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July 16, 2024updated 19 Jul 2024 1:32pm

The best philanthropy advisers in 2024

The definitive Spear's ranking for high-net-worth individuals

By Spear's

Philanthropy is an integral aspect of wealth management for high-net-worth individuals who seek to make a meaningful impact on society while managing their legacy. Effective philanthropic efforts require more than just financial resources; they demand strategic planning, insightful guidance, and a deep understanding of the causes that resonate with donors.

The best philanthropy advisers provide HNWs with tailored strategies to maximise the effectiveness of their charitable contributions. These advisers offer expertise in creating impactful giving plans, establishing foundations, navigating tax implications, and measuring the outcomes of philanthropic endeavours.

The type of philanthropy a client chooses to engage in can reflect their own background and interests, and the best philanthropy advisers can help them to refine their mission with a bespoke strategy alongside identifying opportunities to enact it. Spear’s philanthropy advisers can also help clients to understand the tax implications of giving.

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Jump to: Methodology
Jump to: Best philanthropy advisers for HNW individuals: the complete list
Jump to: Find out more

Best philanthropy advisers for high-net-worth clients: names to know

Alex Day, Big Give

Firm: Big Give

Alex Day, Big Give managing director, has been instrumental in driving the growth of match funding in the UK at the online portal established to help philanthropists discover charities and promote intelligent giving. The Big Give works with a network of philanthropic ‘champions’ to match fund charities. Day has led high-profile match funding campaigns and expanded the Big Give’s footprint to support various thematic areas.

Read Alex Day’s full profile at Spears500.com 

Firm: Charities Aid Foundation

Mark Greer, Charities Aid Foundation (CAF)

Mark Greer, managing director of giving and impact services at the Charities Aid Foundation, helps UHNW clients and their families to set up their own foundations and makes giving as seamless as possible by taking on administrative, governance, and compliance tasks. Greer believes in properly backing charities and providing them with flexibility to do their work. Clients describe him as incredibly knowledgeable about charity and social enterprise finance who is focused on achieving life-changing results for the end beneficiaries of donations. 

Read Mark Greer’s full profile at Spears500.com 

Nicola Johnson
Nicola Johnson, Stewardship

Firm: Stewardship

Nicola Johnson is the Chief Customer Officer of Stewardship, where she leads major donor activities and oversees over £160 million in charitable funds annually on behalf of over 800 clients. She promotes the use of vehicles such as the Donor Advised Fund to simplify the process of supporting good causes and has received recognition for her team’s philanthropic initiatives. 

Read Nicola Johnson’s full profile at Spears500.com 

Firm: Stewardship

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Hannah Gibney, Stewardship

Hannah Gibney is the interim chief philanthropy officer at Stewardship, a Christian philanthropy advice agency in the UK. She oversees a team that serves about 900 clients and specifically advises the upper tier, called the Philanthropy Fund tier, with fund sizes ranging from £1 million a year to about 60 million. Gibney works closely with major donors and their advisers to provide expert, tailored support for maximum philanthropic impact.

Read Hannah Gibney’s full profile at Spears500.com

Methodology

In selecting and ranking the best philanthropy advisers for HNW individuals, the Spear’s Research Unit conducts extensive research of the market, including interviews with well-informed observers, industry insiders and of course the advisers themselves. These take place both face-to-face, and on video and telephone calls. Candidates for inclusion are asked to fill in a form to provide data and a description of their work and client base. In finalising its selections and rankings, the Spear’s Research Unit employs a proprietary methodology that includes a weighted scoring system. This takes into account factors including an adviser’s standing, reputation, client base, recommendations and testimonials, the firm they represent, their level of engagement with the process and certain industry-specific criteria.

Best philanthropy advisers for HNW individuals: the complete list

Find out more

To explore all the Spear’s indices, and to use our find-an-adviser tool to identify the private client adviser who is right for your specific requirements, go to the Spear’s 500 website.

To receive relevant research updates from Spear’s – and thereby give you and your firm the best chance of being included in future Spear’s indices – please register here. If you are an adviser featured in an index and would like to update your profile or provide additional information, please email research@spearswms.com. If you are not featured but would like to be, please fill out our form.

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  • Non-Exec Director
  • Other C-Suite
  • Managing Director
  • President/Partner
  • Senior Executive/SVP or Corporate VP or equivalent
  • Director or equivalent
  • Group or Senior Manager
  • Head of Department/Function
  • Manager
  • Non-manager
  • Retired
  • Other
Visit our privacy policy for more information about our services, how Progressive Media Investments may use, process and share your personal data, including information on your rights in respect of your personal data and how you can unsubscribe from future marketing communications.
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