'You Give, We Give' and Greenfinch

You Give We Give

A Proven Pioneering Alternative To Traditional Fundraising

You Give We Give and Greenfinch are TAM Asset Management innovations. You Give We Give is a unique initiative enabling investors to donate a percentage of the annual profit from their TAM investment portfolio to a chosen charity but what’s more, we will boost that donation with an equal percentage from our total annual fees.

We believe that everybody should have easy access to professional investment management, regardless of their level of wealth and so earlier this year we launched Greenfinch - an online solution giving investors direct access to a range of our investment portfolios, and the opportunity to participate in You Give We Give, all at the click of a button.

How It Works

YOU GIVE

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

WE GIVE

We will donate the same percentage from our total annual fees.

TO A CHARITY OF CHOICE

The investor’s chosen charity will receive: Their Donation, our donation and even more through HMRC Gift Aid.**

We will provide the client with a letter each year clearly outlining the calculation and confirming the donation has been made to their chosen charity. Where the client has opted to provide their details, the chosen charity will receive the appropriate information in relation to potential Gift Aid reclaim.

*Maximum of 20% ** The eligibility of the client's nominated charity to apply for Gift Aid and the amount they will receive, will vary on a case by case basis.

The Benefits

CHOICE

Investors can choose any registered charity to receive a donation.

PARTNERSHIP

Increased donations through shared responsibility with TAM.

GIFT AID

The charity can benefit, where appropriate, from HMRC Gift Aid to increase that donation.

SIMPLE

Clear and convenient donation process.

FLEXIBLE

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

Case Study

Mrs. Johnson chooses to give 10% of her gain to a local charity:
Portfolio value 1st January £100,000
Net Portfolio Value 31st December £105,000
Annual Gain (Net) £5,000 (or 5%)*
“You Give, We Give” 10% of gain:
Charitable donation £500 **
TAM will also send an additional 10% of their total fees to Mrs. Johnson’s chosen charity.

* Illustration only, past performance is not a guide for future returns. ** Higher rate tax payers may be eligible to reclaim tax against this.

Additional Ways To Give


 
It is completely free to open a Greenfinch investment account. Instead of an upfront fee, we give investors the option to donate 0.5% of their initial investment to a charity of their choice during the account opening process. This will be paid directly to the beneficary as soon as the client funds their account, and if they have completed our HMRC Gift Aid form, this donation will be increased by a further 25%.

What We've Raised So Far:

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What Charities Say



  • I would like to thank you for your recent donation to Prostate Cancer UK. Your generousness gift will help us tame prostate cancer in the next 10 years. We work with business large and small and are delighted that you are a part of this movement committed to men and their families.

    Angela Culhane, Prostate Cancer UK
  • On behalf of the patients, families and staff at Sheffield Children's Hospital - thank you for your kind donation recently received by The Children's Hospital Charity from your You Give We Give charity scheme. Thanks to valued supporters like you, we can keep Sheffield's Children's Hospital at the forefront of paediatric care. Thank you for doing something amazing and helping us to make a brighter future for our children.

    David Vernon Edwards, Sheffield Children's Hospital Charity
  • On behalf of everyone at the Yorkshire Air Ambulance (YAA} charity I would like to thank you for your generous donation from your 'You Give, We Give' charitable giving scheme. Every donation we receive will help us to carry on flying and saving lives across the region seven days a week, 365 days a year and we are extremely grateful for your support. Thank you for thinking of The Yorkshire Air Ambulance and supporting our work.

    Maris McParland, Yorkshire Air Ambulance Charity
  • I am writing to thank you for the generous donations in support of UNHCR's work providing emergency shelter, relief and protection to refugees around the world this winter from yourselves and your client. This donation will be immediately put to use to help the most vulnerable people who have been forcibly displaced. Without the generosity of donors such as you UNHCR simply would not be able to carry out this type of essential work.

    Meg Drewett, UNHCR
  • We would like to take this opportunity to thank you for your generous donation. Every penny we receive is crucial to our lifesaving work, and without supporters like you, we simply couldn't continue.

    Paul Bossier, Royal National Lifeboat Institution
  • Thank you for the donations sent to support the work of Medecins Sans Frontieres (MSF). We are extremely grateful to your client for choosing to donate a percentage of his annual portfolio to MSF. Thank you for your kind support. Support such as this ensures that MSF can negotiate checkpoints and borders, to reach those most forgotten and at risk.

    Sophie Price, MSF UK
  • When I first heard about YGWG, I was looking for the catch - but there isn't one; donations are only made from net profits and investors can chose their own preferred charity.

    Olivia Giles, Founder of 500miles
  • When I first heard about YGWG, I was looking for the catch - but there isn't one; donations are only made from net profits and investors can chose their own preferred charity.

    Olivia Giles, 500miles
  • You contacted us recently to inform us that one of your client’s has chosen to participate in your 'You Give We Give' charitable giving scheme and that she has designated The Donkey Sanctuary as her chosen charity to receive a percentage of her annual portfolio gain. Please accept our very grateful thanks for this generous donation. We are proud that since we began our work 50 years ago: 18,000 donkeys and mules in Europe have been given a home for life. We reach 1 million donkeys every year in our five largest project countries of Egypt, Ethiopia, India, Kenya and Mexico alone - while globally we operate in 30 project countries worldwide. Of course none of this work would be possible without our fabulous supporters. Please accept our very grateful thanks again.

    Jane Fawell, The Donkey Sanctuary
  • I just wanted to say thank you so much for this donation through the YGWG scheme, which has been received and processed, we are extremely grateful for this generous contribution.

    Sally Cooper, International Fund for Animal Welfare
  • Thank you for informing us that your client has selected to participate in your company's 'You Give, We Give' charitable giving scheme and that he has chosen Ferne Animal Sanctuary as his charity to benefit. We acknowledge receipt of two cheques and your client’s completed Gift Aid form for which we are most grateful. We are very grateful to you and your client for supporting the Sanctuary in this way and we assure you that we will put the money to good use looking after the animals entrusted to our care. Your generosity is greatly appreciated.

    Jenny Wheadon, Ferne Animal Sanctuary

A Sustainable Income From Socially Responsible Investments


If you are seeking new ways to innovate the relationship with your supporters and their journey with your charity, and believe You Give We Give is the solution you've been looking for, then get in touch today. We’d love to work with you on raising the profile of the initiative and engaging supporters to raise vital funds for your cause.

 

E: hello@yougivewegive.com

T: +44(0)207 549 7650

 

Download Our Greenfinch Charity Brochure Below

 

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