Whether you are about to embark on your first foray into charitable giving, are looking to refocus your impact, involve your family in your giving, or would like someone to execute your philanthropy on your behalf, we can support you.
Drawing on 16 years experience of directing philanthropic giving in charitable organisations and working with philanthropists on their giving, and with broad networks in the private client and charity sector, we have a deep-rooted understanding of the approaches that truly achieve impact.
We can work with you in a variety of ways and our support will be bespoke to you and your situation. Our services are outlined here, all of which can be layered or amended depending on what you're looking to achieve.
Our advice is based on the foundations of independence, integrity and confidentiality and all work is conducted with discretion and a huge passion for maximising your impact.
We look forward to exploring how we can support you in your giving.
Charitable advice for
individuals and Family Offices
1
Charitable Giving Review
We'll work with you to explore your 'Giving DNA' then review existing giving (whether structured or ad-hoc) in line with that.
We'll provide you with a report on where you're having impact, how this aligns to your 'Giving DNA' and provide recommendations for how to grow your impact.
2
A new approach for your giving
Maybe you're new to giving and want some advice on where to focus your support or you're looking to redirect your philanthropy.
We will work with you to get help identify the change you want to see, conduct a charitable giving review if appropriate, and research and identify high-impact organisations you may like to support.
If you wish, we can approach charities on your behalf and support you in identifying the organisation you'd like to support and how.
3
Ongoing support to manage your giving
This is for you if you don't have time to administer your giving or want to maintain your anonymity. We'll work with you and other intermediaries to execute your giving on your behalf including liaising with charities and ensuring you receive meaningful impact reports on how you are making a difference.
Private philanthropist
"Rebecca has been an invaluable source of advice and encouragement while we seek to professionalise our philanthropy. This stage can bring complexity and emotion but she approached every conversation with diligence and clarity enabling us to focus on our family aims, values and intentions.
Rebecca’s steady hand has guided us though every step on our journey to become a more streamlined, meaningful and effective giving group and we are extremely grateful for her support"