Together, we can ensure that your clients’ charitable giving connects with the causes they wish to support
We work with solicitors, accountants, financial advisors and wealth managers to provide advice and support relating to the philanthropic needs of their clients. We can enhance the service you provide to your clients by sharing ideas and examples of philanthropy that showcase a more proactive approach to charitable giving. This will help your clients make an informed decision on how to give their money and the best time to do it.
Our knowledge and experience will help you and your client find the best solution for their giving, whether they want to establish a named family fund through a lifetime donation or legacy in their will, or they seek to reduce the administrative burden of an existing trust,.
Our personalised and flexible services will find a solution for your clients that satisfies their demands and strengthens your relationship with them.
Community Foundations are an ideal vehicle for philanthropists to put some structure around their giving in a tax efficient way. We offer a flexible alternative to creating conventional charitable trusts or a foundation. Working together with you, we can provide a fully inclusive offering to help you meet your clients’ charitable goals and exceed their expectations in terms of the range of options available to them. Together, we can ensure that your clients’ charitable giving meets the causes they wish to support. By working with us your clients will have access to:
- A range of flexible, tax-efficient giving options that match their charitable aspirations
- Unparalleled knowledge of the needs facing Wiltshire communities
- Impartial and informed advice
The Charity Commission recognises that we have a reputation for effective management of charitable funds and have a robust due diligence process. Whether your client is looking to establish a personal fund through a lifetime donation or a legacy in their will, or wishes to reduce the administrative burden of an existing trust, we can work with you and your client to find the best solution.