Wealth Management

I want to take my giving further

Philanthropy is an evolving journey. As your giving develops, you may want to understand your impact more clearly, involve your family more deeply, revisit your structure, collaborate with others or explore how your wider resources can support the causes you care about. 

Questions that often arise for our clients over time include

How can I involve my family in philanthropy?

What could the benefits be and what do I need to think about to make it successful for everyone involved?

How can I better understand the impact of my giving?

What am I measuring and why? Would developing a ‘theory of change’ bring greater clarity and focus?

Could I build more meaningful relationships with the charities I support?

Would moving from one-off donations to longer-term partnerships help me to achieve more? How can I strengthen the organisations I’m supporting?

Do I want to deepen my knowledge and learning about the causes I care about?

Who else is working on these issues? Are there networks of peers I could join?

Can I leverage resources beyond grants to make a greater impact?

Do I have valuable expertise I could share? Could I give my time or use my convening power? Could social investment play a role alongside making donations? 

What about the long-term and my legacy?

How do I plan for the future of my philanthropy? Do I want to ‘spend down’ my charitable funds in my lifetime or establish something that will out-live me? Does my will reflect my current thinking?

How can Coutts help

Whatever stage you are at in your philanthropy, we can help you review and develop your giving strategy, engage with your wider family, and provide opportunities to learn from other philanthropists and sector experts through our events and insights.

Please contact your Private Banker to find out how we could take your philanthropy journey further. Criteria apply.

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  • Contact your Private Banker to find out more about how we can support your philanthropy journey

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