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Home > Professional advisors- NEW DRAFT

Professional advisors

Connect your clients with the best philanthropy advice and giving options.

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 almost 40 years of experience as philanthropy advisors in helping donors make a lasting difference. Our knowledge is rooted in the North East, but our advice is independent and always begins with what your clients’ wishes. Wherever they are on their giving journey, we’ll work alongside you to find the right approach.

 

How we can help

We provide:
  • a personal and professional service shaped around your clients’ aims and circumstances
  • a range of giving options to help your clients make the most of available tax benefits
  • in-depth knowledge of local needs and the organisations making a difference
  • expertise in grant-making and other forms of charitable support
  • as much privacy or recognition as your clients prefer
  • clear and accountable management, overseen by our Board of trustees and regulated by the Charity Commission
  • advice provided directly to your clients or through you, depending on what works best.

We hold regular networking events for professional advisors throughout the year and we have a dedicated newsletter for PAs to learn more about philanthropy in the region. Our team can also come into your workplace to deliver presentations to support PAs who may be advising their clients on local giving. You can sign up to the newsletter by contacting Lisa Cappleman, Head of Giving and Philanthropy, using the contact form below.

Contact Lisa Cappleman

Lisa engages people and businesses interested in making new or planned gifts, ensuring their wishes are met through the Foundation’s giving options.

Phone 0191 222 0945
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