For wealth advisers
Join our professional adviser network and discover more about the benefits of legacy giving for your clients.
Legacy giving for high net worth individuals
Donating part of their estate to charity enables supporters to leave a lasting impact, transforming beneficiaries’ lives, strengthening charities’ resilience and funding charitable services at scale. It also offers generous tax incentives.
Why talk charitable bequests with clients?
By bringing legacy planning into your advisory services, you can attract and retain loyal, value-driven clients.
I always thought that, should I be lucky enough to have the resources, I would want to invest in something that would make life better for future generations - and be a force for good.
Understanding the role of wealth advisers in growing legacy giving
We know from our work with solicitors and Will-writers how crucial trusted advisers are for those with wealth.
So, we commissioned Philanthropy Impact and Boon Philanthropy Consulting to explore the role of wealth advisers in helping wealthy clients shape their charitable legacy.
Our wealth adviser committee
Our Private Client Advisory Committee for Legacy Giving aims to empower advisers to accelerate growth of high value legacies.
Learn more about their work and who sits on the committee.
Join our professional adviser network
Subscribe to our monthly professional adviser bulletin for all the latest news and developments in the world of gifts in Wills. You can view past editions here.
We also invite you to join our LinkedIn group to share knowledge, ask questions, and collaborate amongst your peers.
Don't forget, solicitors and Will-writers are also able to join our Campaign Supporter scheme.