Fundraising, Trading and Legacies

Our innovative practice has extensive experience offering practical advice on fundraising including commercial partnerships, both national and international.

Our knowledgeable and approachable team can help to mitigate risk and achieve your fundraising goals.

Trading, campaigns and events

Our expertise includes advising and negotiating in the following areas:

  • Constitutional powers and charity law restrictions on trading
  • Challenge events and event agreements
  • Charitable trading activities, including joint ventures with commercial partners
  • Direct mail campaigning
  • Establishing trading subsidiaries for taxable trading activities
  • Exploitation of intellectual property and cause-related marketing
  • Information technology and data protection matters
  • Lotteries, prize competitions, street collections and online fundraising
  • Sponsorship, commercial participation, and professional fundraising agreements
  • Structuring corporate and individual philanthropic activities
  • Tax and VAT implications of fundraising

Grants and donor development

We can advise on:

  • Applications for lottery and grant funding
  • Contracts for local authority and central government funding
  • Developing donor relationships
  • Grant funding arrangements
  • Social investment and impact reporting


We also advise charities on legacy fundraising and legacy disputes, including:

  • Legacy literature and campaigns
  • Maximising gift aid payments
  • Philanthropic activities, including UK and overseas giving and fundraising
  • Tax efficient giving