Professional Advisors
Do you have clients who want to donate to local charities or set-up a charitable trust?
We work with professional advisors to help you meet your clients’ charitable needs and exceed their expectations. We add our expertise to yours to offer a professional service that helps you provide added value to your clients as well as having direct benefits for you and your business.
We work with professional advisors to help you meet your clients’ charitable needs and exceed their expectations. We add our expertise to yours to offer a professional service that helps you provide added value to your clients as well as having direct benefits for you and your business.
We provide tailored services for private clients who are interested in: making a charitable donation; setting up a named endowment or flow-through fund; transferring an existing charitable trust; leaving a legacy in their will; or giving stocks, shares, land or property. Similar services can be offered to corporate clients who have an interest in supporting their local community and putting their Corporate Social Responsibility policy into practice.
Please download our Professional Advisors Leaflet which contains information on -
The benefits to your client (e.g. we carry the legal and financial responsibility)
The benefits to you (e.g. carrying out research that would be time consuming for you)
How you can become involved with the Community Foundation
Or contact us to talk through any queries you may have.