Charitable Giving Advisor | Community Foundation

Accessibility Help and support

Help and support

What we do
- Giving and philanthropy
  - Start your fund
    Start a charitable fund to make a difference to your chosen causes
  - Leave a gift in your Will
    Ensure your legacy makes a lasting difference to causes close to your heart
  - Give with others
    Pool giving with others to help the causes you have in common
  - The Giving Network
    Give and network alongside your peers from as little as £30 a month
  - Tax-efficient giving
    Make your donations go further by benefiting from tax incentives
  - Professional advisors
    Connect your clients with the best philanthropy advice and giving options
  - Get involved
    Ways you can make a difference in your community
- Funding and support
  - Apply for a grant
    Find out about funding for your organisation or for an individual
  - Sector support
    Access training and pro bono support for your charity or community organisation
  - Help and support
    Get information to help you apply for funding
  - Safeguarding
    Understand your responsibilities around safeguarding
- Knowledge and research
  - Vital Signs
    Learn about issues the region faces and how philanthropy can help
  - Third Sector Trends
    Get data about the region’s charities and community organisations
  - Good to Give Guide
    Read about charities and community organisations recommended for your support
  - North East Social Investment Fund
    Find out about loan finance for charities and social enterprises
About us
- About us
  Learn about our vision, mission and how we work
- Our people
  Meet our trustees and staff
- Our values
  Read about the values which guide everything we do
- Our data
  How you can access and use our grant making data
- Diversity, equity and inclusion
  Read our commitments, and find out about the diversity of our Board and staff
- Climate Change
  Find out about our response to the growing climate emergency
- Membership
  Get involved by becoming a Community Foundation member
- Media and publicity
  Tell the story of your work funded by the Foundation
- Recruitment
  Current vacancies at the Foundation and opportunities to support your local charities
- Book a room
  Hire our meeting rooms for free
- Complaints
  How you can complain if something’s gone wrong
- Contact the Community Foundation
  How to contact us and how to find us
News and events
Our resources

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Home > 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.

West Northumberland Food Bank_small

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.

Full Circle Food Project 1 (2)

Professional Advisor newsletters

An archive of our most recent newsletters.