For the firm that supports people of wealth, whether client or adviser, on their donor journey, thereby increasing the amount given to good causes.
Barclays demonstrated commitment to engage the whole Wealth & Investment Management division to supportits clients’ philanthropic activities. With a clear process to identify clients’ interests in this area, philanthropistsare fully supported by Barclays’ team on their donor journey with a personal adviser and a structured programme of educational and networking activities to encourage learning and collaboration. Having supported 1,000 philanthropy clients since 2009, including 200 in the last year, Barclays also stood out for its commitment to share best practice in the public domain and in the wealth management advisory community throughits thought leadership activities.
From left: Austin Healey, Karen Frank and John Pepin (Philanthropy Impact)
Prism the Gift Fund
The judges would like to highly commend Prism the Gift Fund for its activities to increase philanthropic giving in the UK through the provision of donor advised funds to individual philanthropists and other wealth managers as an outsourced provider.
OTHER SHORTLISTED FIRMS
Coutts New Philanthropy Capital Paradigm Norton Financial Planning Ten Years’ Time WISE Withers