National advice company Attivo has partnered with the Global Returns Project to provide philanthropic options for Attivo's clients.
The Global Returns Project is a UK-registered charity that aims to make it easier for people to donate to the world’s highest impact climate charities.
It was set up to help financial sector organisations and their clients give impactfully to the environment, and raises donations for seven large climate-focused charities.
The partnership with Attivo will enable GRP to be offered to clients as a solution available via its responsible panel, alongside Attivo’s own environmental, social and governance recommendations.
According to Stephen Harper, chair of Attivo, the partnership will enable the advisers to go the extra mile when it comes to offering clients 'life plan first' financial planning.
He said it was a huge step forward for potential environmental impact, especially as Attivo plans to develops platform software to enable a philanthropic giving a standardised option for clients.
Harper explained: "Our approach to financial planning is ‘Life Plan First’ where we determine what matters most to our clients, and we’d be failing in our duty if we couldn’t help clients achieve their value-based, non-financial objectives in this area.
“GRP makes it easy to embed a contribution to climate charities into any financial strategy, which aligns very well with our idea of progress, discovery and change when clients require accessible and innovative solutions to stay ahead of the ESG curve.”
Through this partnership, Attivo will include GRP’s selection of best-in-class climate charities into their Responsible Panel, enabling financial planners to offer high-impact climate philanthropy as an option to sustainability-minded clients.
Making it mainstream
This announcement is the latest in a series of recent partnerships with various financial institutions and trade bodies, including Fundment, Titan Asset Management, TT International, ESG Accord, Octo Members, GrowthInvest and Pimfa.
To-date, the Global Returns Project has raised more than £600,000 for its selected climate charities. Since April 2023 GRP has already exceeded the previous financial year’s total fundraising for its selected charities.
Jack Chellman, chief project officer at Global Returns Project, said Attivo was the largest financial planning firm it had have partnered with so far, which follows other advice firms teaming up with GRP in the last year or so.
Chellman said: "Our aim is to make climate philanthropy mainstream in financial planning. Each partnership takes us one step closer to our goal of creating systemic change to fund the highest impact charities at unprecedented speed and scale."
How it works
Using a proprietary methodology, GRP’s Trustees work with a team of leading environmental scientists to select diverse and high-impact climate mitigation charities.
GRP re-assesses charities every six-months and replaces organisations if it identifies charities performing even more strongly.
GRP directs 100 per cent of donations to a donor’s selected charities, with no deductions. All donors receive exclusive impact reports, every six months.
