What services can you offer that will make my job easier?

The Foundation’s staff is trained to assist individuals and families think through their charitable goals. The Community Foundation offer a wide range of services that help to make charitable giving more meaningful.
How can the Foundation fit into my clients financial or estate planning?
A fund can be established during your client’s lifetime or as part of his/her estate plan.

How do I get my clients started?

You can contact the Community Foundation on 01642 314200 and we will help you or your client determine the best way to meet their charitable goals through a fund.

What kind of gifts does the Foundation accept?

We can accept the full range of assets including cash, shares, land or property and charitable legacies.

Why should my client set up a fund with the Community Foundation rather than their own charitable trust?

Setting up a fund with the Community Foundation is a fast and low cost alternative to a charitable trust – giving through the Foundation can minimise your clients tax bills and maximise charitable giving.

We offer donors; proven grant making expertise, professional management of investments, advice on the most tax efficient ways to give, targeted grant making to local projects that meet the donors criteria, a service to deal with appeal letters, a way to keep in touch with local community issues and an opportunity to make a gift to benefit the community forever.