Plum Lomax

Plum provides advice on effective giving to a range of clients, including individuals and families, corporate foundations and grant-making trusts. This work has included helping various family trusts as they start out with their giving, supporting corporate foundations to evaluate and communicate their impact, and researching issues and analysing charities for clients focused on specific causes. She increasingly works with investors and funders on social investment, conducting due diligence on deals and assessing the impact of a portfolio of investments.

Plum also works with a range of private client advisors, including private banks, lawyers and family offices, helping them to better support their clients’ giving. As part of this role, she regularly trains advisors on developing their philanthropy knowledge, runs seminars for their clients, and works hand in hand with advisors when they refer clients to NPC for support.

Before joining NPC in 2003, Plum was Head of European Equity Strategy at Merrill Lynch. She has also worked with small businesses and charities in London and Cape Town. She is currently a trustee of the Shackleton Foundation, which supports early-stage social entrepreneurs with innovative and scalable ideas striving to make a difference to the lives of disadvantaged young people.

You can find Plum on Twitter.

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Why I work for NPC

I love the variety that being a donor advisor provides as every donor we work with is very different in terms of their motivations for giving, the causes they want to support and the approach they take. Understanding what they care about and helping each of them contribute to a better society is immensely exciting.

Explore my work

Publications

Accelerated legacies

Connect Fund: Interim learning report

Funding a good start: Philanthropy and the early years sector

Blogs

Auditing the impact practice of ‘sustainable’ investments

Lessons from the Connect Fund: Building a better social investment market

What we learned: Investigating the ‘impact’ in impact investment

Capturing the impact in impact investment

Recover from Black Friday with Giving Tuesday

6 interesting reads from the world of funding

A game-changer for impact investing

Are new charities like the Amy Winehouse Foundation necessary?

What can Uber teach philanthropists?

Cutting-edge philanthropy

How do philanthropists hand over their foundations?

Giving Tuesday: A cause for celebration

Philanthropy’s one-stop shop

Cheese or charity?

The joy of giving

Budget 2012: Raising the giving question

Making a difference in the places that matter to you

UK giving still has a long way to go

The giving needs of wealthy families

What philanthropy advisors can learn from the rise of the fork

Launch of new advisory service for HNW donors in the US

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