Philanthropy
Tailored philanthropic services helping families build a lasting charitable legacy, from Donor Advised Funds to charity trusteeship, Foundation governance and next generation giving programmes.
Families with philanthropic ambitions, entrepreneurs seeking to establish a giving legacy, and families looking to involve the next generation in meaningful charitable giving.
Our philanthropy services
Expert advice on establishing and managing DAFs, offering flexible and tax-efficient charitable giving with immediate Gift Aid benefit, allowing clients to give in a structured and effective manner without the registration costs or administrative burden of a private foundation.
Establishment, registration and administration of charitable trusts and charitable companies, providing independent and experienced trusteeship to support effective governance of your charitable foundation.
Strategic advice on grant-making, cause selection and giving governance, alongside full administrative support including Gift Aid submissions and annual donor fund statement preparation.
Engaging the next generation in philanthropy through structured giving programmes and family governance constitutions that instil philanthropic values and prepare younger family members for responsible stewardship.
Full charity administration support including assistance drafting your Letter of Wishes and grant-making policy, Charity Commission annual returns, Gift Aid returns and independent examiner services.
Our approach
We help you define your philanthropic vision, covering your values, causes and the lasting legacy you want to build across generations.
We establish the right vehicle, whether a DAF, charitable foundation or charitable trust, and handle all legal, regulatory and tax aspects of setup.
We support your grant-making and giving, including trustee review of grant recommendations, Gift Aid claims and reporting.
We charge flat fees, not percentages, so your charitable capital is directed towards impact rather than layered charges, with no incentives to retain funds longer than needed.
We help your philanthropy grow and evolve across generations, engaging family members and building shared values that transcend the individual.