Charitable giving and wealth planning: a meaningful approach
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In Family Office magazine, Clare Stirzaker, Private Wealth Partner, explores how charitable giving can form a meaningful part of wealth and succession planning.
As clients increasingly look beyond the technical aspects of giving, advisers have an important role to play in helping them consider their values, philanthropic ambitions and the legacy they want to create. Drawing on insights from Remember A Charity’s research and her role as Wealth Adviser Committee Chair, Clare highlights how conversations about what matters most to clients can help advisers better understand their clients’ motivations and integrate charitable giving into wider financial and succession plans.
She also outlines practical considerations for advisers, from involving family members and engaging with charities to collaborating with specialist advisers, respecting client confidentiality, and focusing on long-term impact.
Ultimately, Clare considers how thoughtful conversations around philanthropy can strengthen adviser-client relationships while helping individuals and families create a meaningful and lasting legacy.
Read the full article in Family Office magazine (page 77 and 78).
