knowledge-sharing and networking with like-minded professionals who are all committed to creating positive social change. We are especially looking forward to learning about innovative approaches and models for transformative investments in humanitarian impact, helping us to stay at the cutting edge of philanthropy.” 👉 To learn more, visit their website: https://lnkd.in/d9R9Vgm

❗️One Term, One Week Series This week’s term: Charitable trust 🟣 What is Charitable trust: An arrangement whereby a person or persons (the trustees) is/are made the nominal owner/s of property for the benefit of another person or group of people (the beneficiaries). 🟣What do you think? Did you already know this term? Was it helpful? Let us know in the comments and be sure to check back next Sunday for another term!

📌 Alliance magazine launches a new series: the Philanthropy wave The Philanthropy wave aims to amplify the young voices of the future. 👉 Submit your story here: https://lnkd.in/eW3Qk4BK

❗️Join us next week for ‘Leading With Purpose: New Wealth Holders Reshaping Philanthropy and Impact Investment Across the Spectrum of Capital’ This event, Co-branded with the RSPCA and kindly hosted by Charles Russell Speechlys will convene prominent leaders in philanthropy and impact investing who are making significant strides in transforming global communities and industries. 🤝 👉 Register now to join us for this exciting event: https://lnkd.in/ef3mf7ba

❗️Exciting News We are excited to announce that the ‘Guide to Giving’ is now available as a downloadable flipbook on our website. 🎉 The Guide to Giving helps both advisors and philanthropists navigate strategic charitable giving. 🟣For advisors, it offers tools to align donations with financial goals and enhance client relationships. 🟣For philanthropists, it maximises impact, aligns giving with values, and fosters a lasting legacy. The guide includes strategies for tax-efficient giving, measuring impact, and creating impactful change. 🌱 👉 Download your copy: https://lnkd.in/esba_iPT

Thank you to all who attended our event yesterday evening! 🤝 We extend our heartfelt thanks to our chair, Andrew Blair, Head of U.K. Private Clients and Charities Business Development, Brown Advisory, for skilfully guiding the conversation, and to our distinguished panellists: 🟣Rory Brooks CBE, Philanthropist 🟣Nana F. Francois, CEO, Opportunity Microfinance Investments Ltd. 🟣Amy Ross, Senior Adviser, Impact Accelerator Team, CAF Their expertise and perspectives made the evening both engaging and thought-provoking. We are also deeply grateful to Brown Advisory for partnering with us and for hosting us at their wonderful offices which made the perfect venue for this event. 👏 👉For information on future events and resources, please visit our events page: https://lnkd.in/eM9rYtex

❗️One Term, One Week Series This week’s term: Charity 🟣 What is Charity? A voluntary organisation that benefits the public in a way the law says is charitable. 🟣What do you think? Did you already know this term? Was it helpful? Let us know in the comments and be sure to check back next Sunday for another term!

Introducing Philanthropy Impact’s new eLearning course for professional advisors! 💡 Are you ready to master values-based wealth management and meet the evolving expectations of women of wealth, Gen Z, and millennial investors? Our CPD Certified and CISI Endorsed course, Purpose-Driven Advising: Mastering Impact and Values-Based Wealth Management, is designed to help you: ✅ Stay ahead of client demand for impact investing ✅ Navigate Consumer Duty regulations with confidence ✅ Build stronger client relationships through trust and expertise ✅ Earn 6 CPD points over 4X 15 minute modules! 👉 Try the teaser for free today: https://lnkd.in/eE698a3j 📩 Get started now and take the lead in shaping the future of wealth management. Discounts available for Philanthropy Impact Members! 📌 Register here: https://lnkd.in/eGsZnPQa #WealthManagement #ImpactInvesting #ProfessionalAdvisors #WomenOfWealth #NextGenPhilanthropy #ValuesBasedInvesting #FinancialAdvisors #CPD #eLearning