As you know, 2019 was an exceptionally good year for TAM's investment performance, with some portfolios returning over 21% for the year. As such, we are delighted to have generated significant donations for our You Give We Give (YGWG) clients and their nominated charities.
Donations generated in 2019 totalled just under £55,000 which is almost equal to all previous years' donations combined, bringing the grand total to just over £110,000 donated to a wide variety of charities to date. A special thank you goes out to all the financial advisers that participate in the scheme alongside their clients and TAM.
The YGWG scheme provides investors with the opportunity to donate up to 20% of their annual portfolio profits to a charity entirely of their choice, and TAM will add to that donation with an equal percentage from our total annual fees. Financial advisers can also participate alongside their client and TAM, by donating an equal percentage from their ongoing management fee.
How It Works
The client decides what percentage of their annual portfolio gain to donate to charity when opening their account.
TAM will donate an equal percentage from our total annual fees.
TO A CHARITY OF CHOICE
The client's chosen charity will receive their donation, TAM's donation and even more from HMRC Gift Aid.
Clients can choose any UK registered charity to receive a donation.
A clear and convenient application and donation process.
Increased donations through shared support from TAM.
Gift Aid registered charities can increase client donations by 25% so long as the client is happy for us to provide the charity with their details.
At any time, clients can change their charity of choice, the percentage they give or opt out completely.
We will write to clients each year outlining the calculation and confirming that the donation has been made to their chosen charity.
If your clients do not already participate in the scheme but would like to give to their favourite cause in this innovative and effortless way, simply download the straightforward application form below and email to Stephanie Barkway at firstname.lastname@example.org.
YGWG Application Forms