We invite you as Professional Advisors to partner with us to help your clients make their charitable giving easy and rewarding, while supporting their financial planning goals. We work with solicitors, accountants, financial advisors and wealth managers to provide flexible options to suit your clients’ wishes.
We know that every one of your clients is individual and their circumstances and requirements will be different. Whether it is related to the sale of a business, for tax purposes or estate planning, we are here to help and always welcome a conversation to talk through ideas or scenarios.
Watch this video to hear from Professional Advisors that we currently work with from across the county:
Your clients can:
- Set up a charitable fund with us to give grants to local charities during their lifetime
- Leave a legacy or gift in their will
- Transfer an existing charitable trust to us. We can manage all the administration and financial management, but will ensure that the objects of the trust continue or are updated to meet modern needs, now and in the future
- Make a one-off charitable gift to support local charities
Read our Guide to Giving for examples of our work.
If you have any questions or would like to have an initial conversation, please contact Perry Norton: