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Handbook for Professional Advisors
About Philanthropy Impact
Foreword
Background to the Handbook
How to use this Handbook
Appendices
Introduction
Evidence for Changes in Advisory Requirements
SECTION A – MARKET NEED
What are your Clients Looking for?
Understanding Philanthropic and Social Investment Activity
Characteristics of Philanthropy Activity
Different Approaches
The Role of Professional Advisors
How to Meet Clients’ Needs
What Mechanisms do Wealthy Donors use for Charitable Giving?
Social Investment
In Conclusion
SECTION B – OPPORTUNITIES AND CHALLENGES
Opportunities
Challenges
Women of Wealth and Millennials
SECTION C – OPTIONS MOVING FORWARD
How to Deliver a Philanthropy Advice Service
Getting Started
The Three Stage Donor Journey Step 1
The Three Stage Donor Journey Step 2
The Three Stage Donor Journey Step 3
Conclusion: Responding to a Shift in Client Demand
Appendix 1: Glossary of Terms
Appendix 2: Questions to Consider When Assessing Charities
Appendix 3: References and Resources
Appendix 4: Philanthropy Impact Magazine Series
Appendix 5: Awakening the Millennial Philanthropist a Guide for Professional Advisors
Appendix 6: Philanthropy Impact Walk in my Shoes Webinar Series
Acknowledgements
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