Company

Stewardship

Location

London

Client types

UHNW

HNW

HQ

London

Stewardship

Stewardship's award-winning Philanthropy Services Team, led by Nicola Johnson, offers expertise in Donor Advised Funds and Christian charities. It runs three funds: the Donor Advised Fund for those giving more than £25,000 a year, the Philanthropy Fund for those wanting to establish a charitable fund of £500,000 or more, and Stewardship America for dual UK and US taxpayers.

Supported by in-house experts, the team provides a highly personalised service that is designed to free clients from the complexities of making larger gifts and to partner with them to maximise the impact of their donations.

The team's experience in supporting Stewardship's partner charities as well as donors means they are optimally placed to advise donors on how to ensure the grants they request have optimal impact. The team's services include investment portfolio options for those wanting to grow their account balance pending requesting grants; the opportunity to allocate account balance to support a charity with a loan or other funding arrangement; legacy and estate giving; tax-efficient international grant making; and research services.

The team is also proud to offer its Philanthropy Fund clients its innovative Donor Advisory Board option, which provides a board structure to enlist the support of family, friends and trusted advisors in grant-making decisions but without asking them to take on the burden of charity trusteeship.

The team won STEP's 15th Private Client Awards for 'Philanthropy Team of the Year'.

"For those wanting to do some serious thinking about how best to structure their range of giving, Stewardship offers excellent support." John Riches, RMW Law LLP.

Address

1 Lamb's Passage London EC1Y 8AB

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