Philanthropy Advisors
“The private client industry plays a
crucial part in building the philanthropy advice market...The
majority of private client advisors now say they offer philanthropy
advice to clients. But there is little beyond tax advice and
structuring of foundations or trusts. They could be doing so much
more.” The Business of Philanthropy, New Philanthropy Capital
2010
The Philanthropy Advisors Group has been launched to build a
community of professional philanthropy advisors to enhance the
strategic nature of giving and social investing.
We will help establish, report on and promote the business case for
philanthropy advisory services to raise the status of private
client philanthropy advisory and help encourage further
professionalism.
The membership of the group is open to all professional
philanthropy advisors including lawyers, accountants, consultants
and wealth managers.
The group encourages best practice and, through seminars,
technical papers and conferences, will train and educate existing
and budding philanthropy advisors.