Set up in 2005, Prism has over a decade of experience administering the giving of high net worth individuals, groups of donors and established foundations.

We offer three unique services with the aim of streamlining and minimising the administration around charitable giving.

Firstly, we provide Donor Advised Funds (DAFs) for high net worth individuals which act as an alternative to setting up your own grant making foundation. It’s simple; you tell us where you want to donate and we take care of the rest. We focus on a personable, flexible and swift operation ensuring any tax benefits are also utilised.

Secondly, we operate Collective Funds for groups who are starting their fundraising journey in the UK. Instead of the time and cost of setting up an operational charity, you can create an account at Prism.

Thirdly, we also provide Foundation Administration to other registered charities – both operational charities and grant making foundations – that benefit from outsourcing their board support and financial administration to save on time and costs. 

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 the effective running of an operation’s infrastructure can significantly increase its impact, regardless of whether you are a high net worth donor, a fundraising group or a trustee.

 

  • Alison Merchant

    Human Resources Consultant

    Before joining Prism the Gift Fund (Prism) as a HR Consultant in March 2017, Alison spent over 10 years in senior Human Resources roles within Centrica, the global energy firm and high street retailer Marks and Spencer. Alison is passionate about working alongside the team at Prism, focusing on the people strategy to support the exciting growth period within the organisation. She is also a volunteer mentor for the Aspire Foundation and is keen to support women working in not for profits, charities and social enterprises.

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  • 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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  • Falgun Patel

    Senior Finance Manager

    Falgun joined Prism in December 2018 as Senior Finance Manager. He has over 12 years' experience within financial services and the real estate investment sector. Previously, Falgun was Finance & Operations manager of a property consultant company in London and before this, from 2006 to 2012 he held various roles with GE Money UK. He has an MBA degree in Finance and an M.Com degree in Advance Accountancy. He brings a wealth and variety of experience from financial & operational management to planning, analysis & reporting.

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  • Gideon Lyons

    Co-Founder

    Gideon co-founded Prism with Anna. He has a background in the financial, media and retail sectors - as an active business owner, entrepreneur and private investor he has helped build a diverse range of companies whose clients include multinationals and government bodies.

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  • Harry Mallidis

    Head of Internal Systems and Operations

    Harry joined Prism to maintain and build upon internal systems and processes, ensuring that we have the best technological and organisational solutions in place to support the organisation’s rapid growth. Harry is also focusing on developing relationships with clients and is responsible for the on boarding process for new clients. Previously to Prism, Harry worked for Impetus – The Private Equity Foundation where, as an associate manager, he oversaw a programme of operational and organisational optimisation. He holds a Masters in Cultural Economics and Cultural Entrepreneurship from the Erasmus University in Rotterdam and a Bachelor in Economics and Finance from the Athens University of Economics and Business.

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  • Jack Burgess

    Finance and Administration Assistant, Help Refugees

    Jack joined the team at Prism in early January, 2018. As a Finance and Administration Assistant for Help Refugees, he supports the Finance and Compliance manager in maintaining the financial processes and internal systems. Previous to Prism, Jack held the position of Accounts Assistant for SJD Accountancy and has obtained a Bachelor's degree in Accounting and Finance.

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  • Jomsy Johny

    Accounts Assistant

    Before joining Prism Jomsy completed a master’s degree in Accounting and Financial Management at Keele University. Prior to this she completed work placements with numerous organisations such as Keele University and Newcastle-Under-Lyme Borough. Jomsy also has experience of working in the healthcare sector. In her role as Accounts Assistant she will work with the finance team to help with the day to day running of Prism’s finance department.

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  • Kitty Harris

    Relationship Development Manager

    Kitty joined Prism to create, foster and enhance the Donor Advised Fund offerings, focusing on active client engagement, expansion and education. Having read Human Sciences, her unique skill set supports Prism’s entrepreneurial and dynamic ethos. Previously, Kitty worked at Condé Nast as Partnership Executive and Associate Editor for private client publications. She also managed Span Trust, awarding grants to enhance urban regeneration in London. She runs a free tuition centre on Saturdays for children on free school meals in the Camden and Islington boroughs.

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  • Lewis Parkes

    Relationship Manager

    Lewis has joined Prism as a Relationship Manager to help with our Collective Fund offering. He’ll be looking after our clients, offering both a personal and professional level of service. Lewis has always had an interest in international development and the third sector, graduating with a BA in Human Geography. Lewis has fundraising experience and volunteered regularly at ‘DENS the Food Bank’. He comes from a sales background, having developed relationships with national accounts in the DIY sector.

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  • Mohamed Hassan

    Accounts Assistant

    Mohamed joined Prism as an Accounts Assistant. Previously, he worked for Sands as an Account Assistant and at Tower Hamlets Youth Offending team as a Supporting Officer. He helps with the day to day running of Prism's finance department, completing payments, processing, verifying, and reconciling invoices. Mohamed has a degree in Accounting & Finance and is MAAT qualified as well as being part qualified in ACCA.

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  • Oscar van Zijl

    Relationship Manager

    Oscar joined Prism in August 2019 as a Relationship Manager in the Collective Funds team, having graduated from the University of Exeter with a degree in International Relations and Spanish. He previously worked as an English language teacher at a university in Tlaxcala, Mexico. Oscar has always been passionate about international development and the charity sector, and has written dissertations on the South African Truth and Reconciliation Commission and Argentina's National Commission on the Disappearance of Persons.

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  • Rina Chandwani

    Finance and Relationship Manager

    After completing her education in Hong Kong, Rina has continued to develop her career in the UK which spans 20 years experience in operational and client management. Her knowledge in both the public and private sectors across the fields of finance, health, legal and the arts, has led her to pursue her interests within the charitable environment, keenly supporting programmes for underprivileged children's education in India. Having initially joined the company briefly some years ago, Rina recently returned to Prism in January 2018, excited about helping Prism's impact in the community. Rina's unique skill set enables her to focus on her role of maintaining relationships with the foundations and donors, while at the same time supporting the finance team at Prism.

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  • Sadie Beckwith

    Relationship Manager

    Sadie joined Prism in May 2018 as Administrator and Coordinator to Foundations and has over 9 years experience in client and customer focused roles within insurance and advertising. Sadie works alongside the Senior Relationship Manager and CEO servicing our individual donor DAF accounts, as well as working directly with Prism's Foundation clients. Sadie has always been interested in the charity sector, and likes to raise money for charity by taking on new challenges that take her out of her comfort zone.

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  • Stephanie Berger

    Relationship Manager

    Stephanie has always had an interest in working within the charity/NGO sector. This has stemmed from her Masters degree in Global Ethics and Human Values at King’s College London, in which she learnt about global issues and crises and the involvement needed from people to solve these. She has previous experience working in the charity sector as a research intern for Penny Appeal and as a communications intern at Global One. She has also volunteered for the British Red Cross at their Refugee centre in Hackney.

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  • Zuzana Olejnickova

    Finance and Compliance Officer, Help Refugees

    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 at International Relations and Economic Policy, Zuzana has worked in international client-facing administration roles. She first joined Prism as a Database and Financial Administrator where she was committed to increasing the flow of money to good causes. After 9 months in this position she moved to the role of Relationship and Finance Manager, supporting Refugee Collective Funds to deliver their mission of providing aid in the current Humanitarian Refugee Crisis.

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  • James Libson

    Chair

    James is the Executive Partner of the law firm, Mishcon de Reya LLP and heads its Private Department. He looks after the interests of families and entrepreneurs especially when they are involved in complex disputes. Recently he acted for Gina Miller in her challenge to the Government over the triggering of Article 50. He is a trustee of World Jewish Relief (the Jewish community's international development charity), which he chaired for five years until October 2016. He has also served as a trustee of the Jewish Leadership Council and a governor and chair of governors of a primary school.

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  • Penny Lovell

    Penny was appointed as Head of Private Clients at Sanlam Private Office in October 2017. She has over 20 years of experience working with private clients, family offices, charities, professional intermediaries and financial advisers. Penny began her career 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 Sanlam, Penny was Head of Private Client at Close Brothers.

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  • Charles Mesquita

    Charles is Charities Director at Quilter Cheviot. He 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 launching 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 L Reddings is Founder and Managing Director of Reddings Wealth Management Ltd created in 2019. She has a 35 year career as a banker and this has given her a strong foundation from which to launch a new Wealth Management firm for HNW Clients. She passionately believes quality advice should be bespoke and tailored to clients needs putting planning and advice at the heart of wealth management. Prior to this she held roles spanning the UK and International markets as a Managing Director with Julius Baer International, J.P. Morgan Private Bank, SG Hambros Bank Ltd and Chief Executive of CAF Bank Ltd and CAF Investment Services Ltd.  Over the years, Tracey has developed a strong track record and reputation for delivering innovation and building partnerships to create new business, successful teams and enhanced brand value; she has been awarded the Queen’s Award for Enterprise and most recently has been shortlisted as a Finalist for Wealth Manager of the Year 2019 for the Women in the City Awards. Tracey is an MBA-holder, Chartered Director and Associate of CISI and also a Trustee of The House of Illustration and Prism the Gift Fund.

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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 at 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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  • Ajaz Ahmed, MBE

    Ajaz Ahmed serves as a trustee on the charitable boards of Virgin Unite and Mental Health Innovations (The Royal Foundation). He is also on the Advisory Board of the Queen’s Commonwealth Trust and an Enterprise Fellow for the Prince’s Trust. Ajaz has previously served on the charitable boards of The Design Museum, the Institute of Contemporary Arts and the Prince’s Trust. In June 2018 Ajaz was awarded an MBE in the Queen’s Birthday Honours for Services to Media. Ajaz founded the design and communications company AKQA when he was 21 years old and today the company has 2,100 employees across 23 studios in 16 countries. Ajaz authored two best-selling books, Velocity and Limitless. All proceeds were donated to five charities voted for by employees of AKQA (Brainwave, Feed the Children, Great Ormond Street Hospital, Doctors without Borders, Pencils of Promise). Ajaz was awarded an honorary doctorate from the University of Bath in December 2018.

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  • Lord Popat

    Lord Popat is a Conservative Peer and Party Whip and was appointed as the Prime Minister’s Trade Envoy to Uganda and Rwanda in January 2016. He is also the Co-Chair of the Rwanda APPG and Vice Chair of the Commonwealth APPG. From January 2013 to March 2015 Lord Popat served as a Minister of the Crown with responsibilities for the Departments of Business, Innovation and Skills, and Transport, as well as a Lord-in-Waiting and a member of Her Majesty’s Household. Lord Popat was born in Uganda and first came to the UK as a refugee in 1971. Having trained as an accountant, Lord Popat later set up his own business specialising in business and corporate finance and had a successful 30 year career in the private sector. He was made a Peer by Prime Minister David Cameron in 2010 for his services to small businesses. His interests in the House of Lords are promoting the Commonwealth, SMEs, increasing Britain’s exports and trade relations with India and Africa. Lord Popat is committed to the challenge of increasing trade and investment ties between the UK and both Uganda – his home country – and Rwanda, two high-potential markets in East Africa.

    POPAT – July 2013

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.

Get in touch with us

We would love to hear from you.

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