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Frequently asked questions - philanthropy & social impact investing

We support clients taking a long-term, mission-led approach to giving and investing.

Below are answers to common questions we receive from families, trustees and advisers from structuring international giving to involving future generations.

If you would like more tailored guidance, we would be delighted to speak with you.

Can you support cross-border philanthropic structures and giving?

Yes. We advise on international giving structures, tax-efficient donations, and compliance with both local and home jurisdiction rules.

How do you ensure impact investments align with both mission and fiduciary requirements?

We collaborate with your advisers to identify opportunities that deliver social impact alongside appropriate risk-adjusted returns, within your governance framework.

What is your experience managing foundations or donor-advised funds long term?

We work with established foundations and donor-advised funds, providing full administrative and governance support, including succession planning and impact continuity.

Can you help track and report on outcomes of philanthropy or impact investments?

Yes. We design bespoke reporting systems to measure outcomes, using KPIs and data from grantees, investees or partner organisations.

Do you provide governance advice for philanthropic entities?

Absolutely. We advise on board structures, grant-making policies and decision-making processes in line with best practice.

How do you engage next-generation family members in structured giving?

We create programmes such as junior boards and interactive workshops to equip younger members with skills, awareness and a sense of shared purpose.

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