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St James’s Place and CAF launch joint philanthropy service

St James’s Place and CAF launch joint philanthropy service

News (UK)

St. James’s Place, the wealth management group, is launching a new philanthropy service in collaboration with the Charities Aid Foundation to help clients with their charitable donations.

The service will highlight the benefits of giving.  St James’s Place believes many of its 300,000 clients want to make charitable gifts each year, but do not, for a variety of reasons.

“As part of our holistic approach to financial planning, we want to help clients so they can give easily when they want and to whom they want, while ensuring they receive the best philanthropic advice,” said Alexandra Loydon, head of private client services at St James’s Place. The new arrangement will enable clients to choose their beneficiaries and make donations in a simple and discreet manner, supported by the advice of their St James’s Place partner.

As well as helping clients to become more philanthropic, last year St James’s Place also contributed £4m to its own charitable foundation.

Learn more about St. James's Place.

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