Giving and Philanthropy

“What we have done for ourselves alone dies with us; what we have done for others, and the world, remains and is immortal.”
- Albert Pike

Traditionally, giving money away has been often been regarded as an optional extra within financial planning, open to the minority who have surplus wealth, or perhaps to those who have a strong social conscience.

Not everyone will wish to give away, or be in a position to do so, but for those who are interested in pursuing such a strategy we will help them to understand their potential to give, either during their lifetime, via their estate, or through a combination of the two.

What is involved?

As with any aspect of Financial Planning we will help you to answer a series of questions.

How Do I Give?

Can I Afford To Give?

“My father used to say, you can spend a lot of time making money. The tough time comes when you have to give it away properly. How to give something back: that’s the tough part in life”.
- Lee Iacocca. American Businessman and President of Chrysler Motors '78-'92.

We have observed that those who are engaged in giving and philanthropy would appear to benefit as a result.
This sense of fulfilment, frequently expressed, is one of the reasons why we encourage clients to consider the giving option.