Ep.1: Philanthropy and giving structures – how to support charitable causes
In our first epsiode, our experts explore how individuals and families can support charities in a tax-efficient and informed way.
Welcome to Signed & Sealed, the go-to podcast from Foot Anstey for everything succession and tax. Join our expert team and guest speakers as we dive into the big questions and the finer details around planning for the future. From smart succession strategies and wealth preservation to wills, power of attorney, probate and beyond, this series offers practical insights, expert tips and real-world advice to help you stay one step ahead.
In our very first episode, we explore how individuals and families can support charities in a tax-efficient and informed way. Partner, Rachel Brooks and Managing Associate, Robert Davies are joined by Jacqui Scott of the Hampshire and Isle of Wight Community Foundation to discuss giving options, local philanthropy and how to ensure charitable impact aligns with personal values.
What's in this episode?
In this episode, our experts discuss:
- Comparing personal charitable foundations with community funds and understanding the choice between long-term endowments and immediate grants.
- How to verify a charity’s legitimacy and what qualifies as a charity under UK law.
- Different ways to give: lifetime gifts, legacies in wills, and the tax relief available for each.
- The role of community foundations in helping donors connect with local causes and maximise impact.
Podcast speakers
Managing Associate
International Succession & Tax | Owner Managed Businesses | Private Wealth
Useful resources
Delve deeper into some of the topics and areas discussed in this episode with the articles below:
- Article: Philanthropy – what are your options when it comes to giving to charity
- Article: Leaving a legacy to charity in your will
Access all episodes of our podcast via our dedicated Signed & Sealed podcast page.
We'd love to know what you thought of this podcast episode, as well as any of the other episodes in our series! We'd also really appreciate any ideas you had on future topics you'd like us to discuss. Please do reach out and we look forward to hearing from you!