Helping
you navigate good giving
Welcome to The Giving Concierge.
We work with individuals and families who want to give with clarity, care and confidence.
We support you to make a conscious choice about how you use your wealth, time and energy.
We start wherever you’re at.
You may be navigating change in your life, still leading your business or working out what comes after a sale or significant transition.
You could be stepping into new wealth responsibilities or just beginning to shape your relationship with money and giving.
You may have decided to give but are not sure where to begin? Or you might have a Trust, Fund or way of giving already in place but are still asking - what does good giving look like in practice? .
For us good giving means thoughtful consideration of five connected areas:
Lawyers, Tax Advisors, and Wealth Managers often start with thinking about structure: the right trust, fund or vehicle. Individuals and families often want to move straight to action and choose the charities they'll support. Both are natural places to begin, but there's more to doing philanthropy well.
You may need support in all five good giving areas or just one. The pace and depth of our work together will depend on your needs, how many people are involved, and what else you're navigating in life and business. Wherever you start, we help you get clear, so you can make meaningful giving decisions with confidence.
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Why you give, what you hope it will achieve, and who's involved in deciding.
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Where to focus, informed by evidence and a clear view of what you can contribute and how
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The right vehicle or mix of vehicles to deliver your plans.
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Finding, checking and partnering with organisations that can deliver.
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Understanding the difference your giving makes, and continuing to learn.