Our Services
Private Giving Funds Setup, Compliance, Management & More
We simplify the complexities of giving, enabling you to maximise the impact of your charitable efforts. With The Giving Advisory, you’re not just investing resources; you’re investing in a future of meaningful change.
We manage the operational complexities of setting up a Private Ancillary Fund (Giving Fund), enabling you to focus on what truly matters: your impact.
Our comprehensive services include:
Our Process
How we work with you
Initial Meeting
We will discuss your giving vision and requirements and get an overview of our services and fee structure.
Setup
Following your approval, we’ll implement your Giving Fund’s structure, investment strategy, and giving policy, quickly getting your fund operational.
Implementation
We create the required documentation, establish necessary accounts, and set governance policies and assist you with making your first contribution to the Giving Funds.
Ongoing Management
We handle all compliance and management aspects of your Giving Funds, keeping you informed and engaged.
GIVING
Enjoy the rewards of your generosity with the peace of mind that your investments and compliance are expertly managed.