Professional Advisors
Benefits of charitable giving
There are many occasions when it may be financially beneficial to your client to consider charitable giving: These may include:
- Utilising disposable income
- Inheritance tax, estate and will planning
- Disposing of property, shares or a business
- Financial planning or investment strategy review
- Realisation of an investment
Of course, the advantages of tax savings are not the only reason why clients give. Many wish to develop their ad-hoc charitable giving into longer-term philanthropy, giving them the opportunity to really give something back to improve the quality of life of those living in their community, now and into the future.
'The Community Foundation for Surrey has connected us with our local community, provided connections which had not existed since neither of us is from Surrey. It has opened our eyes to the social needs on our immediate doorstep to which, I hate to admit it, we were completely oblivious.'
Helen and Matthew Bowcock, Hazlehurst Fund
What we can offer you and your clients
Our knowledge and experience of working with individuals and companies to help them achieve their charitable and financial goals can add an important specialism to the service you offer your clients. We can advise on all aspects on philanthropy and one of our key areas of expertise is the development and management of charitable funds. We currently run 45 individual donor funds, all completely bespoke according to the wishes of the donors and their families. We offer a full service to donors from set-up to on-going administration with an on-going dedicated fund manager.
This offers your clients the following benefits:
- Time & cost efficiencies It's quick, easy and cost efficient to set up a named fund with us.
- Flexibility – Your clients can specify which causes and local areas they would like to support
- Hassle free administration - We take care of all fund administration including grant administration, monitoring and reporting through to fulfilling legal and tax requirements.
- Professional investment management - Funds are invested by the Foundation's Investment Management and benefit from the skills and experience of the Finance and Investment Group and Trustees.
- Access to local giving expertise - Surrey has pockets of deprivation. We are able to advise on where the need is greatest and where your clients' support will make the biggest difference.
- Long lasting impact - By setting up an endowment fund your clients' money not only helps immediate need through the interest gained on the fund, but also goes to support future generations.
- Engagement with chosen charities - Clients can choose whether they would like an active involvement with their supported charities through site visits and meetings with beneficiaries, or are happy to take a more hands-off approach.
- Networking opportunities - If desired, we can connect your clients with other like-minded donors, linking them to a local community of philanthropists.