Your Legacy, Planned with Purpose

We help South African families shape meaningful giving, protect what matters, and build a philanthropic vision that lasts beyond a lifetime.

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Our Service Packages

Choose the level of guidance that fits your planning needs.

Ready to shape your legacy?

One conversation can bring clarity to your estate plan, philanthropic vision, or family gifting strategy.

Book a consultation

Choose your approach to legacy planning

Each option reflects a different starting point. Pick the one that matches where you are today.

Starter Service Kit

A structured entry point for individuals who want a clear, documented plan without complexity.

  • Personal legacy questionnaire and goal mapping
  • Draft will structure with testamentary trust options
  • One review session with a legacy advisor

Guided Setup Option

For families who need hands-on guidance through the legal and relational aspects of estate planning.

  • Three facilitated family sessions to align intentions
  • Custom trust deed drafting and trustee briefing
  • Philanthropic mission statement and giving framework

Ongoing Support Package

A long-term relationship for those who want their legacy plan reviewed and adapted over time.

  • Annual legacy plan audit and update cycle
  • Priority access to philanthropic advisory sessions
  • Direct line to your dedicated legacy consultant

Frequently Asked Questions

Straightforward answers about legacy planning, philanthropy, and gifting in South Africa.

What is legacy planning and why does it matter?

Legacy planning goes beyond a basic will. It covers how your assets, values, and stories are passed on. For South African families, this often means considering customary law, multiple marriages, and cross-border assets. A good plan ensures your wishes are honoured and your loved ones are protected.

How do philanthropic trusts work in South Africa?

A philanthropic trust lets you set aside money or assets for a charitable purpose, like education or conservation. The trust is managed by trustees who follow your founding document. There are tax benefits under Section 18A of the Income Tax Act, and you can choose to fund it during your lifetime or through your estate.

What is meaningful gifting and how is it different from inheritance?

Meaningful gifting focuses on the emotional and generational impact of what you give, not just its monetary value. It could be a family heirloom with a written story, funding a grandchild's education, or a gift made during your lifetime so you can see the joy it brings. Inheritance usually happens after death; gifting can happen anytime.

Do I need a lawyer to set up a legacy plan?

While you can draft a basic will yourself, a comprehensive legacy plan usually benefits from professional advice. A lawyer or fiduciary specialist can help with trusts, tax implications, and ensuring your plan is valid under South African law. Our advisory service can guide you on what level of support you need.

How do I start the process with MyGiftTo?

We begin with a no-obligation conversation about your goals, family situation, and what matters most to you. From there, we recommend a tailored approach—whether that's a full legacy plan, a philanthropic trust, or a gifting strategy. You can reach us at info@mygiftto.com or call 054-063-7378 to schedule a chat.

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