Meeting the Challenges of Cross-Border Giving

Meeting the Challenges of Cross-Border Giving

News (UK)


Presented by the STEP Philanthropy Advisors Special Interest Group as part of the 2019 Special Interest Spotlight Sessions

Date: 22 November 2019
Time: Breakfast session (8am – 9.30am)
Venue: Hilton London Bankside, 2-8 Great Suffolk Street, London SE1 0UG, UK
This breakfast session will explore the key issues and possible solutions related to cross-border giving, with particular reference to Canada, the EU, Hong Kong, Switzerland, the UK and the USA. Panel speakers will give consideration to matters of due diligence, legal aspects, regulatory issues, privacy, safeguarding funds, taxation and oversight of the donation, equipping you with the information you need to know to help your clients.

Key topics to be covered include:

  • Appropriate due diligence
  • Taxation; the availability of reliefs, ability to export funds and minding of local restrictions
  • Legal aspects, and consideration of public benefit
  • Regulatory issues, and issues relating to privacy
  • Securing the transfer and safeguarding the application of funds
  • The assessment of impact from afar
Find out more and register your place at 
Delegate fees for this session only*: 
Philanthropy Impact Member: £60
STEP Philanthropy Advisors SIG Member: £60
STEP Charities-UK SIG Member: £60
STEP Member: £70
Non-member £80
*This session forms part of a full day of special interest sessions comprising seven options. You can choose from a breakfast, morning or afternoon sessions – or if you stay the whole day you receive 15% off your total booking, plus free attendance to a networking lunch!

  • UK