Philanthropy Insights for Wealth Advisors
An Introduction to the Fundamentals of Philanthropy for Wealth Advisors
The Reef World Foundation
Philanthropy advice is increasingly important for wealth advisory clients, especially younger ones. At present, only 8% of those receive any advice on charitable giving.
Many advisors find it hard to engage with clients around their charitable giving, despite the topic being known for deepening and strengthening relationships.
As the UK’s industry-leading venture philanthropy fund backing the best small charities, The Fore are sharing free in-depth insight into the small charity sector to help wealth managers and professional advisors support clients as they develop their philanthropic activities.
What is it?
- A light-touch introduction to the fundamentals of philanthropy, with the first session delivered in-person, in your own offices
- Three online talks, curated resources and invitations to observe best practice grant-making
- An opportunity to learn about a wide-range of exceptional, high-impact small charities and social enterprises addressing challenges from mental health, to social justice to the climate crisis from the ground up
Key takeaways
- A team that is confident in discussing philanthropy with clients
- Knowledge of high-impact charities driving real social change
- Understanding of where to direct clients for further philanthropic advice
- Option for CPD Accreditation
To sign up to the free course, please contact partnerships@thefore.org
Series content: Details
| Online Talks | ||
| Philanthropy 101 | Introduction to philanthropic activities; initiating conversations with clients; and the concept of catalytic philanthropy, including The Fore’s unique “venture philanthropy” model. | 1 hour - in person, in your offices |
| The Charity Ecosystem | Explanation of types of organisations in the sector and their roles; difference between philanthropy and social investment; common trends and challenges; unpicking common myths; and where to go for further advice. | 1 hour - online |
| Busting the Jargon | Need-to-know terminology when assessing and funding charities and social enterprises; practical guidance on what to look for; and good questions to ask. | 1 hour - online |
| Best practice demonstration | ||
| Invitation to Shadow our industry leading grant-making process | Observe the final stage of The Fore’s application process as it unfolds. In these online Dragons’ Den-style panels, leaders from portfolio charities and trained independent experts interrogate shortlisted charities and social enterprises and debate who has made the best case for funding and wraparound support. | 3 times a year - online 1 hour 45 minutes |
| addtional Resources and insights | ||
| The Fore newsletter | monthly | |
| Interviews with inspiring social entrepreneurs | 3 times a year | |
| portfolio and insights reports | 3 times a year |