The document summarizes a session on developing a philanthropy advising framework in the UK. It discusses essential skills for advisors, such as investment knowledge, understanding community groups, listening skills, and the ability to flexibly guide donors. Tools mentioned include spending time with philanthropists, strategic planning, and measuring social impact. Key requirements identified for community foundations providing advice are demonstrating social impact, effective communication, and measuring results. The session aimed to share ideas and tools to collectively enhance philanthropy advising work.

1. Session D5, 9 May 2015

2.  Session Leader:
Cathy Elliott, Chief Executive of Community
Foundations for Lancashire & Merseyside, UK and
Trustee of UK Community Foundations
 Case Study Contributor:
Giles Ruck, Chief Executive of Foundation Scotland, UK

3. Introduction
 Welcome &Who’sWho
 The Emerging UK PhilanthropyAdvising Framework
Group Discussions
 Essentials vs. Desirables
 Key AdvisingTools
 Training Opportunities
Summary
 Question & Answer Session
 Next Steps

4.  Share the emerging UK Philanthropy Advising Framework
 Share results of UK consultations to inform & ‘spark’ thinking
 Debate the Essentials vs. the Desirables in Philanthropy Advising
 Discuss our competitors, ethics and any business-like
approaches required
 Discuss essential tools and training opportunities
 Share best practice and tools to collectively enhance our work

5.  Advising within our Community Foundation role of
philanthropy facilitation, alongside our roles as grant-
makers/social investors and community leaders;
 Advice elements can include: Creating grant criteria; social
impact investment advice; providing evaluation, monitoring and
impact assessment; finding projects or organisations for
philanthropists to support and learn about; developing & testing a
Theory of Change; endowment building guidance; information on
tax implications of donations, or the legal aspects.

7. Coming Soon

15. Review and
develop
philanthropy
Donor stewardship
and impact
Establish the
advice
relationship

16. Foundation Scotland
-Via Strategic Delivery, Staff Development & Marketing
Community Foundations for Lancashire & Merseyside
- Via Staff Reviews and Development Plans
- 15 out of 48 Community Foundations will take
part in the Pilot in 2015/16.

19. Abilities, Knowledge & Skills
 Investment knowledge
 Knowledge of good community groups
 Ability to listen
 Training
 Passion & Enthusiasm
 Ability to meet the donor where they are and
take them on a journey
 Be non-judgemental
“The ability to be flexible whilst the relationship
develops is crucial.”

21. Tools
 Time spent with philanthropists
 Strategic planning with them
 Monitoring social impact
 Project visits
“Knowing the groups and local issues is one thing.
Knowing the most effective solutions is another...”

23.  Increasingly competitive market
 Inconsistency of advice/service across some CFs
 Odd moments of lack of CF confidence
 No formal accreditation in any field/sector
 No in-house formal training – CF Futures only
 No benchmarking on customer service
 No benchmarking on charging

25. TopThree Requirements:
 Demonstrating social impact
 Communicating effectively
 Measuring results
“Being recognised as a community focused organisation, where
genuine philanthropic conscious people know our value.”
“CFs need to seek/gain the pole position in the market as 'the’ place
to go for the latest thinking on social impact and social investment.”
“To complete the goal, CF staff need to gain more experience with
the skills of working with ...donors, coaching, and introducing donors
to developing their own giving strategy.”

26.  Advisors in Philanthropy:
www.advisorsinphilanthropy.org
 Caroline Fiennes - http://carolinefiennes.com
 Institute for Philanthropy:
www.instituteforphilanthropy.org
 Philanthropy ca: www.philanthropic.ca
 Philanthropy News: www.
philanthropynews.alliancemagazine.org
 PhilanthropyWorks: www.philanthropyworks.org

27. Cathy Elliott, Chief Executive of Community Foundations for
Lancashire & Merseyside, UK andTrustee of UK Community
Foundations – cathy.elliott@cflm.email
Giles Ruck, Chief Executive of Foundation Scotland, UK –
giles@foundationscotland.org.uk
Rob Williamson, Chief Executive of Community Foundation for
Tyne & Wear and Northumberland, UK andTrustee of UK
Community Foundations – rw@communityfoundtion.org.uk