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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 30 years’ experience as philanthropy advisors in helping donors make a lasting difference. Though we focus on the community in our area, our advice is independent and we start with your clients’ wishes and support their giving journey, wherever it starts.

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.
  • advice either directly to your clients or through you.

Talking about clients
Talking with your clients about legacies full webinar

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Practical differences
Practical differences between lifetime and legacy giving (Catherine Grum)
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Tax reform
Thoughts on possible tax reforms, specifically inheritance tax (Andrew Ayre)
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