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Giving before the end of the tax year
If you are considering charitable giving as part of your financial plans, Prism’s Donor Advised Fund (DAF) service offers a time, cost and tax-effective vehicle through which to give. Prism takes care of the administration, governance, and compliance, leaving the donor with the joy of giving.
At the end of each tax year, we provide our clients with a simple statement to give to their adviser including all the information they need to calculate a client’s tax returns. Donors can contribute to their DAF with a range of assets including cash, shares, property, art and cryptocurrency. You can read more about the tax reliefs available here.
Our impact so far (FY 2022/23)
Prism is also flexible when it comes to distribution and has expertise on the due diligence of sending grants globally and understanding the rules and regulations of UK charitable law. Using Prism’s service, philanthropists can donate to charities, not for profits and social enterprises internationally. Looking at the donations we’ve made on behalf of clients in the past six months, we’re pleased to be donating to various impact areas and regions across the world.
Anna Josse nominated for Philanthropy Adviser of the Year in the CityWealth Magic Circle Awards 2023
We’re hoping this will be Anna’s third consecutive win in this category at the CityWealth Magic Circle Awards.
If you haven’t already, there’s still time to vote for Prism’s Founder, CEO, Anna Josse, for Philanthropy Adviser of the Year here.
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