For the firm that supports people of wealth, whether client or advisor, on their donor journey, thereby increasing the amount given to good causes.
2018 winner
Prism the Gift Fund
As an independent provider of donor advised funds, Prism the Gift Fund has been a pioneer in developing personalised philanthropy advice and administration for UK resident private clients. The firm offers both bespoke philanthropy advice as well as efficient, flexible and innovative donor advised fund strategies. Since 2012, Prism has shown a tenfold increase in its assets under management, from £6million to £60million. In the last two years, Prism has also overseen growth in the number of collective vehicles from 15 to 60, enabling donors to pool their funds for greater impact.
“We pride ourselves on offering a unique and bespoke service to our clients, and operating swiftly to increase the flow of funds to charities all over the world. It’s wonderful to be recognised by these awards for the impact we are making to charitable giving, and the efficient service we provide to our clients.” Mary Smith, Senior Relationship Manager
Jo Caulfield, Anna Josse and John Pepin (Philanthorpy Impact)
2nd place
Charities Aid Foundation (CAF)
The Charities Aid Foundation is strongly commended for the successful launch of a five-year growth strategy. Within three years, the strategy has already doubled the donations from major donors to £346million in 2017. At the cornerstone of its strategy, CAF has been running programmes for strategic partners and its own private client advisers to ensure they have the skills, knowledge and support to provide high-quality, proactive philanthropic advice and execution. CAF has also sought to inform, educate and inspire donors with new ways to give and invest in social causes.
2018 SPONSOR
OTHER SHORTLISTED FIRMS
National Philanthropic Trust
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