Supporting Charities
Our Mission
At Brown Shipley we have a long history of looking after portfolios for charities. We also recognise that every charity is unique. Our environmental, social and governance (ESG) solutions can help you meet your objectives in a responsible investment manner. This is as important to us as it is to our clients and the generations that follow.
Our Offering
Tailor-made Investment Solutions
Flexible Lending
Outstanding Service
Experienced Team
Accessibility
Philanthropy
Giving with intention, guided by purpose
For families of significant means, philanthropy is rarely a single act. It is a practice that can shape values across generations, clarify the purpose behind a fortune, and contribute to change that outlasts the individuals who began it. Brown Shipley can support you in giving with intention, not just frequency.
What is philanthropy
Philanthropy is the planned, often strategic, use of private resources that . It includes money, time, expertise and influence directed towards causes and challenges that matter to you. Where charitable giving might respond to an immediate need, philanthropy takes a longer view. It asks not only “how can I help today”, but “what change do I want to see, and how might I build towards it.”
For high-net-worth individuals and families, philanthropy offers a way to express what a family stands for and to pass those convictions across generations.
It can include structured approaches such as private foundations, donor-advised funds and charitable trusts, as well as direct giving, impact investing and hands-on involvement with causes. When approached thoughtfully, it can be considered alongside other elements of a broader wealth strategy.
The three Ts of philanthropy
Every philanthropic effort draws on a combination of three resources. Understanding which you have and which you wish to contribute can help shape a giving strategy that feels personal, authentic and sustainable.
Time
Talent
Treasure
How philanthropy supports high-net-worth individuals and families
A thoughtfully designed philanthropic strategy does more than direct resources towards good causes. It can become a meaningful way to support the transfer of wealth, values and family cohesion across generations.
I. Tax-efficient wealth structuring
Charitable trusts, private foundations and donor-advised funds may help reduce estate and capital gains tax exposure while directing assets towards causes you care about. This can help integrate giving into your broader wealth plan.
II. A framework for family governance
A shared foundation or giving vehicle gives provides multiple generations a reason to come together, discuss priorities and make decisions collectively. This may help build governance habits that may carry over into the family’s broader financial affairs.
III. Transmission of values across generations
Philanthropy can give children and grandchildren a hands-on way to engage with the family’s wealth and the responsibilities that come with it, often before they inherit it directly.
IV. Purpose, identity and legacy
For many families, charitable work can become part of their identity. It reflects their values and may become one of the most enduring expressions of the wealth they have built.
“Wealth, properly directed, is not only a measure of success, it is an instrument of purpose.”
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To receive advice and to become a client of Brown Shipley, you must have a minimum of £1m of investable assets.
The services described above can involve placing your capital at risk. The value of investments and any income from them may fluctuate and is not guaranteed. Investors may not get back the amount originally invested. References to taxation referred to on this site are those available under current legislation, which may change, and their availability and value depend on individual circumstances. Brown Shipley does not provide tax advice and clients should consider taking professional tax advice before any investment is made. Lending subject to status