The new platform to enable online networking opportunities.

Build your profile, be visible, discover your peers and find new partners – join 23 Impact, the 23 services needed to ensure that you are creating a network and a learning space that promotes best practice in impact investment and philanthropic advice; while receiving CISI-endorsed CPD points related to the CISI Code of Ethics, and professional advisors’ standards and competencies.

hero

The 23 Services

Philanthropy, ESG and impact investment advice has the same steps as other professional advice

The listings are related to the 23 services that Philanthropy Impact has already identified as being essential for effectively supporting you across the spectrum of capital.

Step 1. Planning Services

  • Personal/family philanthropy, and ESG/impact investment strategy
  • Advice on philanthropy, and ESG/ impact investment approaches and giving structures
  • Identifying social/impact investing opportunities
  • Family governance
  • Selecting organisations/projects and ESG/investment vehicles
  • Tax advice
  • Research, landscaping and context

Step 2. Implementation

  • Setting up a giving structure and impact investment portfolio
  • Investment management
  • Aligning business with investment and philanthropic strategy
  • Research, knowledge, networks and inspiration
  • Aligning investments with philanthropic, ESG/impact strategy
  • Tax planning onshore/cross-border
  • Values-based investments (e.g. philanthropic, ESG/impact investment)
  • Managing financial assets (e.g. share giving)
  • Succession planning in line with philanthropic strategy
  • Account/trust/foundation/impact/ ESG investment admin and management
  • Managing non-financial assets (e.g. art or property-giving)
  • Public communications and risk strategy

Step 3. Monitoring & Review Services

  • Financial reporting
  • Monitoring implementation and tactical adjustment of strategy
  • Tax reporting
  • Monitoring impact

Get in touch

+44 0207 407 7879 morganaxinncattai@philanthropy-impact.org