Set up a fund
Our experienced team have the expertise to help you make informed decisions around charitable giving, whilst ensuring your investment makes a difference to those who need it most. We connect our clients to grass roots community groups who are seeking funding, offering bespoke advice, combined with a full-service support service, which ensures sound management and due diligence, making giving easy, tax-efficient and robust.
We are in the unique position to be able to connect you to those incredible and deserving community groups who are best placed to make a difference.
Personal Giving
We work with many families and individuals who are passionate about charitable giving and want to make a difference. We have the expertise to ensure your charitable giving requirements are met, helping those causes closest to your heart.
Corporate Giving
We provide bespoke support, helping you to develop and deliver the social element of your ESG strategy. Wherever you are on your planning cycle, we are there to provide expertise and guidance at every stage, ensuring you can evidence the impact you make.
Information for Professional Advisers
We work in partnership with you to ensure your clients have the expertise they need to make informed charitable investment decisions as part of their financial planning. Our objective is to make charitable giving as easy and enjoyable as possible. Every client is different, so we look to provide a package bespoke to their needs.
Helping National Charities
We have experience of supporting large charities to manage their funds, where reaching grass roots community groups is crucial, timing is of the essence, and due diligence and impact a pre-requisite.
Trust Transfers
Do you need to revitalise an ineffective or dormant trust? By transferring these to us, we can breathe new life into them, repackage and manage them on your behalf.
Community Benefit Funds
We help many organisations, for example wind farms, who are obligated to make a difference locally. We can help manage your funds and measure the impact you make.
Public Sector Funds
Our experience of managing funds on behalf of the public sector is unsurpassed. We offer bespoke advice and expertise, combined with a professional support service.
Our Impact
Who we work with
Your support matters and we thank each and every one of you. Together we can make a difference.
