Working with you

Financial Professionals

Adviser Presentation

Provides information designed to increase philanthropic awareness  and educate attendees to enable them to have an introductory philanthropic conversation with clients. It carries 1.25 professional development points.

Client Presentation

Provides information designed to increase philanthropic awareness and encourage effective action.

Client Consulting Services

We are committed to delivering an exceptional and highly valued service to your clients. We complement and enhance, rather than compete with, services provided by financial planners, accountants, lawyers and bankers/lenders.

Private Clients

Consultancy Service

This process is beneficial for clients who are beginning their philanthropic activities and would like to confirm that they are on the correct path.

Introduction and overview of philanthropy
Identify your values, your motivations and your objectives
Outline and discuss the methods available for giving
Provide assistance to select appropriate beneficiary organisations
Present and discuss your Giving Policy document
Provide additional information, recommendations and referrals to enable your philanthropic objectives to be met.

Bespoke Services

Can be arranged at anytime to address a range of needs. For example :

Protecting your anonymity and reducing your workload by acting as your designated contact person when communicating with beneficiary organisations.