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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 works 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 but did not feel their traditional wealth advisors were meeting that need.
In this year's 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.
Philanthropy support
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 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 — We can enable you to confidently discuss philanthropy with your clients and help them to make the right decisions.
- 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. Click here to see how we can help your 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.
Helping develop a distinct philanthropy service
A leading global bank wanted to determine whether it should offer a philanthropy service to its clients. NPC interviewed the bank’s relationship managers to assess demand for this service from the bank’s target market. NPC also analysed competitors’ work to help the bank differentiate its offering.
We then identified key components that would constitute an effective and distinctive offering, and suggested approaches that the bank could take to deliver the philanthropy service to its clients.
'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