Overall GiG Score: 11 ?
Finance Score: 2
Governance Score: 6
Support Score: 3
  • Strong growth: +2
  • No PartB
  • Good trustee age range: +3
  • Gender balanced board: +3
  • Grant maker support: +3

PHILANTHROPY IMPACT 

A world where individuals and families engage in values driven investment and philanthropy, supported by professional advisors. Increasing the flow of capital for good by enabling private clients and their families to match their purpose driven wealth strategies with their values, capturing their sustainable, social and impact investment and philanthropy preferences across the spectrum of capital.
Analysis by Giving is Great

Positives:

  • The charity has received backing from a grant maker
  • There has been strong growth in spending over the last 5 years
  • There have been no material income shortfalls in recent years
  • The Board appears to be well diversified in terms of age and gender

Financial issues to consider:

  • A PartB annual return has not been required and so detailed financial information is not available from the online data
Established: 22 years
(25 years as a company)

www.philanthropy-impact.org

info@philanthropy-impact.org

02074077879

Charity Commission for England and WalesCompanies House

Financial Data ?

Income & Spending ?
Sources of Income ?
Y/E Income
£k
Spending
£k
Surplus/
Deficit
Fundraising
Cost £k
Total
Funds £k
Unrestricted
Funds £k
Mths
Rsrvs
Staff Volun-
teers
30/09/22£306£308£-2n/an/an/an/an/a50
30/09/21£302£302£0n/an/an/an/an/a50
30/09/20*£241£237£5n/an/an/an/an/a200
30/09/19£214£211£3n/an/an/an/an/a100
30/09/18£159£160£-2£0£0£0n/a0100
30/09/17£151£160£-8£0£0£0n/a00
30/09/16£151£160£-8£0£0£0n/a00
30/09/15£171£175£-4£0£0£0n/a00
30/09/14£128£143£-15£0£0£0n/a00
30/09/13£129£103£25£0£0£0n/a00
30/09/12£94£95£-1£0£0£0n/a00
30/09/11£94£94£0£0£0£0n/a00
30/09/10£86£67£18£0£0£0n/a00
30/09/09*£89£78£10£0£0£0n/a00
30/09/08£77£86£-9£0£0£0n/a00
30/09/07£44£49£-5£0£0£0n/a00
30/09/06£44£39£5£0£0£0n/a00
30/09/05£40£38£1£0£0£0n/a00
30/09/04£29£22£7£0£0£0n/a00

Highest pay bracket: less than £60,000
What it does
  • Education/Training
  • General Charitable Purposes
  • Other Charitable Purposes
Who works here?
  • 50 volunteers
Who it helps
  • Other Charities Or Voluntary Bodies
  • Other Defined Groups
  • The General Public/Mankind
How it operates
  • Acts as an umbrella or resource body
  • Other charitable activities
  • Provides advocacy/advice/information
  • Provides services
  • Sponsors or undertakes research
Where it operates
  • Guernsey, Ireland, Italy, Jersey, Netherlands, Northern Ireland, Scotland, Switzerland, Throughout England And Wales,

Who's supporting them? ?

Donations from Grant Makers ?

We have details on the following significant donations. Multi-year donations are allocated to the years for which they are earmarked.

Specific Donations
Amount When
Months
To be used for
Barrow Cadbury Trust - Core support 2023-4
£15,000 30/03/2023
To support the organisation's core operations post-COVID
Barrow Cadbury Trust - Investing in Growth and Impact
£60,000 07/07/2018
36
To roll out training and support for financial advisors and increase giving by high net worth individuals
Hazelhurst Trust - Grant
£10,000 26/03/2018
Philanthropy core costs
Barrow Cadbury Trust - Changing the Ethos of the Professional Advisory Sector
£30,000 20/04/2017
6
Core support to enable Philanthropy Impact to develop its sustainability strategy.
Hazelhurst Trust - Grant
£10,000 06/04/2017
Philanthropy core costs
Hazelhurst Trust - Grant
£325 31/10/2016
Philanthropy core costs
Barrow Cadbury Trust - Building on the Market Research
£20,000 01/09/2016
4
Development of tools and training to facilitate charitable giving by high net worth individuals
Hazelhurst Trust - Grant
£12,000 23/03/2016
Philanthropy core costs
Barrow Cadbury Trust - Increasing Philanthropic Giving: Philanthropists' Views
£5,000 31/07/2015
To explore the views of philanthropists about their professional advice needs. This is a companion piece to a current grant supporting exploration of the provision of philanthropy advice
Barrow Cadbury Trust - Increasing Philanthropic Giving
£10,000 31/03/2015
3
To increase the level of philanthropic giving in the UK
Hazelhurst Trust - Grant
£5,000 09/03/2015
Philanthropy core costs
Show more rows

Data sourced from Donors via 360 Giving

How is it governed?

Trustees (11)
Current Trustees appointed
Gender Split
Based on 9/11 persons

Age Range of Trustees: 40-70
Legal constitution
  • Charitable company registered in England & Wales on 31/10/2001, number: 1089157
  • Registered at Companies House on 03/09/1998, number: 03625777
Gift Aid
  • Registered with HMRC for Gift Aid
Policies in force
  • Complaints handling
  • Conflicting interests
  • Paying staff
  • Risk management
  • Safeguarding vulnerable beneficiaries
  • Volunteer management
Filing Record
19 returns made; AR20: 83 days late, AR09: 9 days late,
Main office

128 Strand
Room 12
WC2R 1AT

Objectives

TO PROMOTE AND IMPROVE THE EFFICIENCY AND EFFECTIVENESS OF CHARITIES AND THE APPLICATION OF CHARITABLE RESOURCES BY INFORMING, ADVISING AND EDUCATING THOSE WHO WORK FOR OR WITH CHARITIES AND VOLUNTARY ORGANISATIONS, OR WHO ARE OTHERWISE CONCERNED WITH CHARITIES AND VOLUNTARY ORGANISATIONS, WITH A VIEW TO IMPROVING FUNDRAISING FOR AND PLANNED GIVING TO CHARITIES AND FOR CHARITABLE PURPOSES.

Defined Area of Benefit:

NOT DEFINED

Data Sources

Charity Commission for England and Wales
360 Giving
CharityBase
Authorised officials of this charity can add information to this page (including a Donate Now button) for no cost

Tips for Selecting Charities

Which areas of philanthropy are most effective?
The text of this post is taken from an article on the Effective Altruism forum. It suggests that you can achieve the most impact by supporting causes that fight extreme poverty, improving animal welfare....more
Our Top Tips for Philanthropy
Here are some ideas to help you gain more satisfaction from your philanthropy and confidence that the causes you have selected are impactful. Engage your brain, as well as your heart You....more
How to become a Philanthropist
In this Blog we outline a strategy to help people who are new to philanthropy and for those who feel dissatisfied with the impact they are having. Effective philanthropy is immensely rewarding for donors,....more

Giving is Great