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Dual-Qualified Giving: A Conversation

Photo of Hannah Gibney Hannah Gibney
2 min

You would think in that area charitable giving would be one of the more straight forward areas because every government likes to encourage its citizens to give effectively to charity, unfortunately it's not quite that simple

John Riches

When considering dual tax liabilities for clients it may be obvious that careful attention needs to be paid to charitable giving specifically but perhaps it’s less clear which structures are most helpful, or when it’s the best time to give.

Recently we recorded a conversation on supporting clients who may have tax liabilities in both the US and the UK, typically where they are US expats living here in the UK. We were delighted to welcome Graeme Privett, John Riches and Rachel Steeden to the panel.

John opened out the discussion looking at “the situation where we have clients who might find themselves having to navigate the choppy waters of two tax systems” going on to say “you would think in that area charitable giving would be one of the more straight forward areas because every government likes to encourage its citizens to give effectively to charity, unfortunately it’s not quite that simple….”

The panel went on to discuss these key areas (among others):

  1. Why 2020 is a particularly good year to make a larger gift in relation to giving in the US
  2. The challenges and benefits of non-cash gifts when dual qualified
  3. The benefits of Donor Advised Fund Structures (like Stewardship America) and the concept of a Donor Advised Board

You can listen to the full discussion here.

We, on the Philanthropy Services Team, are actively looking for ways to share best practice and to learn from other experts in the Philanthropy sphere about how to most effectively serve our community of generous Christians. Please do get in touch if we are able to serve you, or if you would like to contribute to the conversation!

The Panel:

Graeme has been a partner at Rawlinson Hunter since 2013 and advises on a wide range of personal tax issues for both UK and non-domiciled individuals, including those with complex and substantial non-UK interests. He is experienced in working together with tax advisers in other jurisdictions, and in particular the US.

John works with family offices on a cross-border basis and deals with structuring for UK residents and resident non-domiciled families. We’re very pleased to say he is a trustee of Stewardship America.

Rachel is the legal advisor at Stewardship. Rachel came to us with over 10 years experience advising private clients and charities. She now works primarily with the Philanthropy Services team and helps our major donors to make complex gifts efficiently and tax-effectively.

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Written by

Hannah Gibney

Hannah joined the Philanthropy Services Team in 2019 to help reach out to new and emerging philanthropists. Her previous roles have been in the Christian and secular spheres and she is passionate about seeing people released into the fullness that God has for them.

She loves working in a team where its primary aim is to help people experience freedom through generosity.

She lives and worships in Bristol at Christ Church Clifton and is concerned about Justice and Children and Youth.