You Give We Give

An effortless way to boost donations to your favourite cause

You Give We Give is a unique initiative that provides TAM General Investment Account (GIA) and Individual Savings Account (ISA) clients with the opportunity to donate up to 20% of their annual portfolio gain to a charity entirely of their choice. TAM will boost that donation with an equal percentage of our management fee, and financial advisers are invited to boost the donation even further with an equal percentage of their ongoing fee.

How it works

YOU GIVE
The client decides what percentage of their annual portfolio gain to donate to their chosen charity when opening their account.

WE GIVE
TAM will donate the same percentage from our management fee, and the financial adviser is invited to donate the same percentage from their ongoing fee.

TO CHARITY
The charity will receive the client's donation and TAM's donation, and potentially more from the financial adviser and HMRC Gift Aid.

If in any year clients do not make a profit, they will not make a donation. However, TAM will still donate from our fees, and financial advisers are invited to do so too, which provides the charities with a long-term income stream.

Features & benefits

CHOICE
Clients can choose any UK registered charity to receive a donation.

SIMPLICITY
A clear and convenient application and donation process.

PARTNERSHIP
Increased donations through shared support from TAM and financial advisers.

GIFT AID
If clients are happy for their details to be provided, Gift Aid registered charities can increase their donations by 25%.

FLEXIBILITY
At any time, clients can change their nominated charity, the percentage they give or opt out completely.

TRANSPARENCY
Clients will receive a letter each year with a full breakdown of the donation, and a confirmation of the payment to their nominated charity.

Our charity connections

If clients would like to participate in You Give We Give but do not have a favourite charity in mind, they may wish to consider one of the charities that TAM has worked with. We have supported a wide range of causes, each of them working relentlessly to help their beneficaries. Just click on the logos below to learn about each charity and the incredible work that they do.

How to participate

Just like our Client Carbon Footprint Commitment, it's really simple to join our You Give We Give initiative. Clients wishing to participate just need to complete the short application form below and we will take care of the rest.

Downloads

You Give We Give

Application Form