Theresa Lloyd is recognised as a leading expert in the field of philanthropy. She is the author of Why Rich People Give (2004). Based on 100 in-depth confidential and wide-ranging interviews, this was the first and so far the only major British study into the wealthy and their giving patterns, experiences and expectations. Not only has this provided a source of information available to all; the insights gained during the many months of interviews with wealthy people have giving her a unique understanding of and sympathy with their concerns about their wealth and its effect on their children, their values, insecurities, passions and desire to have an impact on society.    

 

"Lloyd is the consultant the new philanthropists turn to when they want to know how and where to give."
The Times Magazine, 24 February 2007

 

Theresa Lloyd spent nearly 10 years as a senior manager responsible for fundraising for international development organisations. Since 1995 she has advised a range of organisations from new charities to major national institutions on developing and nurturing relationships with major donors. She understands the concerns of non-profit organisations about what they see as inappropriate intervention, and how the legitimate desire on the part of donors for involvement and effective impact assessment can be met in a spirit of mutual respect and shared commitment to the vision and mission of the organisation.    

 

 

Theresa is also a trustee, with her husband, of a small family trust set up 15 years ago. While donations are not on the scale of her clients, experience as a donor, her own attempts to develop a strategic focus, and familiarity with the responses of beneficiary organisations provide a basis for confidence in shared values and commitments.  

 

 

A fundamental principle of the way that we operate is one of transparency, partnership and collaboration. With over 20 years in the non-profit sector Theresa has extensive networks, and her continuing involvement as a Trustee of the European Association of Planned Giving, a member of the Advisory Board of Philanthropy UK, and participation in conferences and seminars, means that she is up-to-date with developments in the sector.  When we know that the information or network sought by a potential donor is already available we do not duplicate effort but freely introduce them to the relevant organisation. Examples include research already undertaken by New Philanthropy Capital or the appropriate member of the Community Foundation Network.