Our guide "Turning good into great: Insights into effective philanthropy” provides practical advice and insights into effective philanthropy.
We understand how important it is for our clients to achieve their philanthropic goals as more and more people are keen to give back and make a positive difference.
To support our clients we have researched the challenges that high and ultra-high-net-worth individuals face in their approach to philanthropy. This guide explores the key issues that philanthropists ought to consider, in order to make their giving as successful as possible.
The guide will help philanthropists to:
- Create a cohesive strategy for how to achieve their goals
- Maximise their resources, including optimising tax efficiency
- Undertake effective due diligence
- Implement plans that best fit their objectives
- Measure results
We hope this guide helps you throughout your philanthropic journey. Please get in touch if you have any questions or need further support.
You can also watch our on-demand webinars. In our first webinar ‘How to establish a philanthropy strategy’, Catherine de Maid and Amy Blackwell of Acorn Capital Advisers, discuss the challenges and issues families face in building an effective philanthropy strategy.
In our second webinar ‘How to manage risk in philanthropy', Catherine de Maid and Lucy Macnamara discuss the legal and compliance risks, including governance and managing conflicts of interest or loyalty, and reputational risks.
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Download your copy of Turning good into great: Insights into effective philanthropy