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. They are probably already supporting a number of different charities but may have reached the point of wanting to take a more strategic approach or to consider charities and activities closer to home.
ECF can make it easier for your clients to give both locally and effectively as we offer a simple, cost effective, and tax efficient solution, whilst removing the burden of administration that is usually associated with establishing a charitable trust. We are able to manage your clients existing charitable giving and work with them to widen their reach and impact.
Giving Made Easy
ECF makes it easier for you and your clients. From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family who want to establish a memorial fund in honour of a loved one, we can help you find the best solution.
Confidence in ECF
We are part of the national and international community foundation movement and offer the expertise to help your clients fulfil their philanthropic ambitions.
For Your Clients
The following services can be offered to your clients, and can be tailor-made to ensure that the wishes of your client remain paramount. We would be delighted to meet with you and your client to discuss the appropriate solution.
By establishing a Named, endowed fund, your client's gift will last forever and can commemorate a friend or relative.
A non-bureaucratic process to establish a fund - it is easy and quick, with no legal procedures to go through.
Our administration charges are low - on a sliding scale between 1% - 2% per annum depending upon the size of the fund.
Professional management of our investments with a long-term approach designed to out-perform defined benchmarks.
Advice on the most tax efficient way to give. As a charity we can reclaim Gift Aid and gifts to us are exempt from inheritance tax.
Leaving a legacy to a local charity can be risky as they are often smaller and younger than national ones. They may not be perceived as being permanent, and therefore people wonder if they will be in existence in future years when a legacy takes effect. But they are just as invaluable to local communities and if your client would like to leave a bequest with us and instruction on how this may be used then we can manage this.
A guarantee that your client's gift will be used in accordance with their wishes. We support projects that are charitable, educational or benevolent in nature. We use our proven expertise in grant assessment and our in-depth knowledge of local needs to help clients develop criteria and fund projects through making grants. Clients can choose which projects they fund, or leave the decision to the Foundation. They may wish their involvement to change over time and their wishes can be accommodated. Our expertise is rooted locally in Essex but we are also able to fulfil any commitments that your clients may have with charities elsewhere in the UK or internationally.
Your client will receive an annual fund statement detailing all income and grants awards. We also provide regular updates on the work of Essex Community Foundation and our grantmaking programmes.
Your clients can receive recognition for their work through the Foundation or can remain anonymous.
We can arrange for your clients to visit projects that they have funded.
For More Information
To discuss any aspect of our service further please contact our development officer, Steven Mackenzie on 01245 355947