Webinar: Risk and Reward with Philanthropy and Social Entrepreneurism - 16 September 2020

Host group
Host Left
Hosted by
Philanthropy Advisors SIG
Event Type
Web Event


  • 08.00 Los Angeles, Vancouver
  • 11:00 Toronto, New York
  • 15:00 GMT/UTC
  • 16.00 London
  • 17.00 Paris, Berlin
  • *Convert other timezones



Event Focus

Exploring Opportunities with Clients

The recovery stage from the current crisis represents a challenge but also an opportunity for professional advisors supporting their clients on their philanthropy and social impact journey. Learn about the current market trends and how this push for support is now coming from clients e.g. 67% of wealthy respondents said they would be likely to consult a professional advisor if they were making a major gift (Beacon Collaborative Report).

How can professional advisors work with their clients to help them to articulate their goals and motivations, not only to set philanthropic and impact investment objectives but to navigate the complexity of giving and social investing? What are the barriers to achieving this and how can they be addressed?

There are multiple approaches to supporting social entrepreneurism, to include taking entrepreneurial business approaches to solving a societal problem.

Speakers will get advisors thinking about:

  • The implications of emergent, strategic and transformative philanthropy and social impact investment
  • The innovative opportunities to be impactful and their risks
  • How measurement and impact investing strategies can be helpful in addressing client goals and motivations
  • How to understand client goals and motivations
  • How measuring impact can be helpful in addressing these
  • How risk can be identified and managed effectively, including reputation management issues

Why Attend?

During this event, panellists will discuss some of the challenges facing organisations, philanthropists and social impact investors and their professional advisors, and social entrepreneurs, when trying to adopt innovative approaches or solutions, and the connections between philanthropy, innovation, and entrepreneurship and how professional advisors can add value to their discussions with their clients.


  • James Maloney TEP, Partner, Farrer & Co
  • Ian Frith, Advancement, London Business School
  • Nigel Kershaw OBE, Chair Big Issue Group
  • Grant Gordon, Philanthropist and Social Entrepreneur
  • Catherine Grum TEP, Partner and Head of Family Office Services, BDO


A live webinar accessible by web (both for audio and visuals) from your computer, tablet or smartphone. Throughout discussion and in a designated session towards the end, attendees will have the opportunity to ask live questions of the speakers.

Joining Instructions

To join the webinar at the designated time, prior registration is required.

Following registration, registrants will receive an email containing instructions for joining the webinar.

Produced By

STEP Philanthropy Advisors SIG
Philanthropy Impact
Cost group
Event Cost
Philanthropy Advisors SIG Member - £30 + VAT
Philanthropy Impact Member - £30 + VAT
STEP Member - £30 + VAT
Non-member - £40 + VAT
CPD Points
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.
Philanthropy Programme Administration Team
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