Wealth Management

HFOP Module 11 - Philanthropy, Foundations & Impact Investing


This Module 11 of the Henley Family Office Program (HFOP) looks at the world of Philanthropy.

The lecture provides an understanding of the broad spectrum of philanthropic activities and it also drills down into the structures, roles, tax implications and other aspects of giving back. The content will focus on the themes of trusts, fiduciary responsibility and generational transition.

This module is a 3.5-hour (approx. study time) course and is eligible for 2 SFC CPT/PWMA OPT hours.

Check out the other modules in the Program:


By the end of this module, you will be able to:
- Tell how philanthropy fits into family office portfolios
- List different types of philanthropy for consideration
- Name relevant tax incentives or relief for planning charity giving
- State the factors or issues to consider when setting up a charity
- Know the benefits of involving the next generation in philanthropy


Part 1 - Pre-reading materials
(i) Useful definitions
(ii) The Importance of Time Horizons in Philanthropy
(iii) Knowledge Centre by Rockefeller Philanthropy Advisors
(iv) Impact Investing for Family Offices
(v) The row between art galleries and donors is bigger than bringing home the Bacon

Part 2 - Presentation Slides of the eCourse

Part 3 - Philanthropy, Foundations & Impact Investing*
(i) Introduction
(ii) Section 1: How Philanthropy Fits into a Family Office Portfolio
(iii) Section 2: The Spectrum of Philanthropy
(iv) Section 3: Tax Considerations
(v) Section 4: Charitable Vehicles
(vi) Section 5: Philanthropy and the Future
(vii) Conclusion

Part 4 - Quiz*
The quiz consists of 15 questions where learners have 3 attempts to achieve at least 80% with correct answers as a pass.

Part 5 - Post-reading materials
(i) Mismanagement claims against Kids Company founder thrown out
(ii) Your Philanthropy Roadmap
(iii) Engaging the Next Generation in Philanthropy
(iv) A Philanthropist's Guide to Partnering with Nonprofits for Success
(v) Sunsetting: Taking Another Look at its Value and Impact
(vi) In 10 Years: More Foundations Aim to Sunset
(vii) Elite philanthropy in the United States and United Kingdom in the new age of inequalities
(viii) The Legacy Market 2021 and beyond
(ix) Microfinance 101: What it is and how to get involved
(x) How Microfinance works in Care International
(xi) Morgan Stanley's Sustainable Signals Whitepaper 2019
(xii) Pew Charitable Trusts on Philanthropic partnerships
(xiii) Blue Nature Alliance
(ivx) Can Giving Circles Democratize Philanthropy?
(xv) The Knights Arts Challenge
(xvi) Donor-Advised Funds
(xvii) Generation Impact: How Next Gen Donors Are Revolutionizing Giving
(xviii) Generation Z 'more likely to have volunteered' than other age groups
(ixx) Involving children of all ages in philanthropy
(xx) UK Tax-related information on giving tax effectively
(xxi) UK Tax-related information on tax reliefs
(xxii) Applications for recognition as a charity for tax purposes
(xxiii) US Tax-related information - Donate to Charity
(xxiv) US Tax-related information - Donated property

*mandatory parts to complete

Who should attend

(1) Professionals who are keen to succeed in the world of family office management
(2) Individuals who want to set up their own family office
(3) Practitioners who wish to take their career to the next level or looking for a role in the industry


Relevant Subject
Type 9 - Asset management
SFC:2.00, PWMA:2.00
All Member: HK$775
Staff of Corporate Member: HK$775
Non-Member: HK$1550