Advising Philanthropists: Principles and Practice

Philanthropy advising is an emerging and important profession fuelled by demand from donors for support with their charitable giving. Advising Philanthropists explores what the role of the philanthropy advisor entails, the practicalities involved and the wide range of skills and knowledge needed to start and excel at working with donors.

As well as explaining the key concepts, this accessible overview considers the challenges that can be encountered in the role and the ethical dilemmas to be navigated. It is illuminated by interviews with 40 philanthropy advisors from around the globe offering unique and authentic accounts of this unsung profession. This book is a timely addition to the growing body of literature on philanthropy.

What does it cover?

• The emergence of philanthropy advising as a profession
• Key concepts you need to know in this job
• Qualities and skills required of a philanthropy advisor
• Practical considerations when working with donors
• The challenges and broader context of giving philanthropy advice
• First-hand accounts from 40 advisors that shed light on developing practice

Who is this book for?

Essential for those new to or considering a career in philanthropy advising, including those studying non-profit and philanthropic action, this book will be equally valuable to established philanthropy advisors seeking to deepen their knowledge and improve their practice. It will also be enlightening for those who provide broader wealth advice but don’t yet see themselves as philanthropy advisors. Fundraisers and non-profit leaders will find it beneficial to better understand this developing profession.