# PHILANTHROPY IMPACT

## Details

- **Country:** England & Wales
- **Charity number:** 1089157
- **Other names:** EUROPEAN ASSOCIATION FOR PHILANTHROPY AND GIVING, THE EUROPEAN ASSOCIATION FOR PLANNED GIVING, EAPG
- **Status:** Registered
- **Legal form:** Charitable company
- **Registered:** Oct. 31, 2001
- **Register:** https://register-of-charities.charitycommission.gov.uk/en/charity-search/?p_p_id=uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet&p_p_lifecycle=0&p_p_state=maximized&p_p_mode=view&_uk_gov_ccew_onereg_charitydetails_web_portlet_CharityDetailsPortlet_regId=1089157


## Contact

- **Address:** 20 Old Bailey, Third Floor, London
- **Postcode:** EC4M 7AN
- **Phone:** 02074077879
- **Email:** info@philanthropy-impact.org
- **Website:** www.philanthropy-impact.org



## Activities

**Objects:** 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.

**Activities:** 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.

**Area of benefit:** NOT DEFINED




## Classification

- **How:** Provides Services, Provides Advocacy/advice/information, Sponsors Or Undertakes Research, Acts As An Umbrella Or Resource Body, Other Charitable Activities
- **What:** General Charitable Purposes, Education/training, Other Charitable Purposes
- **Who:** Other Charities Or Voluntary Bodies, Other Defined Groups, The General Public/mankind



## Areas of operation

- Guernsey
- Ireland
- Italy
- Jersey
- Netherlands
- Northern Ireland
- Scotland
- Switzerland
- Throughout England And Wales



## Finances

| Period end | Income | Expenditure | Assets | Employees |
|---|---|---|---|---|
| Sept. 30, 2024 | £308341 | £308341 | — | — |
| Sept. 30, 2023 | £326000 | £326000 | — | — |
| Sept. 30, 2022 | £306000 | £307500 | — | — |
| Sept. 30, 2021 | £302000 | £302000 | — | — |
| Sept. 30, 2020 | £241071 | £236540 | — | — |



## Trustees

- **Rennie Hoare** (Chair) — appointed Dec. 1, 2018
- Arun Kelshiker — appointed April 16, 2024
- CERIS MARY GARDNER
- DARSHITA GILLIES — appointed June 5, 2018
- Edward Finch — appointed Sept. 13, 2018
- George King IV CFA — appointed June 5, 2018
- Jaime McLemore — appointed May 10, 2024
- James Broderick — appointed March 17, 2020
- Jo Bateson — appointed March 17, 2020
- Keith MacDonald — appointed Sept. 14, 2021
- Nandu Patel — appointed Dec. 1, 2018
- Sarah Farrow — appointed March 17, 2020
- Sarah Soar — appointed April 14, 2024