“Our approach to financial planning is ‘Life Plan First’ where we determine what matters most to our clients, and we’d be failing in our duty if we couldn’t help clients achieve their value-based, non-financial objectives in this area. GRP makes it easy to embed a contribution to climate charities into any financial strategy, which aligns very well with our idea of progress, discovery and change when clients require accessible and innovative solutions to stay ahead of the ESG curve,” Stephen Harper, chairman of Attivo, said.
 
Using a proprietary methodology, GRP’s trustees work with a team of environmental scientists to select high-impact climate mitigation charities. GRP re-assesses charities every six-months and replaces organisations if it identifies charities performing even more strongly. GRP sends donations to a donor’s selected charities, with no deductions. All donors receive exclusive impact reports, every six months, it said.
 
“This partnership is an important milestone for us. Attivo is the largest financial planning firm that we have partnered with so far, which follows other advice firms teaming up with GRP in the last year or so. Our aim is to make climate philanthropy mainstream in financial planning. Each partnership takes us one step closer to our goal of creating systemic change to fund the highest impact charities at unprecedented speed and scale,” Jack Chellman, chief project officer, Global Returns Project, said.

This announcement, GRP said, is the latest in a series of partnerships with financial institutions and trade bodies recently established, including Fundment, Titan Asset Management, TT International, ESG Accord, Octo Members, GrowthInvest and PIMFA.   

To date, the Global Returns Project has raised more than £600,000 ($758,049) for its selected climate charities. Since April 2023 GRP has already exceeded the previous financial year’s total fundraising for its selected charities.