Join us for this lunchtime event to explore some of the themes emerging from EFN’s recent report, Exploring the role of wealth advisors in green giving, which shows that wealthy people want to give and make a difference, but often can’t access the advice they need. This can lead to both clients and advisors feeling overwhelmed – so how can you overcome this?
We will hear from a panel of next gens about their attitudes to wealth, social change, impact and philanthropy, including the support they are looking for from their advisors. Find out about the pro bono help EFN provides for advisors to help you handle queries on environmental giving with more ease and confidence. Our speakers include:
- Sonal Sachdev Patel, GMSP Foundation; Marshall Institute’s Philanthropist in Residence
- Joel Moreland, philanthropist and angel investor
- Freddie Ugo, Ugo Foods Group; Co-founder of Beyond Belief Brewing Co
Lunch will be provided, and there will be an optional tour of the beautiful Foundling Museum, which has strong links to the origins of philanthropy in the UK. This event is for philanthropy and wealth advisors.
Membership
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This event is open to EFN members. Become an EFN member and join a diverse network of foundations, trusts, individual donors and advisors working to build a thriving and sustainable future. EFN membership is free and members benefit from funder-only events, spaces and opportunities – including our monthly newsletter.