Innovative
If you have got an innovative idea for supporting a charity with a loan or other investment from your account balance, our specialist team can work with you to make this happen
Missional
Your charitable funds have the potential to go further, strengthening the impact of the ministries and causes you choose to support
Impactful
Experience the joy of giving, with lasting impact for the causes you love
Social Impact Investing
For Philanthropy Fund and Donor Advised Fund Clients
Social impact investment is an innovative approach to philanthropy that entails allocating your account balance to support a charity with a loan or other funding arrangement. Social investment provides long-term capital, which can help your chosen causes to scale up and become more sustainable, for example by providing working capital or by enabling the purchase of assets such as property.
Social impact investment helps your generosity to go further; the investment has the potential to generate a return to your account that can then be recycled into further social investments or grants.
For those wanting to do some serious thinking about how best to structure their range of giving, Stewardship offer excellent support.
John Riches RMW Law LLP
While funds may be returned to your Donor Advised Fund or Philanthropy Fund for the purposes of your giving, funds cannot be returned to you personally. Our set-up and ongoing charges for administering a social impact investment will depend on the complexity of the investment. Please note Stewardship is not regulated by the Financial Conduct Authority and does not offer investment advice. Please read our Investment Disclaimer for further details.
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Solutions tailored to you
Expert Service
A team of experts on hand to make your giving impactful and tax-effective
Hassle-free
Let us take the burden of governance and administration
Flexible
Add funds via cards, cheque, bank transfer, Direct Debit, investments, shares or property
Personal Service
Personal one-to-one guidance on hand to make your giving impactful and tax effective
Hassle-free
Let us take the burden of governance and administration
Flexibility
Add to your balance by card, bank transfer, Direct Debit or shares
Safe Space
We facilitate thoughtful discussion around your philanthropic vision
Research
Bespoke research into causes you love and those you’d like to know more about
Peace of mind
Benefit from the wisdom of a board without the burdens of setting up a trust
Shape your Impact
Manage your dynamic expression of wishes and we’ll do the rest
Safe Hands
Our experienced team will take care of your distributions with excellence
Planning Ahead
Continue to support the causes you care about beyond your lifetime
Global Giving
Give across a network spanning 85 countries using TrustBridge Global
Integrated
Manage all of your cross-border giving in one place
Collaborative
Join with hundreds of other donors to get resource where it is most needed
Comprehensive
With our expertise in the charitable sector, we can provide the detailed research you need to make a decision
Insightful
Measure tangible impact on a macro and micro scale to give you confidence in your decision-making and planning
Strategic
Using our networks and data-driven insights, we can help you focus future resources and maximise your potential for impact