Philanthropy

Shingle beach and headland at dawn

For families who give, Bexley Capital plans philanthropy the way it plans investment, starting with how much to give and through which vehicle.

  1. Your Giving Strategy

    You choose the causes. Bexley Capital identifies the charities working on each one and agrees with you how much to commit each year. Donations during your lifetime and gifts through your will are planned together.

  2. Choosing the Vehicle

    Gifts can be made directly or through a vehicle such as a donor-advised fund or a family foundation. The team sets out the costs and tax treatment of each before you decide.

  3. Review and Reporting

    Before a significant grant, Bexley Capital reviews the recipient’s published accounts and governance, and agrees with the charity how the donation will be reported back to you.

Causes Families Support

To arrange a first meeting, contact the Bexley Capital London office.

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