Helping the professionals who support and oversee their clients’ giving

Our members work with solicitors, accountants, wealth managers and investment advisers, providing an individual service to help their clients make the most of their giving.

Working with a professional adviser

As a professional adviser, you will have clients who care about and want to give something back to their community but may not know where to start. Community foundations are the ideal vehicle for people who want to put something back into the communities in which they have lived and worked.

Research shows that wealthy people and businesses want to know more about effective charitable giving. Each change in your client’s financial or family circumstances is an opportunity to talk about philanthropy. In addition, there are a number of tax benefits to planned giving that your clients may wish to explore.

Banner saying communityOxford City Farm, supported by Oxfordshire Community Foundation

“We are delighted to be working with Kent Community Foundation. They have enabled us to establish a significant legacy fund that will continue to benefit local communities for years to come, and the means to reach out to many more Kent children’s charities than would have been possible if we had attempted to manage the trust independently.”

Ian Priston, Boys & Maughan Solicitors

Why PARTNER WITH UK COMMUNITY FOUNDATIONS

30 Years

30 Years Of
Experience

Support

Provide Advice
& Support

Reach

Reach More
Local Communities

National Reach

National
Reach

Woman smiling sorting jarsBraintree Area Foodbank, supported by the Essex Community Foundation

Why work with Community Foundations

Our members can work with you and your clients to help shape and develop a more structured approach to their charitable giving. They make it easier to give both locally and effectively by offering simple, cost-effective, and tax-efficient solutions; such as named funds as an alternative to setting up a charitable trust.

Jon

Speak with Jon

Contact Jon Everett, Director of Business Growth & External Affairs, to discuss how you can support communities across the UK.

020 7841 4383

jeverett@ukcommunityfoundations.org

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