Charitable Giving

What is You Give We Give?

You Give We Give (YGWG) is a unique initiative offered exclusively to TAM clients that provides them with a proven alternative to raising funds for their favourite cause. General Investment Account (GIA) and Individual Savings Account (ISA) clients have the opportunity to donate 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?

We have raised over £200,000 to support 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 work?

YOU GIVE

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

WE GIVE

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.

TO CHARITY

The client's chosen charity will receive their donation and TAM's donation, plus possibly more from their 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 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?

CHOICE

The client 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 possibly more from the client's financial adviser.

GIFT AID

If the client is happy for their details to be provided, Gift Aid registered charities can increase their donation by 25%.

FLEXIBILITY

At any time, the client can change their charity of choice, the percentage they give or opt out completely.

TRANSPARENCY

The client will receive a letter each year outlining the donation and confirming the payment to their chosen charity.

Charities we've supported

So far we have donated to over 30 charities of a wide variety. 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.

Getting involved

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 Infographic

Client Application Form