Philanthropy Advisers

Top Recommended Philanthropy Advisers

CAROLINE FIENNES

GIVING EVIDENCE

Caroline Fiennes, director and founder of the philanthropic consultancy and campaign Giving Evidence, advises her clients to use an evidence-based approach to their charitable giving. ‘Among the donors who call us up, there is more interest in doing a good… Read More

PLUM LOMAX

NPC

Donor adviser Plum Lomax has been supporting individual, family and corporate philanthropy for 14 years. The deputy head of NPC’s Funders team notes that family foundations and offices have dominated their work. ‘There is increasing interest in impact investment, and… Read More

FRANCES PRENN

SCOTT PRENN

‘What’s really important is true partnership between executives, trustees, donors and us,’ says Frances Prenn, who founded Scott Prenn LLP 20 years ago. The London-based fundraising consultancy specialises in creating and organising campaigns for charities, on board leadership development, corporate… Read More

PETER CAFFERKEY

BONCERTO

‘Our work at its core remains working alongside individuals who want to do good,’ says Boncerto CEO Peter Cafferkey. He set up the charity consultancy in 2015, focusing on entrepreneurs in the philanthropic area. Formerly an international manager at the… Read More

JOHN CANADY

NATIONAL PHILANTHROPIC TRUST UK

‘We always try to meet donors wherever they are in their philanthropic journey,’ says John Canady, CEO of the National Philanthropic Trust UK (NPT-UK). ‘DAFs are an increasingly popular alternative to setting up a foundation,’ he notes, thanks to their… Read More

DAVID CARRINGTON

DAVID CARRINGTON

‘Most modern philanthropists want to see the funds they are investing [in] be transformational in some way,’ says David Carrington, who set up his independent philanthropic consultancy in 2001. ‘When it works, the philanthropist or social investor has helped someone… Read More

MELISSA CORTES

CHARITIES AID FOUNDATION

Warren Buffett’s refrain — ‘making money is far easier than giving it away effectively’ — is something Melissa Cortes and her colleagues at Charities Aid Foundation (CAF) understand extremely well. Indeed, since starting at CAF three years ago, the question… Read More

KELLY COX

CHARITIES AID FOUNDATION

The Charities Aid Foundation helps people and businesses support the causes they care about by giving helping charities access and understand the essential services they need. For charities, they provide simple and straightforward day-to-day banking and fundraising services, freeing them… Read More

CLIVE CUTBILL

WITHERS

‘For us it’s about identifying the appropriate vehicle to use to get effective philanthropic delivery,’ says Clive Cutbill, international risk and compliance director at Withers. Cutbill advises clients on ‘proper investment of funds within the vehicle and the targeting of… Read More

ALEX DAY

THE BIG GIVE

The Big Give was launched in 2007 by Sir Alec Reed as an online portal to help philanthropists to discover charities and promote intelligent giving. One year later, he identified a way he could use his philanthropy to leverage even… Read More

JO ENSOR

THE PHILANTHROPY WORKSHOP

‘I’ve seen a renewed focus on local philanthropy, and greater awareness of the deep inequalities that exist in North America, Europe and developing economies,’ says Jo Ensor. The Philanthropy Workshop (TPW) CEO has helped more than 50 philanthropists develop their… Read More

CéLINE GAGNON

THE FUNDING NETWORK

Chief executive of The Funding Network (TFN) Céline Gagnon has some ten years’ experience in the charity sector, including overseeing development at the Tricycle Theatre in North West London. Since 2016 she has run TFN, a crowdfunding body for charities… Read More

CERIS GARDNER

MAURICE TURNOR GARDNER

A private client super-solicitor, Ceris Gardner helps those with the desire and resources to help others. ‘Dealing with these individuals has its own challenges, but the satisfaction of piecing together the jigsaw, which in many cases is more than three… Read More

TOM HALL

UBS

‘Philanthropy has grown to become a fundamental part of wealth management,’ says Tom Hall, head of philanthropy services in the UK for UBS. With more than 12 years’ experience in the charitable sector, he is well equipped to advise the… Read More

FIONA HALTON

PHILANTHROPY IN ACTION

Philanthropic visionary and first Red Nose Day co-director Fiona Halton today works HNWs and companies to help them make giving a win/win for all concerned. ‘I want individual donors to feel excited about their giving,’ Halton says, ‘to be at… Read More

JAKE HAYMAN

TEN YEARS’ TIME

Jake Hayman, CEO of Ten Years’ Time, is passionate about positive change in the world. He enthuses: ‘The philanthropy that I have time for is the ambitious end of philanthropy that wants to confront issues of power and failing systems,… Read More

ANNE JOSSE

PRISM THE GIFT FUND

Philanthropic giving to Prism the Gift Fund, a charity which seeks to increase funding for good causes, has increased in the past year with contributions ‘exceeding’ £12 million, says its CEO and chairman Anna Josse, who advises UHNW donors and… Read More

MARTIN KAUFMAN

MARTIN KAUFMAN PHILANTHROPY

‘I have been fortunate enough to have worked in major gift fundraising since my first job in fundraising in 1991, when I ran the National Trust’s Sutton House Appeal in Hackney,’ Martin Kaufman says to the Institute of Fundraising. Since… Read More

JON KINNELL

CHARITIES AID FOUNDATION

‘We promote London and the UK as a global philanthropic hub [as] the UK’s regulatory environment provides for a transparent and stable system,’ says Jon Kinnell, private clients senior manager at Charities Aid Foundation (CAF). Regardless of Brexit or the… Read More

MAYA PRABHU

COUTTS INSTITUTE

For Maya Prabhu, managing director of the Coutts Institute, philanthropic giving ‘is a balance of heart and mind’. She also serves on the board of a private family foundation and the Social Entrepreneurs Trust, advising HNWs and their families on… Read More

RUSSELL PRIOR

HSBC PRIVATE BANKING

Appointed head of philanthropy for EMEA at HSBC Private Banking in 2011, Russell Prior often finds himself working with millennial HNWs. According to HSBC research, they have ‘different views and attitudes’ to their predecessors. Young entrepreneurs are ‘more driven by… Read More

LENKA SETKOVA

COUTTS INSTITUTE

Lenka Setkova sees philanthropy as playing a key role in family values for the wealthy. ‘We are finding that many clients are now effectively considering philanthropy as an important tool to aid wealth succession,’ says the executive director at the… Read More

EMMA TURNER

BARCLAYS PRIVATE BANK

Emma Turner, head of client philanthropy at Barclays Private Bank, says that ‘developing deep relationships with clients, and seeing them enjoy their philanthropy because they have planned what they want to do and are clear on what they want to… Read More

JOANNA WALKER

CHARITIES AID FOUNDATION

Joanna Walker, head of private clients at Charities Aid Foundation (CAF), has ‘the best job in the world’, she says. ‘I help wealthy individuals and families channel their charitable giving.’ Walker has an enormous client base: ‘About 2,700 the last… Read More

RANDI WEAVER

GOOD GIVING

‘In both family and corporate giving, donating money or time is seen not as an obligation, but rather as a privilege’, says Randi Weaver, founder of philanthropy consultancy Good Giving. Her work includes planning advice and strategic wealth management for… Read More

SIMON WEIL

BIRCHAM DYSON BELL

Simon Weil, private wealth partner at Bircham Dyson Bell, advises on legal matters relating to wealth, charity, trusts, and tax planning. A highlight this year was advising the owner of a unique collection of Renaissance and Baroque clocks, housed in… Read More

BEN MORTON WRIGHT

GLOBAL PHILANTHROPIC

Ben Morton Wright, president and CEO of Global Philanthropic, has had an ‘unbelievable’ year since the launch of Talking Philanthropy, an annual forum for donors, advisers and Third Sector experts. His group’s partnership with Kleinwort Hambros Bank, in which his… Read More