Independent advice to charities, individuals and their families

Philanthropy is evolving rapidly, shaped by new technologies, shifting donor expectations, and global challenges. For organizations and individuals committed to making a difference, understanding these changes is crucial to staying effective and relevant. This post explores the key trends shaping philanthropy in 2023 and offers practical insights to help you adapt and thrive. The Rise of Data-Driven Giving Philanthropy is becoming more precise thanks to data. Donors and org

Philanthropic organizations face unique financial challenges that require careful planning and smart decision-making. Managing funds effectively can mean the difference between thriving and struggling to fulfill a charity’s mission. This post offers practical financial advice tailored to charities, helping them unlock their full potential and create lasting impact. Charities often operate with limited resources and rely heavily on donations, grants, and fundraising events.

Charity governance shapes the foundation of every nonprofit organization. Without strong governance, even the most passionate causes can struggle to make a meaningful impact. Effective governance ensures that a charity operates transparently, responsibly, and efficiently, building trust with donors, beneficiaries, and the public. This post explores practical steps and best practices for charity leaders and board members to strengthen governance. Whether you are new to chari