In our experience, donations are analogous to financial investments—the wisest decisions are those that are the best informed. With knowledge comes confidence and ultimately satisfaction. Understanding your motivations and having a clear process for vetting recipient organisations are not only essential to making your gifts more effective but also more fulfilling.

We work with you to create a practical and robust strategy for your philanthropy.

The range of considerations is broad, but we will help you answer key questions over choice of organisations, whether to spread philanthropy or concentrate resources, and how to build hard and soft metrics. If you wish it, we will help establish opportunities for you to engage on a more personal level with the causes that matter to you.

Getting started

In the first instance we would like to invite you or your advisers to a confidential but informal conversation, ideally to meet and discuss what is important to you and how we can help.

If you find that we might be able to work together, we will set out a process that enables us to begin to understand you better.

Typically, we will need to clarify some basics first:

  • Your pre-existing experience of philanthropy, as an individual or a family,
  • What you would like your wealth to achieve and for whom,
  • Your hopes for your family, your community and society,
  • The issues and organisations that matter to you,
  • How to involve your family and friends in your giving,
  • How involved you wish to be with the organisations and individuals you help with your philanthropy.

Connect with us

Corporate Giving

You don't have to be a social enterprise to care about society.