Do you want to:

  • Incorporate a philanthropic factor into your Financial Planning?
  • Ensure your giving is arranged in a tax efficient way?
  • Leave a legacy, using charitable giving within your estate planning?

Many of our clients wish to make a difference with their wealth and, in addition to ensuring their investments are geared towards making a social impact, also look to formulate a giving plan so that their generosity is structured in the most tax efficient way. By including charitable giving as part of a clients financial plan, substantial sums have been directed towards charitable organisations which has resulted in the improvement of many lives around the globe.

Other clients desire to leave a legacy and Trinity work with solicitors to incorporate charitable giving into their wills. This provides greater flexibility if they later wish to amend which charitable organisations will ultimately benefit.

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