Charitable Giving

What is You Give We Give?

What is You Give We Give?

You Give We Give (YGWG) is a unique initiative that provides clients with a proven alternative to raising funds for their favourite cause. By donating up to 20% of their annual portfolio gain to a charity of their choice, and TAM will match that donation with an equal percentage from our annual fee. Financial advisers can also support their clients' chosen charities by donating an equal percentage of their annual adviser fee.

How does it help?

Over £200,000 has been donated to a wide variety of charities with the outstanding work that they do for their beneficiaries. A huge, heartfelt thank you goes out to all of the clients and advisers that have helped make that possible.

How does it help?
 How does it work?

How does it work?

The client decides what percentage of their annual portfolio gain to donate to charity when opening their account.
TAM will donate the same percentage from our annual fee, and the client's financial adviser may also choose to donate an equal percentage from their annual fee.
The client's chosen charity will receive their donation and TAM's donation, plus possibly more from their financial adviser or other tax incentives.
If in any year clients do not make a profit, they will not make a donation. However, TAM will still donate to their chosen charities, and the clients' financial advisers can choose to do so too, providing the charities with a long-term sustainable income stream.

What are the benefits?

The client can choose any registered charity to receive a donation.
A clear and convenient application and donation process.
Increased donations through shared support from TAM and possibly more from the client's financial adviser.
At any time, the client can change their charity of choice, the percentage they give or opt out completely.
The client will receive a letter each year outlining the donation and confirming the payment to their chosen charity.

 What are the benefits?

Who has been supported?

So far, our UK Investment Partner, has made donations to over 30 charities through the You Give, We Give initiative.  From smaller charities such as 500 miles, Cairngorm Mountain Rescue and Ferne Animal Sanctuary, to larger charities such as Alzheimer's Research UK, Prostate Cancer UK and Yorkshire Air Ambulance, and to international charities such as the International Fund for Animal Welfare (IFAW) and the United Nations High Commissioner for Refugees (UNHCR).

If clients would like to participate in YGWG but do not have a favourite charity in mind, they may wish to consider one of the charities below. Just click on their logos to find out about who they are and the incredible work that they do.