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Why refer your client?

Convenience

A quick and easy process for setting up a fund and very low administration charges

Experience

The Foundation has worked with donors and their advisors for more than 15 years. We tailor our service to meet the needs of your client and can help you and your client make informed decisions to reach their charitable goals.

Neutrality

Donors give through the Foundation to the charities and projects that match their charitable intentions. The Foundation is not an end-user of charitable donations; therefore advisors are not advocating a specific charitable cause to their clients

Tax Benefits

The Foundation can offer advice on the most tax effective ways for your client to give and will help ensure every donation is maximised

Professionalism

The Foundation has proven expertise in grant making, with an excellent track record and an in-depth knowledge of local needs. Your client can be sure that their gift will be used locally and in accordance with their wishes

Client Satisfaction

The Foundation prides itself on offering the highest level of service to its donors.

Local Giving

We are a local charity, so it is easy to see where the money is being spent.

Permanence

An endowment fund created at the Foundation is an opportunity to make a gift that will benefit the community forever.

Strength

Our supports help contribute to our wider aim of improving the quality of life for local people; strengthening the help we can offer the community.

Community Involvement

Your client can give anonymously or get involved with the grant making and the groups supported. Whatever the level of involvement, your client will be offering help to the heart of the community.

We have a small professional staff team to advise and help donors to make the most of their charitable fund. If you would like to find out more, please call Hugh McGouran on (01642) 314200.