Lessons in Legacy, Chapter One: The Legacy landscape - Flipbook - Page 24
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any respondents confirmed that
interest in setting up philanthropic
vehicles was on the rise but that
no single structure had emerged as the
preferred solution across the UNHW and HNW
communities.
There was also wide divergence across the advisory
community with regards to the proportion of clients
who have established their own philanthropic
vehicles. Responses ranged from as low as 2% of
clients to as high as 80%.
Interestingly many respondents pointed to an
increasing interest in and use of Donor Advised
Funds, as an approach which can appeal to families,
allowing as it does for anonymity, as well as reduced
costs and administration.
TWO THIRDS OF
RESPONDENTS
SPECIFIED THAT
AROUND A
THIRD OF THEIR
CLIENTS WERE
CONCERNED
WITH ESG
WHEN IT COMES
TO FUTURE
PLANNING.
SURVEY FINDINGS
Use of philanthropic vehicles:
increasingly widespread but
still not a ‘must have’.
BOODLE HATFIELD