It should be noted that all investments carry investment risk and the value of any investment undertaken can go down as well as up.

Stewardship is not authorised or regulated by the Financial Conduct Authority and does not provide investment, tax or legal advice, nor recommendations in relation to investments.  Any conversations held with you, or information provided to you, will only be in relation to your donated, or to-be donated, funds and does not constitute a recommendation or advice in relation to funds you may have outside of Stewardship. If you do require financial advice, you will need to consult a regulated financial adviser.

All investment decisions are made at the discretion of Stewardship’s Trustees, and any investment made from the balance of your Donor Advised Fund or Philanthropy Fund is made by Stewardship as principal. 

Please refer to our full Terms and Conditions for Giving for further details.