Philanthropy Services
New Quadrant offers a range of philanthropy services, assisting clients in achieving their charitable goals and aspirations. We provide expert guidance in establishing charitable trusts and companies, administering charitable trusts, and advising on ESG investing, next-gen education, impact investing, donor-advised funds, charity trusteeship, and charity administration. Our holistic approach ensures that clients’ philanthropic efforts are both effective and meaningful.
ESG Investing
We help clients formulate their philanthropic ideas and goals, offering advice on structuring a family governance constitution. This includes ESG (environmental, social, and governance) investing, aimed at building more ethical investment portfolios. Our guidance ensures that clients’ investments align with their values and contribute positively to society and the environment.
Next Gen Education
Educating the next generation is a key component of our philanthropy services. We work with clients to develop a family governance constitution that instils the importance of philanthropy in younger family members. Our goal is to equip the next generation with the knowledge and skills to think about wealth in a societal context, making informed decisions that protect and preserve family wealth while contributing to the broader community.
Impact Investing
We advise clients on impact investing, an investment strategy that seeks to generate financial returns while creating positive social or environmental impacts. Our clients are guided in considering a company’s commitment to corporate social responsibility, ensuring their investments not only grow wealth but also serve society as a whole.
Donor-Advised Funds (DAFs)
Donor-advised funds are among the fastest-growing philanthropic giving vehicles in the UK. We offer expert advice on DAFs, helping clients to give in a flexible and tax-effective manner. Our services include formulating philanthropic goals, structuring donations, and ensuring compliance with relevant regulations.
Charity Trusteeship
We have extensive experience in establishing and registering charitable trusts and companies for clients. Additionally, we administer several charitable trusts and have set up our own charitable entity, the New Quadrant Foundation. Our services ensure that charitable trusts are managed effectively, aligning with clients’ philanthropic objectives.
Charity Administration
Running a charity involves navigating complex regulatory requirements. We assist with all aspects of charity administration, including:
- Completing and submitting Charity Commission annual returns
- Compiling and submitting Companies House accounts
- Submitting Companies House confirmation statements
- Completing and submitting Corporation Tax returns
- Preparing annual accounts for incorporated and unincorporated charities
- Handling Gift Aid returns
- Providing services of an independent examiner
We work closely with charitable trustees to understand the purpose behind a charity’s creation and its philanthropic aims, ensuring continued compliance and effective administration.
New Quadrant’s philanthropy services are designed to support clients in their charitable endeavours, providing comprehensive and tailored solutions. Contact us today to learn how we can assist with your philanthropic needs.