We are a membership network creating opportunities to increase and improve impact/ESG investing, social investment and philanthropy; as well as providing opportunities for professional advisors across the spectrum of capital to network with other advisors building relationships creating opportunities to work together to gain referrals and to achieve growth.

We achieve this by building the will and capacity of professional advisors (private client advisors, wealth management, private banking, tax and legal sectors) to support their (U)HNW private clients on their philanthropic and impact investment journey.

Our means for realising our vision includes thought leadership and sharing intelligence, events, CPD Certified CISI Endorsed training, 23 Impact, bespoke networking opportunities, campaigning, publications including a magazine, and resources for advisors and other stakeholders.

Our stakeholders also include philanthropists, impact investors, trusts and foundations, and charities and social enterprises.

The three Rs for partnering with Philanthropy Impact are:

• Reach new clients - working with PI demonstrates a firm’s commitment to meeting the new generation of clients looking to add purpose into their wealth strategies, and to continued professional development of advisors in this space.
• Retain clients - working with PI enables your team to improve their customer support experience and their clients understanding around the impact of their wealth; leading to stronger and deeper client relationships.
• Reputation - working with PI demonstrates a firm’s commitment to sustainable practices, and that of a firm is dedicated to matching their clients’ values, goals, and ambitions for their wealth.