Morag Gillespie

Spear’s Review

Morag Gillespie heads up Stewardship’s philanthropy fund offering, which provides a bespoke service for individuals who are looking to establish a charitable fund with £500,000 or more.

While some of her clients have already set up a charitable trust and want to simplify towards a donor-advised fund structure, others are just beginning their conversations about philanthropy and impact. ‘There are some families where their circumstances are particularly bespoke or complex; that frequently correlates with the size of their wealth, but not always. That’s the space we sit in,’ Gillespie tells Spear’s. 

Gillespie’s team – lawyers, financing specialists and many other experts – helps clients to build a robust giving strategy that fulfils their personal motivations, but which also benefits charities. ‘We want to see every single act of generosity stewarded to its fullest potential, and so that means for the giver that their generosity becomes joyful, becomes meaningful and becomes transformational,’ Gillespie says.

Adviser Profile

Morag is Stewardship’s Head of Philanthropy, offering highly bespoke service to those establishing a charitable fund of £500,000+. In 2024, Morag oversaw more than £25m in grants and loans to charities and grew client numbers by 23%. Unique to Stewardship’s offering is the Donor Advisory Board, which involves friends, family and advisers in a wraparound philanthropy service, without the burden of trusteeship. Her team won ‘Best Philanthropy Initiative or Offering’ in the Wealth For Good Awards 2023. 

Morag joined Stewardship in 2023 with a background in private family philanthropy advice and charity consultancy. She is a member of Philanthropy Impact and holds a certificate in the Psychology of Philanthropy.