Charities, Philanthropy & Non-Profit
There is no "one size fits all" when it comes to philanthropy. Some clients have been philanthropists for all their lives; others may have reached a point where they wonder how their wealth can really make a difference to the world in which they live.
The reasons for setting up a charity, not-for-profit organisation or foundation vary widely, however some clients want to enshrine a culture of philanthropy as a value of their family for the long term; others might just enjoy the feeling of giving back to society; and some may want to leave a lasting legacy. While the motivations for giving may be simple, getting it right can be more complex.
Advice for philanthropists and charities can encompass anything from setting up charitable trusts to benefit a number of charities, leaving a legacy to a general, grant-giving favourite charity in a will, including a charity as a beneficial class under a trust or utilising a Donor Advised Fund (DAF) or creating a specific charity, non-profit or foundation to fulfil a specific aim. Whatever route you take, Boodle Hatfield has a range of experience in all areas of the Third Sector enabling us to support you through the whole lifecycle.
How we help
- Creating charities, non-profits (Community Investment Company) and foundations in the UK and internationally – We regularly advise on establishing and registering grant-making foundations and operating charities & non-profits including the initial set up and registration with the relevant third-sector regulators.
- Philanthropic governance – We ensure that governance of the charity, foundation or philanthropic endeavour is effective and in-line with the Charity Commission governance regulations and also utilising Corporate Governance best practice where applicable. We advise on day-to-day issues ensuring they can be resolved practically and quickly.
- Tax and philanthropy – At Boodle Hatfield we can advise on all aspects of tax in respect of your philanthropy giving.
- Individual or corporate giving – We regularly advise our clients, including family offices, on how best to achieve their charitable and corporate social responsibility aims through a DAF, which enables clients to undertake philanthropy in a low profile, low risk manner.
- Philanthropy disputes – We advise on disputes which may arise over bequests to their organisations and on resolving issues involving charities.
Recommended reading
Private Wealth Partner, Kyra Motley comments in TheWealthNet and eprivateclient on the importance of coordinating advice for ultra-high net worth families with interests across multiple jurisdictions. The article explores how the role of family offices is evolving beyond traditional tax and investment considerations, with increasing focus on stability, cybersecurity, healthcare, education and cross-border planning.
Read more 10 Jun 2026 The realities of succession: why planning goes beyond taxAs the UK approaches a £5.5 trillion intergenerational wealth transfer, what does this really mean for families beyond financial planning? In Mayfair Times, Partners Hayden Bailey and Nicola Bushby reflect on the long-term nature of this shift and why, in practice, “the challenge is never just legal” when managing succession and disputes.
Read more 04 Jun 2026 Clare Stirzaker, Emily Brand and Nicola Bushby to speak at TL4 HNW Private Client Advisory and Litigation ForumNext week in Versailles, Partners, Clare Stirzaker, Emily Brand and Nicola Bushby will be speaking at the TL4 HNW Private Client Advisory and Litigation Forum on 10–12 June. For its 3rd annual conference, Clare will join a panel discussion titled ‘The Global Race for Philanthropic Capital’ alongside Ed Powles and Joe Crome. Emily and Nicola will be joined by fellow speaker and host Rupert Ticehurst to discuss the panel ‘Stepmoms – Why do they have a bad reputation, and is conflict with children from a first marriage inevitable?’
Read more 03 Jun 2026 A shift in land investment: growing interest in English vineyardsIn a recent Telegraph article exploring alternatives to buy-to-let investment, buy-to-let returns face are increasing pressure, with investors turning to English vineyards as an alternative. In this article, Partner and Head of Residential Property, Saskia Arthur comments on how improving UK climate conditions and rising demand for English wine are driving interest, though success requires a long-term, hands-on approach and diversified income streams.
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