Philanthropy Advisers

Spears 2019

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 foundations,’ he notes, thanks to their convenience… 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

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. A year later, he introduced match funding to the platform which proved wildly successful, as… Read More

RICHARD EGAN

TUCKERS SOLICITORS

Celebrating 25 years as a criminal law specialist, Tuckers’ Senior Partner Richard Egan leads the ‘Special Casework Department’, established to deal specifically with high profile clients, HNWs and cases of particular complexity or difficulty. Recently shortlisted by Lawyer magazine for… Read More

BEN ELLIOT

QUINTESSENTIALLY

‘The 10 year anniversary of the Quintessentially Foundation and the success of raising £11 million for charity has dominated our year and spurred us on to make our events bigger and better than ever,’ says Ben Elliot, co-founder of Quintessentially,… Read More

JO ENSOR

THE PHILANTHROPY WORKSHOP

‘As inequality grows within our communities and globally, I see more philanthropists seeking to identify root causes and change systems, and seeking to understand their impact,’ says Jo Ensor. The Philanthropy Workshop’s (TPW) Global Director provides education and strategy advice… Read More

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

CéLINE GAGNON

THE FUNDING NETWORK

Chief executive of The Funding Network (TFN) Céline Gagnon has some ten years’ experience in the charity sector, mainly as a fundraiser and largely in the area of the performing arts. A great theatre enthusiast, her past projects include overseeing… Read More

FIONA HALTON

PHILANTHROPY IN ACTION

Philanthropic visionary and first Red Nose Day co-director Fiona Halton today works with 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… 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

Prism the Gift Fund, a charity which administers the giving of individuals, groups and foundations making significant gifts to charities all over the world, has increased both its income and its contributions in the last year. Prism has raised over… Read More

MARTIN KAUFMAN

MARTIN KAUFMAN PHILANTHROPY

‘I have been fortunate enough to have worked in major gift fundraising since 1991, when I ran the National Trust’s Sutton House Appeal in Hackney,’ Martin Kaufman tells the Institute of Fundraising. Since founding his practice, he has worked with… 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

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 and philanthropists’ says Frances Prenn, who founded Scott Prenn LLP over 20 years ago. The London-based fundraising consultancy specialises in delivering high impact campaign services, on-board leadership development, and corporate engagement… 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 attitudes’ to their predecessors. They are ‘more driven by making an impact… Read More

LENKA SETKOVA

COUTTS

In recent years, Coutts has seen a boom in major philanthropy on the part of individuals, corporations and foundations, says executive director Lenka Setkova. The Coutts Million Pound Donors Report showed that over the past decade donations of £1 million… 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

RANDI WEAVER

GOOD GIVING

Randi Weaver started her career in global financial services, with a focus on investment management, before setting up Good Giving, a consultancy focused on tailored philanthropy for a single family, family office or individual benefactor. Partnering with philanthropists and their… 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 recent highlight was advising the owner of a unique collection of Renaissance and Baroque clocks, in a private… Read More

BEN MORTON WRIGHT

GLOBAL PHILANTHROPIC

Ben Morton Wright is president and CEO of Global Philanthropic, and launched Talking Philanthropy, an annual forum for donors, advisers and third sector experts, two years ago. His group’s partnership with Kleinwort Hambros Bank, in which his operation helps support… Read More