Philanthropy Advisers

Top 10

CERIS GARDNER

MTG

“What shall we do?” has become a refrain,’ says Gardner of her European clients post-Brexit. Non-dom changes and residency applications are keeping her busy, but she says that as long as immigration law allows them to stay, they will. ‘At… Read More

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CHRISTOPHE BERNARD

KPMG

As global head of family businesses for KPMG, Bernard oversees around 20 per cent of family owned businesses worldwide. Philanthropy is one of seven topics that are important to a family business, he says. ‘It’s not just about the business… Read More

PETER CAFFERKEY

BONCERTO

‘Some of the most committed philanthropists I know started off by being angry about something,’ says Cafferkey. With over a decade of experience working with philanthropists, he’s known a few. Cafferkey has worked as international manager at the Charities Aid… Read More

JOHN CANADY

NATIONAL PHILANTHROPIC TRUST UK

Canady, CEO of the charity National Philanthropic Trust UK, says ‘we do one thing; provide Donor Advised Funds.’ DAFs are an alternative vehicle for giving, setting up a foundation or investing in a charity. ‘You can set one up in… Read More

DAVID CARRINGTON

INDEPENDENT CONSULTANT

With 25 years in senior positions at various charities, and current board member roles on Triodos bank in the Netherlands and on Big Society Capital in the UK, Carrington is directing his well trained focus largely into social investment. He… Read More

CLIVE CUTBILL

WITHERS

Understanding a client’s motivations is key to philanthropic consultancy, says Cutbill, whose senior position at Withers is both in Philanthropy and International Risk and Compliance. The role of the philanthropic advisor, says Cutbill, is multi-dimensional: to understand the client, the… Read More

REBECCA EASTMOND

JP MORGAN

‘Most of the things I’ve learnt over the years have all been from great philanthropists,’ says Eastmond who heads up JP Morgan’s UK philanthropy services team; ‘they all give more than their money.’ Eastmond believes that when clients look beyond… Read More

JO ENSOR

PHILANTHROPY WORKSHOP

Before Jo Ensor became a philanthropy adviser and educator, she worked in international development, helping hundreds of organisations to better the lives of millions across the developing world. ‘I know how hard it is,’ she tells Spear’s. ‘Now, I am… Read More

CAROLINE FIENNES

GIVING EVIDENCE

Being an effective donor relies on using evidence. This is the crux of Giving Evidence, the consultancy and campaign established by Fiennes in 2011. Caroline Fiennes advises donors ‘about how to give money effectively,’ and campaigns to ‘influence the system… Read More

CELINE GAGNON

THE FUNDING NETWORK

Celine Gagnon moved from the Tricycle Theatre in Kilburn in March to a new task: The Funding Network, a live crowdfunding body that gets charities and social enterprises to come along to pitch to them for funding. ‘I am already… Read More

FIONA HALTON

PHILANTHROPY IN ACTION

This year has been a busy one for Fiona Halton and Philanthropy in Action. She’s launched Social Venture Partners, where a group of HNWs meet to talk about how to give effectively and to investigate the causes they’ll support and… Read More

JAKE HAYMAN

TSIC

One of the coolest things about Jake Hayman, the CEO of Ten Years’ Time is what he does in his spare time: coaching poker to beginners who want to enter the wild world of the casino tournaments. Spear’s hasn’t yet… Read More

ANNA JOSSE

PRISM THE GIFT FUND

Prism the Gift Fund hasn’t changed its focus in over ten years —administering the giving of HNWs and UHNW individuals and foundations from the world over and teaching giving ‘in a tax effective manner’ — says Anna Josse, the CEO… Read More

MARTIN KAUFMAN

MARTIN KAUFMAN PHILANTHROPY

While some philanthropy advisers let their clients give to whichever clients they want, Kaufman specialises in connecting charities within the educational and cultural sectors to like-minded philanthropists. His effort – as chair of the Institute of Fundraising — is to try… Read More

JON KINNELL

CHARITIES AID FOUNDATION

‘I like finding a way,’ Kinnell says about philanthropic solutions to world problems. He finds it even more frustrating when in the UK, the 5th largest economy in the world, ‘we still get people that are very disconnected from society’…. Read More

PLUM LOMAX

NPC

Lomax has thirteen years of experience at NPC helping clients to narrow their focus, analysing charities, and advising on social investment. She talks of ‘landscaping research’; analysing charity land and assessing how giving can be most effective. Governmental policies, existing… Read More

BEN MORTON-WRIGHT

GLOBAL PHILANTHROPIC

Morton-Wright, the President and group CEO of Global Philanthropic, works with both sides of philanthropic coin, from the HNWIs and foundations looking to give the money away to the foundations looking to raise the much-needed capital. ‘Philanthropy is about connecting… Read More

SILJA NYBOE ANDERSEN

ACTIVE PHILANTHROPY

Before she came aboard at the Forum for Active Philanthropy, Silja Nyboe Andersen was on the board of The Big Issue, one of Britain’s biggest not-for-profit magazines. Now, she helps to create a ‘safe space’ for HNW and UHNW families… Read More

MAYA PRABHU

COUTTS

‘We have had an exceptionally busy year over 2016 advising our clients on their philanthropy,’ says Maya Prabhu, managing director of the Coutts Institute. She’s added that the highlight of the year has been Coutts’ Bespoke Family Philanthropy Workshops which… Read More

FRANCES PRENN

SCOTT PRENN

Founding partner of the strategic fundraising consultancy Scott Prenn, Frances Prenn advises organisations, individuals and charities on securing their funding. Charities come to Prenn when they want to grow; either to develop a new program; move into a new market;… Read More

RUSSELL PRIOR

HSBC

The next generation of philanthropists has been the highlight of 2016 for Russell Prior, head of philanthropy at HSBC Private Bank. He and his team ran a masterclass helping the next generation of HNW and UHNW families and individuals to… Read More

EMMA TURNER

BARCLAYS

Described by a client as ‘the doyenne of giving,’ Turner is head of client philanthropy for Barclays. ‘There are lots of reasons,’ Turner says, why people decide to give. ‘A social conscience; faith; family; a life event; they want to… Read More

STEFAN VELVICK

CHARITIES AID FOUNDATION

While working in CAF’s finance and accounts department, ‘I realised that accountancy was not for me.’ Velvick was drawn to the charity’s private client services which he found to be ‘far more interesting.’ He applied for the client relationship manager… Read More

RANDI WEAVER

GOOD GIVING

It’s been a good year for Good Giving Consulting, says founder Randi Weaver. New clients have been coming in seeking her philantrophic advice — she stresses by personal recommendation only — and for Good Giving to provide a tailored philanthropy… Read More

SIMON WEIL

BIRCHAM DYSON BELL

Weil advises on a range of contentious and non-contentious legal matters relating to private wealth, and philanthropy is the bridge to his extensive and direct work with charities. He is currently a trustee of the Handel House Trust, a museum… Read More

IAIN YOUNGER

FRANK HIRTH

An expert on US personal tax and compliance issues, Younger joined transatlantic specialist Frank Hirth’s accountancy and corporate tax team in 2000. Now a private client director, his emphasis is on trusts — although he is often engaged with broader… Read More