The unique initiative allows investors to donate a % of their annual portfolio gain to a charity of their choice, with increased donations from TAM. You Give We Give is the innovation of TAM Asset Management Ltd (TAM) - an award-winning discretionary investment manager who can trace their company roots back to the 1930's. TAM's experienced team of investment professionals believe that all investor
s should have easy access to actively managed, diversified and transparent investment portfolios, regardless of their level of wealth. You Give We Give enables investors to donate a percentage of the annual profit from their investments to a chosen charity. What’s more, TAM will also donate an equal percentage from their total annual fees to that charity. We work with a wide variety of charities across the UK benefiting from the scheme and together, we are continuously thinking of fresh and exciting ways to raise the profile of the initiative, engage supporters and raise vital funds for inspiring causes. 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
TAM will donate the same percentage from their total annual fees
TO A CHARITY OF THEIR CHOICE
The investor’s chosen charity will receive:
Their Donation
TAM’s Donation
PLUS even more through HMRC Gift Aid**
THE BENEFITS
CHOICE
Investors can choose any registered charity to receive a donation. PARTNERSHIP
Increased donations through shared support from TAM. GIFT AID
The charity can benefit, where appropriate, from HMRC Gift Aid to increase that donation. FLEXIBLE
At any time, clients can change their charity of choice, the percentage they give or opt out completely.
* 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.
