You’re looking to invest with charitable intent

Does this sound like you?

If there is one thing that’s consistent across Good Green Money clients it’s that they’re all good eggs. Naturally, they want their investments to be invested ethically, but beyond that they’re usually involved in doing positive things in other ways too.  That might be through their career, or by supporting others by volunteering or by acting as a charity trustee, or they may make monthly or periodic charitable gifts. Often they do all of these things and more.

You might be in the lucky position that you feel that you have ‘too much money’ and want to gift some of it effectively, maybe in one go as soon as you can, perhaps over time helping a steady stream of good causes, or possibly on your death if that’s a better thing to do.  If you do choose to give it away, how much can you afford without making yourself destitute?

If you choose to keep hold of it and invest it for the benefit of your chosen causes, how do you go about that?  What are the risks, responsibilities and tax implications of the various options available to you? You realise that this is likely to take careful planning and guidance if you are to do it right.

Or it could be that it’s not your money you’re concerned about at all.  You might be the trustee of a charity that’s decided it should be investing it’s money ethically to match the mission of the charity itself.

If you relate to any of these goals or concerns please do talk to us.  And if you are looking for advice both for yourself and for a charitable cause that’s no problem.  We would treat both ‘clients’ as separate entities, but to make things practical and efficient for you we would usually hold concurrent meetings, covering your own affairs before moving on to the charity’s affairs with you representing them.

If you (or a fellow trustee attending a charity investment meeting) happens to be deaf, turn to our page setting out how we help deaf clients.

And finally, you might want to check out the Good Green Foundation CIC.  One of the reasons we’ve set this up is to enable the right type of client to gift some of their money to something that they can rest assured is doing good things, as well as get involved with if they’d like to do that.