How much is enough? Are you in a fortunate position to consider giving some of your income or wealth away? Why wait? Give and give well and make a difference in your lifetime. Make a difference in the lives of others. Support causes close to your heart. Enjoy and see the impact. Start the journey of giving from wealth, not just income. Its a wonderful opportunity for you and your loved ones to feel proud and to work together in a truly meaningful way!
Giving money away and doing it well is not as easy as you may think.
If the answer to some or all of the following questions are ‘yes’; then you could benefit from a meeting or series of consultations with Niall.
- Do you want to give back?
- Do you want independent, impartial advice?
- Do you want to stay under the radar while exploring your giving options?
- Are you unsure of where to start?
- Do you want to avoid expensive legal / professional fees while working through your next steps?
- Do you want to explore how your values could align with future charitable giving?
- Do you want expert insight into philanthropy vehicles / whether they are necessary for your situation, and if so, what would be the best fit for you? You may continue to give as an individual, through your company, via a Donor Advised Fund, a foundation or other.
- Are you uncomfortable passing on all your wealth to your children / loved ones?
- Do you want to involve other family members but are unsure how best to do so?
- Would you benefit from insights into areas of greatest need where you could make a significant difference?
- Do you want to make sure you will get the ‘greatest ‘bang for your buck’ from your charitable giving?
This service is also available to businesses. It is especially suited to family businesses. Instead of just reacting to requests as they land in, The Philanthropy Adviser service can help you develop a more strategic giving plan for the organisation.
If you decide to establish a foundation, you will probably have your legal adviser involved and of course an application would go to The Charities Regulator (CRA) for charitable status. The Philanthroy Adviser can provide practical advice to complement this and also help you address points raised by the CRA to really help you focus on the detail of the plan for the new foundation. There is a right way and a wrong way to do most things and why not give well from nthe start.