Philanthropic giving

Many of our clients have chosen charitable causes they want to support. Some clients are confident about how and when they donate. However others need advice. We recognise that planning for philanthropy can be challenging.

The questions people often want answered are:

• Can I afford to give?
• What is the best giving mechanism for me?
• When should I give?
• How much should I give?
• What am I trying to change?
• How do I choose which organisation to give to?
• How to I ensure my contributions will have an impact?
• How do I get feedback that my contributions are valued and worthwhile?
• Can I be more engaged with charities?
• Can I remain anonymous?

We are passionate about philanthropy and can work with you on the whole journey to organised philanthropic giving. We explore your values and aims to provide clarity on the questions above.

We look at your investments to determine if you can afford to give and if so, how much and when. We look at the best way for you to give, such as direct donations, volunteering your time and/or expertise, establishing a private foundation, or setting up a donor advised fund.

We can work with our expert philanthropic partners to explore what areas or sectors are most meaningful to you and what you want to change. We can co-ordinate research into the entities or people within those sectors and how you can make a real positive impact. We can look at whether you want hands-on involvement or give a one-off earmarked donation or have active communications with the CEO or Board.

We can ensure your identity is protected from the organisations you support, if that is what you want.

More about philanthropy - ours and yours