3rd September 2025
High Net Worth Individuals are not just looking for smart investments they are also looking at how they can make a difference. This means philanthropy.
Philanthropy has historically been an afterthought in wealth management – and in some cases, it still is. These conversations are sometimes avoided because advisors may lack confidence or awareness about the available options. But this represents a huge missed opportunity.
Avoid increasingly complex structures
Add to this the increasing amount of regulations involved in setting up and running charitable foundations, High Net Worth individuals short on time or the relevant expertise are looking for different options – like one of our family-run DAFs which can operate as an ‘Own Name’ foundation without the governance and administration responsibilities.
Simple more straightforward giving models
Whether clients want to build a lasting legacy or simply support the causes they care about deeply, initiating conversations around philanthropy will help build stronger, more enduring client relationships.
Prism the Gift Fund runs free ‘Lunch and Learns’ for wealth managers, lawyers and tax advisors to enhance their knowledge of philanthropy and build their confidence discussing philanthropy and charitable giving options with clients.
How will your clients benefit?
Philanthropy is personal and everyone’s approach is influenced by their unique set of circumstances. By engaging with your clients around philanthropy you get a deeper understanding of their values and what motivates them.
But it’s also financial. Strategic giving through a Donor Advised Fund (DAF) can be one of the most tax-efficient ways to give. We regularly help clients:
Claim significant tax relief as additional rate taxpayers through Gift Aid
Claim income tax relief and capital gains tax through gifts of shares, property.
Consider offshore donations where applicable
Plan legacy giving to reduce inheritance
Establish giving structures that support lifetime and intergenerational giving
Continue to maximise assets by investing charitable funds with their financial manager of choice
How will your organisation benefit?
Helping clients structure their giving through a vehicle like a DAF isn’t just good for them it’s good for you. You:
Become part of the conversations that matter most
Strengthen trust and build longer-term relationships
Manage both their personal and charitable investments increasing AUM
Add value beyond investment returns
Demonstrate deep understanding of your client’s goals – not just their investment portfolio
Get your team talking about philanthropy
We’ll share an overview of the philanthropic landscape in the UK today, the tax advantages of different giving strategies, and how a Donor Advised Funds compare with setting up a private foundation. You’ll leave with:
Clear understanding of tax-effective giving structures
Practical knowledge you can immediately apply with clients
A stronger pitch for attracting and retaining high-value clients
Meet our charity’s expert team
For the last 20 years, Prism has been on a mission to get more people to give and those that already give to give more. Our donors give to a wide-range of charitable causes around the world.
We’ve done this by growing awareness of Donor Advised Funds and sharing our expertise with those working with High Net Worth Individuals so they understand the latest models for tax effective giving and innovations in philanthropy.
Book a Philanthropy Lunch & Learn
This is a practical session designed to support your teams in their role and help you deliver even better advice to your clients. Whether you’re already discussing philanthropy or unsure where to start, this session is for you.
