Social Investors have a desire and increased capacity to give more and wish to do so either by giving major gifts or developing a planned giving strategy over a period of time.
 
Social Investors can be large donors already and now wish to explore a planned giving approach, moving away from yearly "charitable cheque-writing".
 
They have a desire to commit to philanthropy as a critical element in one's life, engaging more meaningfully in issues and civic life through an increased commitment to giving and social change.
 
They also may wish to engage children and grandchildren in social issues and shared values.
 
Are you ready?
 
You may have a one-off, large tax liability in this financial year due to an event such as a company sale, assets sale, receiving an inheritance, company growth and resulting dividends, changes in personal circumstances that require an asset or shares sell off.
 
Or you may have a large, ongoing tax liability in this financial year and for the foreseeable 2 - 5 years as a result of receiving an inheritance, a company sale, increasing company assets or accumulated wealth.
 
The Social Investment Guide helps you get started with transformational giving.
 
 
 
--  Making Change
 
--  How to Invest