We tailor bespoke solutions to create efficiencies in the charity sector

We run Donor Advised Funds (DAFs), for high net worth individuals, with a focus on flexibility and tax effectiveness, and Collective Funds for groups who are starting their fundraising journey in the UK. Instead of the time and cost of setting up grantmaking or operational charities, you can create a Prism account for your needs, and have the peace of mind that professionals are running the back office day to day.

We also provide Foundation Administration to other charities that benefit from outsourcing their board support and financial administration to save on time and costs. They then have more time to focus on their grant making, and more money to gift to the organisations they support.

We are not strategists, we are administrators, and this helps our donors feel secure in the knowledge that we are experts in our field. We believe that efficient and effective running of an operation’s infrastructure can significantly increase its impact, regardless of whether you are a high net worth donor, an informal fundraising group, or a trustee.

  • Anna Josse

    CEO and Founder

    Anna co-founded Prism in 2004 as a way to increase charitable funds into the sector . She has expertise in relationship management and building operations. Previously Anna worked in the high-tech industry and set up the Yazam Europe office and was their Director of Investor Relations. For six years Anna set up and ran the British arm of a USA based charity, the New Israel Fund. Anna also acts as a trustee and advisor for a number of charities. She is also the director and shareholder of a financial services company, Regent Capital, which specialises in offering investment products and services to UK-based high net worth investors.

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  • Morgan Kainth

    Head of Strategy and Operations

    Morgan joined Prism in January 2013 to develop the client base of the organisation, and also as a Relationship Manager. Morgan has a varied back catalogue of work experience, including the third sector, embassies, consultancy and banking. Morgan is passionate about the third sector and social enterprise, and is involved in the Commission for Social Innovation. With a mix of interests and expertise, clients are in safe hands, and there’s always something to talk about.

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  • Camilla Elwood

    Collective Fund and Communications Coordinator

    Camilla joined the Prism team in October 2015. Responsible for managing Collective Fund relationships, Camilla also works on Prism's events and communications programme, helping ensure our message reaches far and wide. Before starting at Prism, Camilla worked in a variety of roles, from teaching abroad to fundraising for a large charity.

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  • Sarah Gluckstein

    Relationship Manager

    Sarah recently joined Prism following fourteen years working in the third sector. Acting as a Relationship Manager she supports a number of Trusts and Foundation and individual donors. Sarah brings a wealth of experience of developing and maintaining client relationships, having previously worked closely with Patrons, Donors and Trustees.

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  • Zuzana Olejnickova

    Database and Financial Administrator

    Zuzana has long nurtured a personal ambition to work in the area of Humanitarian and Development Aid and is delighted to have joined the Prism team so that she can realise that goal. Since graduating, Zuzana has worked in international client-facing administration roles. She is now committed to increasing the flow of money to good causes by applying her energy at Prism as a Database and Financial Administrator and supporting the Prism team.

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  • Jenny Davis

    Finance and Compliance Officer

    Before joining Prism in early 2012, Jenny ran a client facing private business and has experience in a number of areas from accounts, marketing, customer relations, administration, office management and more. Jenny was also the volunteer fundraising coordinator for Radio Lollipop London and Evelina Children’s Hospitals, responsible for raising tens of thousands of pounds yearly, and sat on the management committee for two years. Jenny therefore brings to Prism a wealth of experience in both the private and charitable sectors.

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  • Gideon Lyons

    Co-Founder

    Gideon co-founded Prism with Anna. He is also a director and shareholder of Regent Capital. He is a director of Wire2, the operator of a newslink wire service. This provides all the major national and regional media – newspaper, radio, TV – with stories as well as distributing information from government bodies. In 1994, Gideon co-founded a retail group that had 30 stores across the UK operating Levi’s, Timberland and Cat Footwear franchises, and Bed and Bath Works. In 1982 Gideon built up a multi-national automotive component group. Gideon holds a number of directorships and shareholdings in private companies.

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  • Zipporah Goetze

    Relationship Manager

    Zipporah is a recent addition to the team at Prism. Before her new role as a Relationship Manager, she worked as a writer/ journalist all across SE Asia, primarily based in Thailand. Working with charities in Bangkok, she decided to return to the UK, where she is currently studying for an MA in Development Studies.

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  • Myrsini Manney-Kalogera

    Intern

    Myrsini recently joined the team at Prism to provide administrative support and to work towards her dream of gaining experience within the charitable sector. Before coming to Prism, Myrsini taught primary school, worked for a variety of museums in New York, and held positions as an Administrator and Research Assistant at two New York universities. She is currently pursing a Master's degree in History, and is excited to join the team.

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  • Yoni Amias

    Yoni is Client Relationship Manager at Singular, a unified mobile marketing platform for the largest tech companies in the market. Formally he was Partner at Allocator, an online platform that connects institutional investors with fund managers. He also acts as a consultant, and was the Development Director, for an international charity that works with civil society groups to promote the Middle East Peace Process. There his main focus was with high net worth individuals, family trusts and foundations. He has held different positions in other charities, and as part of this work, helped to set up three schools in Bangladesh. Yoni has also held positions at the European Union and the UK Foreign and Commonwealth Office.

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  • Lord Stone of Blackheath

    Lord Stone was raised to the peerage as Baron Stone of Blackheath in 1997. He joined Marks and Spencer Plc as a trainee in 1966 and retired his position as joint Managing Director of the Company in 1999. He is currently a Director of two retail companies and a number of NGOs and involved in several charities. He has a deep interest in community work based around his fascination with the juxtaposition between art and science and a lifelong interest in the process of creating understanding and progress toward peace in the Middle East.

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  • Penny Lovell

    Penny was appointed Head of Client Services at Close Brothers Asset Management in 2012 and joined the CBAM board in 2014. As well as ensuring that CBAM provides exceptional client service, Penny oversees their family office service, financial education programmes and all sales and marketing activities across the firm.
    She has over 20 years of experience working with private clients, family offices, charities, professional intermediaries and financial advisers. Penny began her career began at Friends Provident before joining Coutts. Penny subsequently worked for ten years at Fleming Family and Partners as a Client Director for the Fleming family. Before joining Close Brothers, Penny was a Managing Director and Client Adviser in the Wealth Management business at Rothschild.

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  • Charles Mesquita

    Charles has thirty years’ investment experience working for leading financial institutions including Newton Investment Management and Rensburg Sheppards (now Investec). Among other key roles at these firms, he was responsible for founding and launched the Charities Property Fund with Savills in 2000: this was the first Common Investment Fund investing in UK commercial property. Over 1,800 charity have invested in the Fund with assets of over £1 billion.
    Charles also established the first educational programme designed specifically to assist charity trustees to keep abreast of issues of interest to the sector, in partnership with Farrers and haysmacintyre. He is a regular speaker/panelist at industry seminars and has published a number of articles about charities and their investments. Charles sits on the board of the Charity Investors Group, a forum promoting a greater understanding of investment within the sector.

    As well as Prism the gift fund, Charles is a trustee of Bowel & Cancer Research and RL Glasspool, a charity which helps those most in need.

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  • Tracey Reddings

    Tracey Reddings is Managing Director and Head of UK Private Wealth Management at J.P. Morgan Private Bank. She has enjoyed a 25-year career as a banker spanning across the private, public and charitable sectors. Prior to joining J.P. Morgan, Tracey was Head of UK Private Banking at SG Hambros Bank Ltd and before that, she was Chief Executive of CAF Bank Ltd and CAF Marketing Services. Over the years, Tracey has developed a strong track record and reputation for delivering innovation and building partnerships to create new business and enhance brand value; in 2007 she was awarded the Queen’s Award for Enterprise in the Product Innovation category. Tracey is an MBA-holder and a Chartered Director; she is also a Fellow of both the Institute of Directors and the Chartered Management Institute, and a Freeman with the Guild of International Bankers. She is Chairman of the British Bankers Association Wealth Management and Private Banking panel.

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  • Michael Ridley

    Michael Ridley spent 37 years in Investment Banking in London and the United States and was Vice Chairman, Investment Banking at J. P. Morgan until November 2016. Prior to this, Michael was a Managing Director at Salomon Brothers and Head of Fixed Income Trading at an Australian bank. He was a member of the Chairman’s Committee at the London Investment Banking Association and a Board Member of the International Capital Market Association. He is involved with a number of charities with a strong interest in child survival, music and education. Michael is a Vice President of Save the Children UK and Deputy Chairman of the Handel House Trust. He is a graduate of Trinity College, Oxford.

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  • Joanne Winston

    Joanne joined JPMorgan Private Bank in 2001, after completing an internship in the Investment Bank the previous summer. Since then, Joanne has worked on the UK Banker team covering UK based UHNW clients, the Fixed Income and Equities teams for Derivative Sales and most recently founded the Cross Asset Derivatives Structuring Team in EMEA in 2010.

    In 2011, Joanne took over the global lead and now manages teams in New York, Asia and London covering the counterparty relationships and product development of the Structured Product and OTC businesses - with over $10bn currently invested globally. In addition, Joanne led the first phase of the EMEA Private Bank Product Governance Framework.

    Joanne graduated from the London School of Economics with a BSc Hons in Philosophy. Joanne is also fluent in German and proficient in Hebrew and French. She is married to Joel, a Clinician and Scientist and they have three children - Isaac, Aron and Stella. Joanne is also an active member of her Jewish community, loves cooking and entertaining and adventures with her family.

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Prism the Gift Fund's Impact

By combining the UN’s Sustainable Development Goals and the UK’s Charitable Purposes, Prism has formed nine main areas to help us measure our impact across the sector and around the world.

Starting from the beginning of our financial year, 2016/17, we will be categorising the work that we carry out. We want to know the impact that we have and what our clients have around the world. We are aiming to create yearly impact reports that will analyse how much Prism donates, and what cause the funds are being spent on. 

Watch this space for our first impact assessment report!