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Planning for the future with your Donor Advised Fund or Philanthropy Fund

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Shape your Impact

Manage your dynamic expression of wishes and we’ll do the rest

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Safe Hands

Our experienced team will take care of your distributions with excellence

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Planning Ahead

Continue to support the causes you care about beyond your lifetime

Legacy and Estate Giving

For Donor Advised Fund clients and Philanthropy Fund Clients

Download our guide to leaving a legacy Complete our Expression of Wishes form (individual)

We’re committed to ensuring you have full peace of mind when it comes to succession planning, and any arrangements you may wish to make for gifts in your will as part of your estate planning. We can engage wider family members in the process, as appropriate, and provide additional support for those wishing to coach and encourage emerging generations to start their own journeys of generosity.

Charity Champion for Remember A Charity 

Legacies are a vital source income to UK charities, generating almost £4 billion for good causes each year. We are proud to be a Charity Champion for Remember A Charity, working together with charities and the legal sector to raise awareness of and celebrate the significant impact of charitable gifts in wills. 

Every September, charities, legal partners, government and others come together for Remember A Charity Week, to celebrate and raise awareness of legacy giving.

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Legacy resources

You can create your legacy with Stewardship in three easy steps. Download our handy guide for further information. If you do leave a gift to Stewardship in your will, you can let us know your charitable preferences using our Expression of Wishes form which you can then update at any time without the need to involve your solicitor. Our briefing paper on legacy giving provides a lot more detailed information about the different aspects of legacy giving.  

Our Head of Legal, Rachel Steeden, has produced some helpful material about legacy giving for Christian media platform Premier. Follow the link below to read her blog on how to ensure your legacy gift is made tax-efficiently. At the bottom of the blog you'll be able to play a recording of a short interview Rachel did with Premier to explain helpful next steps and the importance of writing your will and then keeping it up-to-date. 

Download our quick guide Read our blog for Premier

Start your journey with us

For some, it's a desire to bring about change to our local and global communities. For others, it's a response to God's generosity. Whatever your goal, our first step together is to arrange an initial consultation or visit to discuss your philanthropic needs.

Schedule a call View our brochure

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