Philanthropy Advisory Services

With so many options of how to give and so many worthy charities deserving of support, where do you start?

Although giving should always be a balance of ‘heart and mind’, depending on the size of the donation, it can help to follow a few key principles.

  • Understand the causes you want to support
  • Set your objectives
  • Set up a giving vehicle, such as a charity account or private charitable trust
  • Establish criteria for selecting the charities you want to fund
  • Monitor and learn from the experience of giving

In helping clients create a giving strategy, we often go through four stages

1. Individual
conversations
2. Strategy workshop
3. Strategic plan
4. Implementation

 

1. Individual conversations: We discuss and understand your motivations and objectives for giving

2. Strategy workshop: We facilitate a roundtable discussion to identify your key priorities

3. Strategic plan: We help write your vision and guiding principles and modus operadi

4. Implementation: We help review grant applications, conduct site visits and make donations


For more information on how Coutts can assist you click here.