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.

Why I work at 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.

A snapshot of my work at NPC

Publications

Understanding women’s pathways through the criminal justice system

In pursuit of deep impact and market-rate returns

In your care: The role of philanthropy for children in care and care leavers

Valuing data: How to use it in your grant-making

Solutions for sanctuary: An overview of the refugee and asylum charity sector in the UK

Blogs

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

Capturing the impact in impact investment

Recover from Black Friday with Giving Tuesday

A game-changer for impact investing

Cutting-edge philanthropy

 

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