Advisers

We make it simple for your clients to give to good causes effectively.

We provide individuals the opportunity to:

• consolidate their giving from a single, tax-efficient fund (just as a private charitable trust).
• use a charity chequebook and set-up regular payments to support their favourite causes.
• create an annual deposit fund or set-up an invested account with the investment managers of their choice.
• discover new and exciting charities working in areas they care about.
• take part in guided visits to charities and meet like-minded donors.
• check on-line and receive regular reports on their charity account.

We provide charitable trusts with:

• a comprehensive grant distribution service, using our database of 6,500 charities and community groups.
• an open and robust grant application process promoted to groups matching their criteria.
• the ability to pass administration to us, while keeping control over which projects to support.
• the option of winding-up a trust while preserving or reorganising its charitable purposes.
• the opportunity to visit projects a trust has funded.

You can also read in detail the services we provide Individuals & Families, Charitable Trusts and Companies.