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Meeting/Seminar

Understanding How the Third Sector Engages with Philanthropy - 10 July 2019

Host SIG
Philanthropy Advisors
Event type
Meeting/Seminar
Venue
STEP
Address
3rd Floor, Artillery House North
11-19 Artillery Row
London
SW1P 1RT
Country
United Kingdom
Date
10 July 2019
Time
16.00 Arrival and registration; 16.30-18.00 Presentations and Discussion; 18.00-19.30 Networking reception; 19.30 Close
Description

The Philanthropy Programme 2019 - Event 2/4


It is important for professional advisors working with wealthy donors to understand what motivates their clients so as to better support them in their wealth management and donor journey.

It is equally relevant to know what is essential in their clients’ relationship with charities. For example, donors at different ages and different stages of their donor journey prioritise different factors:

  • Selection factors (e.g. depth of knowledge/experience in cause area and ability to demonstrate impact) are important at the start of the relationship, but decrease over time
  • Transaction factors (e.g. acknowledgement, feedback, opportunities to get involved and meet beneficiaries) remain important as they demonstrate the quality of the organisation
  • Relationship factors (e.g. financial management, governance, innovation, quality of communication and networking with other donors) increase in importance over time and reflect deepening engagement

Speakers include:

  • Phil Bowen, Director, Centre for Justice Innovation
  • Catherine Grum, Head of Family Office, KPMG LLP (UK)
  • Sianne Haldane, Solicitor and Head of Planned Giving Philanthropy, Cancer Research UK
  • Sandra King, Chief Philanthropy Officer, Communty Foundation Tyne & Wear and Northumberland
  • Michelle Thompson, Director, Partnerships and Brands, The Power of Nutrition

Why attend? Learn about:

  • Charities and social enterprises, governance and structures, government relations, funding mechanisms and issues
  • What philanthropists are looking for from the charities and third sector organisations they support
  • The donor journey and the services philanthropists require from their advisors
  • How the third sector involves funders – the different models such as venture philanthropy
  • How you can help your clients manage their relationships with charities and their fundraisers
  • Hear from leaders in measuring the impact of charities and from charities themselves on how they relate to donors and their advisors

Produced by: Philanthropy Impact  STEP Philanthropy Advisors SIG   

www.philanthropy-impact.org/the-philanthropy-programme

www.step.org/the-philanthropy-programme

CPD
1.5

CPD Certificates are not automatically supplied following an event. Should you require a CPD certificate confirming your attendance at an event please contact the person on the calendar listing to request this.

Cost:
Philanthropy Advisors SIG Member - £65
Philanthropy Impact Member - £65
STEP Member - £65
Non-member - £80
Contact name
Philanthropy Programme Administration Team
Contact phone
+44 (0)20 3752 3734 / 35
Contact email
philanthropy-programme@step.org
Details
PDF icon 2019 series flyer
PDF icon Event Flyer
Register Add to Calendar events/understanding-how-third-sector-engages-philanthropy-10-july-2019 07/10/2019 16.00 07/10/2019 Arrival and registration; 16.30-18.00 Presentations and Discussion; 18.00-19.30 Networking reception; 19.30 Close STEP, 3rd Floor, Artillery House North , 11-19 Artillery Row, London , SW1P 1RT Understanding How the Third Sector Engages with Philanthropy - 10 July 2019 The Philanthropy Programme 2019 - Event 2/4 Contact: Philanthropy Programme Administration Team. Contact phone: +44 (0)20 3752 3734 / 35. Contact email: philanthropy-programme@step.org