Guide to Giving

Giving navigator
What kind of philanthropist would you like to be? The tool below will help you on your journey to identifying and achieving your philanthropic ambitions.
The Five Stages of Giving
Our five stage framework will help you on your philanthropic journey. By clicking on each stage of the framework, advice and case studies from other philanthropists who have addressed the issues you might now face will appear. Of course, philanthropy is not a linear journey and any stage can be revisited at any time.
1. Setting objectives

Establish clear personal, charitable or corporate objectives to clarify what you want to achieve with your giving

2. Developing a strategy

Outline how you will achieve your goals: where to focus your giving; what type of support you can offer; and the best mechanism for you.

3. Giving tax effectively

Maximise your resources and your impact by taking advantage of the different methods of tax-efficient giving.

4. Selecting Charities

Find and choose effective charities based on your interests and objectives.

5. Assessing Impact

Understand what your money has achieved; whether your objectives are being met; and how your giving can improve.