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.

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

Get in Contact:

Discover more:

• Join our Events & Networks  

Be inspired through our programme of events and networks for Professional Advisors across Essex and Discover more opportunities to connect .

• Read our Guide to Giving 

To discover the different ways your clients can give locally with ECF.

• Explore our Funds

To see examples of the diverse range of charitable funds we manage, supporting a variety of local organisations and causes across the county.

• Hear from Professional Advisors:

Watch the video below to hear directly from some of the Professional Advisors we work with across Essex.