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 clients 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.

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What Our Clients Say

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"Ed has helped me greatly in managing my investments and in preparing my financial portfolio for my retirement. He is always professional, transparent and ethical and I have no hesitation in recommending him and Smythe House”
A. F
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"I have been fortunate to have Ed and Smythe House advising me over a wide cross-section of financial affairs for many years. Smythe House have tailor-made many solutions for my requirements. Ed’s hands-on approach and in-depth knowledge of my financial and personal situation have given me comfort and confidence about the future, whatever it may contain"
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"I have found it very helpful to get advice on all aspects of my finances. Ed and Smythe House have introduced a range of investments while keeping a close eye on external advisors to ensure good performance. I would happily recommend Ed to others who are looking to have the trusting professional relationship that we have built up over the many years."
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