Philanthropic Giving

More and more wealthy individuals are becoming involved in philanthropy, but many simply don't know where to start.  The term philanthropy is used to capture the range of ways in which people can express a sense of social responsibility. This includes giving time and advice as well as money.  It also includes ways to combine social and financial returns, such as through micro-finance and mission-connected investment.


We provide strategic advice to ensure that your giving is as effective as possible.  Whether you wish to make a one-off gift, or develop a long-term giving plan, we are able to assist you in designing and developing the most appropriate funding program.

Shipman Financial Planning Ltd is Authorised and Regulated by the Financial Conduct Authority.  

Reg. No. 06984287 (England & Wales) Registered Office: First Floor, Blackdown House, Blackbrook Business Park, Taunton, TA1 2PX