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For more information on how NPC can help you, contact:
Plum Lomax
T: 020 7785 6316
Are you an accountant or a lawyer? Do you work in a private bank or family office? If the answer to either question is yes, NPC is here to help you.
Wealthy individuals are increasingly demanding advice on their philanthopic giving, but don’t know where to turn. And they say that their current advisors are unable to help them. NPC has worked with a range of advisors, building their philanthropy knowledge and delivering philanthropy services to their clients.
Advice needed
During recent interviews with ultra high net worth families across Europe, 90% cited the need for philanthropy support. And yet Australian research found that 1 in 4 advisors helping clients with philanthropy describe themselves as ‘somewhat informed’ at best.
Philanthropy support
Established in 2002, NPC is the UK’s leading provider of philanthropy support. We can work with you to set up or change your company’s philanthropy services, and we can also help to deliver them. Our support is tailored to fit with your requirements:
- NPC provides information and training to advisors — this helps you provide an in-house philanthropy service to your clients
- NPC works collaboratively with professional advisors — we work with you to support your clients with all their philanthropy needs
- NPC highlights high-performance charities — advisors pass on these recommendations to clients who are looking for a short-list of charities to support.
- NPC can speak at client or in-house seminars
- NPC can contribute to advisors' marketing efforts (via client-facing publications) to emphasise your commitment to philanthropy
- NPC helps run next generation philanthropy workshops for advisors' clients.
Training wealth managers
A global investment bank wanted to develop a common approach for dealing with clients wanting advice on philanthropy. NPC spent two days training the ten wealth managers leading the philanthropy offering in two aspects: the philanthropy advisory process – what it means to be an advisor, how to develop objectives with a client and how to support them; and charity analysis and selection – how to assess charities and put together a proposed portfolio of charities for funding.
Supporting a private bank
Coutts & Co has identified that philanthropy in the UK is on the increase; many people want to get involved personally with charitable giving rather than leaving a sum of money in their will. And with so many options of how to give and so many worthy charities deserving support, where do you start? Coutts has used NPC’s charitable experience since 2005 to help private clients create their own personal giving strategies, by aiming to understand their motivations and objectives. Click here to read the full case study.
'The passion and expertise that the NPC team brings to the table helps donors to meet their goals.'
Mark Evans, Head of Family Business and Strategic Philanthropy, Coutts & Co.
'Talking about philanthropy enhances client relationships. It shows you care about the broader personal and social needs of your clients rather than just saving a few million from their tax liability.'
Charles Lubar, a partner at the law firm, Morgan Lewis