Professional Advisors and Fundraisers working together

Our research shows that there is a gap between the high value major donor fundraising and professional advice communities, with both parties suffering from a lack of information and knowledge about how the other operates.

Bringing this gap could be extremely valuable not only for high value major donor fundraisers who could learn more about social impact sustainable investment but also for professional advisors who could understand how philanthropy can be incorporated into their advisory practice and how they can better support their clients.

Listen as our CEO John Pepin talks to Sianne Haldane, Philanthropy Advisor and Chief Impact Officer, Maanch, Jessica Maybanks Philanthropy and Partnerships Advisor, The Brooke and Glenn Baker PhD, Private Client, Corporate and Charity Investment Management, Charles Stanley about how working together professional advisors and high value major donor fundraisers may achieve better value for clients.


Professional Advisors and Fundraisers working together
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