Working in partnership with professional advisors
Working in partnership with professional advisors
Are you a professional advisor with clients who want to give back to their community?
Community Foundations are an efficient and cost-effective resource to help those with the resources to make lasting local impact.
We can support your clients with:
- Leaving a legacy or gift in their will to create lasting changes through their wills or estates
- Running a charitable trust
- Setting up a personal fund or ‘in memorium’ fundA sum of money made available for grant making, often with specific criteria/conditions.
- Bespoke, expert advice on local philanthropy
“Community Foundations are vital contributors to building social capital. They also play a vital role by providing a platform that enables individuals and firms to invest in their communities. Community Foundations are helping to deliver a more inclusive capitalism, one in which individual virtue and collective prosperity can flourish.”
Benefits to your clients
- We are multi-cause and impartial, enabling your clients to choose the causes they are passionate about.
- We conduct extensive research to truly understand the needs of our communities.
- We complete due diligenceChecking organisations and people are who they say they are and management of the group and project meet out guidelines. and reporting on every grant we make with thorough post-grant assessments to measure impact.
- Our services are personalised and flexible to find a solution for your clients which meets their philanthropy goals.
- We are quick and efficient and make giving easy.
Want to learn more?
Tamara Sherston-Baker
Development Director
Download:
Our fundholder brochure
Read personal stories from our fundholders, and learn more about the benefits and process of setting up a named fund in our brochure.
Click the button below to download the PDF (1.3mb).
