The Role of Trusts in Philanthropy and Impact Investing

This webinar forms part of the 2025 Trusts Series.

Description

This webinar will provide strategies for structuring trusts with a focus on charitable purposes and social impact. Participants will explore aligning investments with impact principles, balancing profit and purpose, and engaging the next generation in philanthropic initiatives through trusts.

This webinar provides one-hour of CPD and offers insights and updates from a leading industry-expert speaker. 

Delegates places are interchangeable with colleagues from the same organisation.

 

Content

  • Structuring trusts for charitable purposes and social impact 

  • Aligning trust investments with impact investing principles 

  • Future trends in philanthropy through trusts 

  • Balancing profit and purpose in trust-managed funds 

  • Engaging the next generation in philanthropic trust initiatives and impact investing

 

Presenter

Ben Havard

Partner at Collas Crill

Ben Havard 

A qualified Guernsey Advocate, Ben's practice is focused on contentious and semi-contentious trust work, advising both trustees and beneficiaries and appearing in the Royal Court in Guernsey on those matters.

He has a particular interest in the issues around the succession to wealth by the next generation.

Ben was appointed Chair of STEP's Contentious Trusts and Estates special interest group in December 2023. He also holds an apprenticeship board position with Starwood European Real Estate Finance Limited – an investment company listed on the main market of the London Stock Exchange with a diversified portfolio of commercial real estate debt investments in liquid markets (office, retail, logistics, light industrial, hospitality and residential) in the UK and Continental Europe. The apprenticeship is part of a development programme run by partner boards in conjunction with the Guernsey Training Agency.

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