Our 'Guide to Giving' is also available to download here as a PDF:
Guide to Giving
26 February 2024
Welcome to our ‘Guide to Giving’
Created by our in-house philanthropy team, its 12 chapters are designed to help you navigate the fast-evolving world of modern giving.
As well as exploring key issues donors face and questions they may want to ask, the Guide features inspiring case studies from seasoned donors as they share their personal motivations and stories.
We hope its collective insights will help you make a positive contribution to causes you care about. More than ever, we hope that you find fulfilment and joy through your giving. Our sincere thanks to all those who helped make this Guide possible.
Juliet Agnew
Head of Philanthropy
Barclays Private Bank
Isabelle Hayhoe
Senior Philanthropy Adviser
Barclays Private Bank
Insights from our Guide to Giving
We delve into what it means to be a philanthropist in the fast-evolving modern world, and outline the objectives of our updated ‘Guide to Giving’.
Whether giving alone, through a foundation or with family, it’s important that philanthropists have a clear understanding of their motivations.
Learn more about the various resources and giving vehicles available to philanthropists, as well as the importance of good governance.
We asked Sally Morgan, a trustee of the Steve Morgan Foundation, to share the motivations behind her inspiring philanthropy journey. Here is her story.
Read about key factors donors may want to consider as they decide where and how to focus their giving, as well as offering tips on how to get started.
We examine some key issues, themes and trends driving modern philanthropy and how many funders are working together to address these.
Understanding the case for two-way accountability and bringing the right people to the table can be vital for donors.
There is no single ‘right way’ to do philanthropy effectively, but donors often need to weigh a range of factors when creating an effective giving strategy.
Explore the steps donors could take to transform their initial aspirations into a long-term plan for positive change, and how this may evolve over time.
From due diligence to collaboration, we examine some of the key operational aspects of philanthropy.
Effective philanthropy is a journey of learning, re-evaluation and reflection. We explore the measuring techniques donors could use.
Considering using your investments to support your philanthropy? Here’s how some donors are bringing their investments and their giving closer together.
Please note: This Guide does not constitute formal advice and we recommend you speak to appropriate advisers, particularly when large sums of funding are involved. The case studies featured should not be viewed as an endorsement of the charities or causes referenced.