Philanthropy is taking many forms, from financial to human and social capital provision, and donors are embracing new ways of giving, such as venture philanthropy, social impact investing, and donor-advised funds.

How are the forms of giving changing, and what are the current trends and new mechanisms for giving/structuring? Where does philanthropy is going now, and where is it going next?

During this session, our speakers discuss the current sector/market trends and the increased opportunities, challenges, and risks these present, and the role advisors can play in increasing giving and helping donors navigate the current philanthropy space.

Traditional philanthropy is giving way to ‘total portfolio impact’, which considers both social and financial returns.

What does it mean for me?

Advisors need to be prepared to lead clients in conversation about the financial and social impact spectrum.

What can I take away?

An understanding of the merits of total portfolio impact, as well as advice on its application for individual investors, trustees and other fiduciaries.

Over the past few years, amidst the polarisation of politics, the disparity of social justice and a global health pandemic, trust-based philanthropy approaches have gained interest across charities and philanthropists.

As advisors, we must interrogate contemporary philanthropic trends, the phrases we use with our clients and the giving frameworks we provide.