The Gift Trust

We have partnered with a respected charity, The Gift Trust, who offer independent philanthropic advice and a simple, tax-smart mechanism for making charitable donations easier and more efficient. The Gift Trust is just like having your own private foundation, but without the administration, compliance or costs.

The Gift Trust’s expert team can help you develop a strategy for your giving and align it with your values. They can connect your charitable giving with those organisations who are making a difference on the ground, in the areas you care most about. It’s personalised giving made easy, so that you can give with more confidence and deeper effect.

For those who want a more structured approach to giving, opening a Gift Account with The Gift Trust may be a good solution. A Gift Account allows you to make flexible contributions whenever you wish for charitable purposes, then donate to the charities of your choice when you decide. The best way to describe a Gift Account is an investment account for your charitable giving. They hold the money in trust, and we as your advisers invest it how you choose (within limits), giving you an immediate tax credit. The funds can grow tax free while you take the time you need to decide who to give to. When you are ready to give donations to a cause, you let The Gift Trust know. They undertake the necessary due diligence to check the charity is sound and process the donation.

The Gift Trust can also help you craft a giving strategy and conduct deeper research into a charity or sector. They can advise you on complex giving strategies and liaise with chosen organisations.

To find out more, speak to us or watch The Gift Trust’s video here.