Philanthropy UK’s Advisors' Framework for Effective Giving has been developed to guide advisors through a step-by-step process to help clients create a charitable giving strategy.
There is no 'right' strategy or 'right' giving portfolio – it is a question of what matters to your client, who they would like to involve and how they would like to organise the decision-making process.
Of course, clients may wish to undertake one or more of these steps by themselves. However, many find it helpful to do so together with their advisor.
You can help stimulate their thinking; connect them with similarly philanthropic clients; undertake research where they cannot spare the time themselves; act as an intermediary with charities and other potential recipients; present them with tax-efficient options; signpost them to specialist philanthropy advisors; and generally move the process along.
