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The Million Pound Donors Report 2012 - University of Kent

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COUTTS PHILAnTHROPy<br />

ADVISORy SERVICES<br />

Coutts was the first private bank in the UK to establish a<br />

dedicated specialist philanthropy team, which helps<br />

clients and their families develop their giving strategy so<br />

that it is rewarding and makes a real difference to the<br />

causes and communities they care about. It can also be an<br />

integral part <strong>of</strong> wealth planning and transferring wealth to<br />

the next generation.<br />

helping clients develop philanthropy strategies<br />

At Coutts we recognise there is no single way to conduct<br />

philanthropy, and the options open to those who want to<br />

make a difference and/or pursue personal or family goals<br />

are more varied and exciting than ever.<br />

Our dedicated in-house experts <strong>of</strong>fer advisory services to<br />

clients at all stages <strong>of</strong> their ‘philanthropy journeys’,<br />

whether they are just starting out or very experienced.<br />

Clients and their families regularly seek advice on a range<br />

<strong>of</strong> issues, including:<br />

• Getting started on philanthropy<br />

• Developing a focus or strategy for philanthropy and/or<br />

social investment<br />

• Engaging the next generation<br />

• Understanding the causes or communities they care<br />

about and how to effectively target resources to<br />

maximise results<br />

• Developing meaningful and appropriate relationships<br />

with the organisations they support<br />

• Reviewing the results and impact <strong>of</strong> their philanthropy<br />

the MIllIon PoUnd donors rePort <strong>2012</strong><br />

Coutts Forums for Philanthropy<br />

Coutts Forums for Philanthropy <strong>of</strong>fer clients opportunities<br />

to hear from some <strong>of</strong> the world’s leading philanthropists,<br />

and to share experiences and ideas and experiences with<br />

others who share similar passions and interests. Forums<br />

have been held on subjects such as philanthropy and the<br />

arts, the emergent field <strong>of</strong> social investment, venture<br />

philanthropy, women in philanthropy and local<br />

philanthropy.<br />

In addition to the Forums held in the UK, Coutts hosts<br />

tailored philanthropy events in Russia CIS, Switzerland,<br />

Asia, and the Middle East.<br />

Publications and thought leadership<br />

Coutts regularly produces practical and insightful<br />

resources on philanthropy and social investment,<br />

including:<br />

• Coutts Handbook for Philanthropy<br />

• Coutts <strong>Million</strong> <strong>Pound</strong> <strong>Donors</strong> <strong>Report</strong><br />

• Inspiring local philanthropy: Making a difference to<br />

local communities<br />

Coutts: A ‘one-stop-shop’ for philanthropists<br />

In addition to the philanthropy advisory services and<br />

associated Forums for Philanthropy and publications, Coutts<br />

acts as a ‘one-stop-shop’ for all the needs that philanthropists<br />

may have including: trust, tax and estate planning; managing<br />

charitable endowments and charity banking. For more<br />

information visit www.coutts.com/philanthropy.<br />

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