Philanthropy

We understand that part of living a fulfilled life may involve assisting those around you by way of charitable endeavours. This can take many forms, from volunteering your time through to gifting large sums of money.

While we won’t get too involved in how you spend your leisure time, we can help when it comes to financial aspects of charity.

There are two main ways we can assist:

  • Personal Giving: This may involve finding room in your budget to make regular charitable donations or a program of structured giving to a key charity or public foundation.

  • Private Foundations: For those with the means and desire, establishing a private foundation can be an incredibly rewarding way of pursuing philanthropy, creating a multi-generational engagement tool and leaving a lasting legacy.

We will work with a qualified tax adviser to ensure the tax implications of any charitable activities are properly considered.

Philanthropy is a subject very dear to our hearts at Strategy First and we take pleasure in being active participants in Our community.

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Dream Plan Achieve

At Strategy First our mission is to encourage you to dream a little to set your financial goals, and help you develop a structured plan around smart financial decisions to achieve your aspirations.