Working with professional advisors

More and more Independent Professional Advisors are being asked for high-quality advice regarding philanthropy. Clients are interested in the financial return on their giving, the impact they can have on their local community and the legacy they can leave.

Offering advice on philanthropic planning can help bring in new business and align the service you offer with your clients’ core values and interests.

That is where we can help.

Through our expert knowledge and understanding of local needs in communities across Wales, we can advise on charitable giving and work with you to provide a tailored, cost-effective and tax-efficient solution to your clients, giving them the flexibility to choose how, when and where they give.

How we can work together

When it comes to charitable giving, we can provide advice and support to help you to simplify your clients’ charitable wishes whilst also ensuring they have maximum impact with their giving.

When an individual or family choose to give charitably they have a number of options available. Whether setting up a donor advised fund, transferring the administrative burden of an existing charitable trust or leaving a legacy in a will, we can work with you to develop a charitable giving plan that meets your clients’ financial and philanthropic wishes.

Giving to a registered charity is simple, but you may be wary of recommending specific organisations. By connecting your clients’ to Community Foundation Wales, you and your clients are supporting not one, but many worthy causes across Wales.

We offer a cost effective solution to those who are interested in charitable giving on a local scale, as well as the knowledge to link your clients to the causes they care most about.

Our expert grants team has extensive knowledge of local needs across Wales which, together with many years’ experience of matching donors with local causes, will ensure your clients’ giving is targeted effectively and exactly as they wish.

Working with us will take away the burden of the set up and administration of a charity or foundation. We undertake the promotion, application assessment and monitoring of the grants made from your fund and produce an annual impact report for your client so they can see exactly how the money they give is being used.

An example of how we work together

Read about how we have worked with Geldards LLP.

Read more
Working with professional advisors

Get in touch!

You can call Katy Hales, Manager, Donor Advised Giving on 02920 379 580 or fill in the form below:

Step 1