Referral For Philanthropy Services

Philanthropy means different things to different people and the varied ambitions of our clients are a reflection of their diverse range of backgrounds.

MORE THAN WRITING A CHEQUE

Simply ‘writing a cheque’ is becoming an outdated model of charitable giving, as philanthropists are increasingly seeking measures to evaluate the impact and success of their giving.

But where to start, how much to give, what cause to consider and possibly, what will my legacy be are just a few of the questions our clients are asking themselves, as they embark on their philanthropic journey.

So, whether you have a clear vision or are taking the first steps, we can support you and act as gateway to our experts and third party partners.

YOUR GUIDE TO GIVING

‘Your Guide to Giving’, has been written to provide step-by-step advice and to answer questions about all aspects of charitable giving in five easy-to-read chapters. It is the first of its kind from a Wealth Manager, featuring practical information on a variety of topics as well as case studies and personal insights. We can also help you connect with the best organizations for philanthropy services.