The Essential Series | From Intention to Impact as a Philanthropy Advisor

For those who missed it—our co-founder Jo Shropshire recently joined the The Dura Society to share how she guides clients from charitable intentions to meaningful, measurable outcomes.

In this insightful conversation, Jo breaks down Benesys’ tailored approach to philanthropy through three key phases: discovery, development, and delivery. She highlights the importance of transparency, trust, and strategic giving, moving beyond simple chequebook charity to creating real impact using both qualitative and quantitative tools.

The discussion also explored the growing power of collaboration, the untapped potential of Gift Aid, and the future of philanthropy centred on trust and intentional giving.

As Jo puts it, “We take the principles of financial investing and apply the same care and diligence to nonprofit assets—ensuring clients fully understand where their money is going with authenticity and transparency.”

Watch the full discussion to learn more about how we’re helping clients transform their giving into lasting change: https://www.linkedin.com/events/theessentialseries-fromintentio7327706976946139141/