Gifting and Philanthropy

Helping family and friends is not just about money, it is often about values and instilling a sense of purpose, and that can mean needing to answer some difficult questions.

At Bordier Wealth Planning, we are here to guide you through this and work with other professionals to achieve the right outcomes.

Gifting can be done in a variety of ways, but there are basic allowances that can be used, with any excess needs met through outright gifts and, where appropriate, potential use of insurance products, borrowing or trusts.

Charitable giving is an area where you can express your support for causes that mean the world to you.

Where you plan to make consistent and sizable gifts over time, want to involve the wider family, or have a fund that lives on after your death, you may want to consider a Donor Advised Foundation (‘DAF’).

A DAF is a vehicle that allows you to make a contribution, receive tax relief and then invest the capital, as well as make regular payments, give away income or donate lump sums.

DAFs are a simple and easy way to establish a charitable foundation, without needing to set your own private, bespoke foundation.

Taking charitable giving to the next level requires significant time and resources to make a difference, but means you can make your giving more strategic and focused on outcomes.

Whatever your passion, we can help you set up the right vehicle, invest your donations wisely for the long term, and ensure you work with the right partners for maximum impact.

The Bordier family have been committed to helping the next generation with access to education around the world:

• The Andre Bordier Trust, which helps low-income families with access to basic and primary education in Zambia.
• L’Institut Robin des Bois (The Robin Hood Institute), which helps with education, health, and support for entrepreneurial activities.