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30th January 2014

Invest in us and make a difference

Here’s a new way you can choose to support us. We have been selected to join the list of recommended charities by TAM Asset Management, Investment Managers, as part of their new “You give, We give” scheme.

This scheme offers investors who are part of TAM’s ethical portfolio the opportunity to make a positive impact on society by opting to donate a percentage of their annual investment gain to charity.

It works like this: As an investor you decide to give a proportion of your annual portfolio gain to donate when you open your account. TAM will then match it by donating the same proportion from their management fees.

It’s a very simple scheme, about which Lester Patch, CEO of TAM Ethical, says “Many of our investors wish to do more than simply ensure their portfolio is managed on a socially responsible basis by supporting a charity of their choice. 

“We believe the “YOU GIVE, WE GIVE” scheme allows them to do so and we are delighted to partner with our clients in supporting a cause which matters to them.”

The benefits include:

  • Choice You can choose us as the charity to receive your donation.
  • Partnership Increased donations through shared responsibility with TAM
  • Gift Aid We can benefit, where appropriate, from HMRC Gift Aid to increase that donation.
  • Simple Clear and convenient donation process.
  • Tax relief: Depending on your personal circumstances you may be able to claim tax relief on your charitable giving.
  • Flexibility: You can readily change the percentage you give

If you wish to find out more about the scheme you can do so here

If you would like to find out how to access the scheme and whether it would be suitable for you, National Independent Financial Advisers, Alexander House have agreed to offer support and guidance by calling 0800 316 1811 or 0207 022 0886.

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