Family Giving and Foundations
Giving starts with the causes your family wants to support. How and when each gift is made decides the tax, and good records make sure every receipt is claimed.
Planning the Family’s Giving
Causes and Commitments
We set out the causes the family supports and the pledges it has made, so giving fits with its other plans.
Personal, Company or Foundation
We work out which route suits each gift, and the tax, before it is made.
Gifts of Listed Shares
They are considered as part of the tax planning, with the investment advisor responsible for the account.
Year-End Timing
Brokers and charities need time to process gifts, so December gifts are planned early.
A Foundation or Charity the Family Runs
Its books, receipts and annual filings go on the family calendar.
Donations Not Yet Claimed
We track them from year to year, so each is claimed within the time allowed.
How We Help
We plan each gift with you and keep the foundation’s books.
Philanthropy and Charitable Giving
We plan gifts and pledges around the family’s charitable intentions, each timed to the right tax year.
Tax Planning
We weigh each gift against the whole year’s return.
Bookkeeping and Tax Compliance
We keep the foundation’s books current, with receipts and filings in order.
Plan Your Giving
Start with how the family gives today, and we can plan from there.