Philanthropy and Charitable Giving
Ensure that your generosity has a significant and lasting impact
Philanthropy is personal and motivations for charitable giving are diverse but, whatever your goals are, it is important to plan your giving. It takes time and knowledge to give effectively.
Philanthropy and Charitable Giving
Different ways of giving to charity
Many of our members want to move from giving directly to charity (“chequebook philanthropy”) to a more formal structure that provides an ongoing platform for giving as well as important tax planning benefits. The basic choice is between establishing a charitable trust or using a donor-advised fund (DAF). A DAF is essentially a charity savings account where a donor can make contributions, enjoy tax benefits, and recommend grants from the fund over time.
Philanthropy and Charitable Giving
Achieve your goals
Whatever your vision, we will work with you to ensure that your generosity has a significant and lasting impact on the causes you are passionate about.
We will help you to understand the key issues and support you in designing a long-term strategy to achieve your goals.