Philanthropy

Our specialist charity and not-for-profit lawyers will work closely with you to achieve your philanthropic goals. Taking a collaborative approach, we work to find the right charities or projects to support your goals. We help you to understand the legal and financial implications of your gift and ensure donations are structured in the most tax efficient manner.

The team advises over 700 charities and third sector organisations on charity law matters and governance, as well as helping our clients make an impact on the causes close to their heart. We can help you to achieve your goals, whether supporting existing charities, setting up a charity or creating bespoke donation agreements, our knowledgeable team can help you realise your ambition to make a difference.

We combine legal and commercial expertise with a deep understanding of the charity sector to advise on appropriate corporate governance structures and policies, as well as reviewing and updating existing policies. We also frequently advise on conflicts of interest, board appointment procedures and obtaining Charity Commission consent to any regulated amendments to governing documents.

We can help you with:

  • Charitable foundations and philanthropic structures
  • Governance arrangements
  • Charitable legacies
  • Contentious probate matters
  • Tax planning through Companies and Trusts
  • Tax efficient funding arrangements

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What clients say

"The team’s biggest strengths has to be its professionalism, knowledge and communication skills. I’ve dealt with the team for a considerable number of years now and have never found them anything less than perfect to deal with."

Personal Tax, Trusts & Probate, Wales, Legal 500 2022

"Very competent to deal with complex matters in a clear and concise manner."

Chambers Private Wealth Law Wales 2022

"They are a very professional and friendly, they speak in a language clients can understand."

Chambers Private Wealth Law Wales 2022

"Key strengths are: excellent client care, attention to details, empathy and professionalism "

Personal Tax, Trusts & Probate, Nottingham & Derby, Legal 500 2022

"Making sure financial planners and other professionals work together for the client is key, and learning from other professionals is what makes Geldards such a great firm to work with."

Chambers Private Wealth Law Nottingham & Surrounds 2022

"Geldards private client team are the best advisors on domestic and cross-border inheritance and tax matters I have seen outside London."

Legal 500 2021

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