You Give We Give: the smart investment that benefits you and Willow

Willow is delighted to announce a new partnership with the online investment platform Greenfinch! 

Read on to find out how you can help give Special Days to young adults living with life-threatening conditions, using this innovative and ethical fundraising method...

If you’re one of our supporters, you know that your contributions give Special Days to young adults living with life-threatening conditions such as cancer, motor neurone disease, cystic fibrosis, muscular dystrophy and Huntington’s disease. What you may not know is that your savings and investments can have additional benefits for Willow – without it costing you a penny. Watch our video below.

 

Become an ethical investor

Most people want to share good fortune and contribute towards making a meaningful difference to society. Research shows that 62% of UK investors (people like you or me with money in ISAs, pensions and other wealth management schemes) want to support companies that make a positive contribution to society and the environment.

This is the premise behind the ‘You Give We Give’ (YGWG) donation scheme, which enables you to donate a percentage of your annual investment profits to your charity of choice. With YGWG, you can use wealth management as a modern way of raising money for charity.

You do this via a non-advised investment platform called Greenfinch. It couldn’t be easier - you simply go to the website, check out the portfolios (there’s an ethical range and a mainstream range labelled cautious, balanced, growth and adventurous), and look at what they’ve returned over the last five years.

Willow has partnered with Greenfinch to enable its members to invest in a range of ethical and mainstream wealth management products and donate to our charity in the process.

TAM Asset Management, an FCA regulated investment management company based in London and the company behind Greenfinch, manages your portfolio. As an investor you can choose to donate up to 20% of your annual profit– which is then matched with an equal percentage from TAM’s annual fee for managing your portfolio.

Willow, Greenfinch – and you

This new method of raising much-needed funds enables you to increase your donation without sacrificing any of your available resources. There are lots of ways charities fundraise, and this is an innovative new way to support a cause close to your heart. Here’s a fictitious example of how Greenfinch can work for Willow:

On 1 January, Mrs Brown’s portfolio was valued at £200,000. By 31 December, the portfolio value increased to £210,000 – an increase of five percent. Happy New Year indeed!*

But it’s not just good news for Mrs Brown. Being an existing Willow supporter, she chose to donate ten percent of her net gain to the charity. That means that £1,000 goes to Willow – along with ten percent of TAM’s annual fee.

Mrs Brown can change her charity of choice and increase or decrease her donation percentage at any time. This gives her maximum control over her giving, while making it easy for her to remain hands-off if she so chooses.

TAM provides Mrs Brown with a letter each year to outline clearly the calculation, the payment and confirmation of her donation. If she has opted to provide her details, Willow will receive confirmation of her name, address and appropriate information to allow us to claim Gift Aid.

Socially responsible investment

As a socially responsible investor, this approach enables you to make a social impact with your donations. It’s a sustainable source of income from a socially responsible source of investment. What’s more, it supports Willow in our work to give young adults the chance to fulfil a dream.

If you’d like to hear more about how Greenfinch can benefit you and the Willow Foundation, please give us a shout or check out our FAQs page.

 

*Past performance is not a guide to future returns and investors may get back less than their original investment.

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