Expert philanthropy advice

Whether you are a solicitor, accountant, financial advisor or wealth manager, we can help you give the right advice to your private, business and charity clients about philanthropy and giving.

We have 30 years’ experience as philanthropy advisors in helping donors change the world on their doorstep. Though we focus on the community in our area, our advice is independent and we start with your clients’ wishes and how they want to make a difference.

How we can help

We provide:

  • a personalised, professional service that meets your clients’ wishes and means, while maximising benefit to the community;
  • a range of philanthropy and giving options and opportunities to ensure your clients’ gifts are tax efficient;
  • knowledge of community needs and organisations that make a difference;
  • expertise in providing funding and other charitable support;
  • privacy or publicity for your clients as they wish;
  • transparency and accountability through our Board of trustees and the Charity Commission.

We can provide advice either directly to your clients or through you.

It's time to talk about philanthropy

The Community Foundation is keen to secure more funding for local charities by encouraging professional advisors to talk more frequently about philanthropy and giving. In this series of eight videos local experts share their tips on how to do this.

Featured video: How we encourage more philanthropy

This video is part of a series of eight videos aimed to help professional advisors talk with their clients about philanthropy

How to speak to your clients about philanthropy

66% of wealthy individuals think their Professional Advisors could and should be giving them philanthropic advice. But why should you do this? And what's the impact on local charities? In our series of eight videos taken from an event specifically for Professional Advisors, we show why you have a critical role to play. If you’re a Professional Advisor and would like to know how the Community Foundation can help you with your queries about giving and philanthropy, please contact Sandra or Lisa using the details about the bottom of the page.

1. How we encourage more philanthropy

2. Triggers and motivations

3. Helping clients know if they can give to charity

4. Tax implications of giving

5. What questions come up when discussing philanthropy?

6. Do you think raising philanthropy with your clients can help long term client retention?

7. What are the main barriers preventing the next high worth individuals becoming philanthropic?

8. Have you ever had a negative response when you've raised philanthropy with clients?

Call us to discuss your clients’ interests

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