Client: Philanthropy Impact

Project: A directory for philanthropy and social impact advisors (2020 – 2023)

Developing a full business plan for this new online directory.  Including primary data collection, desk research and analysis and developing a business case.  Philanthropy Impact asked for additional support to develop internal processes and systems during the design and build phase of the website.

Project: Editing the Guide to Giving (2022)

Supporting the Philanthropy Impact team to finalise its core publication, the Guide to Giving, to update it with new information and data.

Project: Toolkits for Signature Training Programmes (2021 – 2022)

Philanthropy Impact delivers three key training programmes for professional advisors and fundraisers.  These programmes are supported by a series of toolkits that needed to be updated.  This unusual editing and writing assignment provided updated products that Philanthropy Impact can continue to use with its core business.

Project: The Certificate in Philanthropy for Professional Advisers (2019 – 2020)

Philanthropy Impact had developed a Theory of Change that identified accreditation for professional advisers to (U)HNWIs as a key step towards improving the quality and availability of philanthropy and philanthropy advice in the UK, with the ultimate goal of increasing the positive impact that philanthropy makes. Working with a small team of specialists to develop a research paper, business plan, accreditation process, curriculum, marketing plan, resourcing plan, delivery plan, budgets, etc. Overseen by a sub-committee of the board and reviewed by the board before signing off as a strategic direction of development.