Innovation in Charitable Giving
Launched in 2013, our 'You Give, We Give' donation scheme is a pioneering initiative providing investors with a unique alternative to raising funds for their favourite cause.
The scheme provides your GIA and ISA clients with the opportunity to donate a percentage of the annual proﬁt from their investments, to a charity of their choice. What’s more, we will also donate an equal percentage from our total annual fees.
You too can support your client's chosen charity, by donating an equal percentage of your total ongoing adviser fee at year end. Simply tick the relevant box in the account opening form. We take care of everything, so you and your client don't have to.
The investor decides what percentage of their annual portfolio gain to donate to charity when opening their account1
TAM will donate an equal percentage from our total annual fee
TO A CHARITY OF CHOICE
The investor's chosen charity will receive their donation, our donation, plus even more through HMRC Gift Aid2
Our Charity Partners
If your client would like to participate in You Give We Give but does not have a favourite charity in mind, we offer the selection of one of our TAM charity partners.
We work with a wide variety of charities across the UK and together, we are continuously thinking of fresh and exciting ways to engage new supporters and raise vital funds to enable them to continue the incredible work that they do.
Just click on the logos below to find out more about the charities we support and their inspiring causes.
1Maximum of 20%. 2The eligibility of the the client's nominated charity to apply for Gift Aid and the amount they receive will vary on a case by case basis.