Support for professional advisors

Why discuss giving with your clients?

Wealthy individuals are increasingly demanding advice on their philanthropic giving, but don’t know where to turn. And they say that their current advisors are unable to help them. NPC works with a range of advisors, building their philanthropy knowledge and delivering philanthropy services to their clients. Advisors we work with include:

• private client lawyers;
• private banks;
• family offices;
• accountants; and
• independent financial advisors.

Advice needed

During recent interviews with ultra high net worth families across Europe, 90% cited the need for philanthropy support but did not feel their traditional wealth advisors were meeting that need.

In research of 100 private client advisors across Europe, 60% believe that philanthropy will become a core service offered to clients within the next five years. With more and more advisors developing their offerings, it pays to think critically about the advice you currently offer your clients.

How can NPC support you?

Established in 2002, NPC is the UK’s leading source of philanthropy advice. We can work with you to establish or expand your company’s philanthropy services, and we can also help to deliver them to your clients.

Our support is tailored to fit with your requirements:

• Developing a distinct philanthropy offering —We can help you identify essential components to include in an in-house offering, recommend which aspects of your offering to out-source to third parties, and help develop innovative products such as donor-advised funds.
  
  
• Training your advisors and building in-house expertise — As a trusted advisor you will need to be able to talk confidently to your clients about philanthropy. NPC can help build up your team's knowledge and expertise about philanthorpy, either through in-house bespoke training sessions or through our regular half-day workshops.
  
  
• Getting clients to engage with your philanthropy services — Many donors are unaware of their advisors' philanthropy offering. We can help you to promote your services by running workshops or Seeing is believing trips for your clients; providing high-quality content for brochures; and running tailored philanthropy sessions for the next generation of clients.
  
  
• Delivering philanthropy advice to your clients — Advisors don't need to provide start-to-finish philanthropy services themselves. We can advise your clients on the aspects of philanthropy that lie beyond your own core areas of expertise. See the advice we give individuals or trusts and foundations to help them maximise the impact of their funding.

 

 

Supporting Coutts to help their clients

Coutts & Co, a private bank, has used NPC’s charitable experience since 2005 to help private clients create their own personal giving strategies, understanding their motivations and objectives. Coutts also has a special arrangement with NPC, whereby we help clients with particular projects. Read the full story >