Castlefield published an Adviser Insights video discussing charitable giving and philanthropy, offering a three-point framework for charitable causes.

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A common interest of most Castlefield clients is using their money to do good. For many, this includes giving money to #charity. In this Adviser Insights video, Castlefi…

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About Castlefield

We're Castlefield - an award-winning, employee-owned investment management and financial planning group, recognised for being at the forefront of ethical investing since 2002. Castlefield adopts a progressive approach to looking after money, in turn reflecting the individual objectives and values of all kinds of clients - from investors in the investment funds we manage, to private individuals and their personal pensions, to the not-for-profit organisations they establish and help to run. What sets us apart is that we work closely with clients to help them to understand and define what careful and ethical investment means to them. We then interpret the results in practical ways which never ignore the need for real-world financial outcomes. That’s why we’re known as ‘the Thoughtful Investor’®

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