Work with us to help your clients support local causes and communities that are important to them.
We can support you to make your clients’ charitable giving easy and rewarding, whilst supporting their financial planning goals. We work with solicitors, accountants, financial advisers, and wealth managers to provide flexible options to suit clients’ wishes.
Whether their gift relates to the sale of a business, is for tax purposes or estate planning, we offer advice and support tailored to each client’s unique circumstances.
We can support your clients with:
- Setting up a fund, which is a flexible and more convenient alternative to a charitable trust.
- Leaving a gift in their will.
- Transferring an existing charitable trust to us. We manage all the administration and finances, ensuring that the objectives of the trust continue or are updated to meet current needs, now and in the future.
- Making a one-off charitable gift to support local causes.
Please get in touch for a confidential discussion on how we can support your client
Michelle Longman | Head of PhilanthropyEmail Michelle