Clients are increasingly thinking more carefully about their charitable giving: which areas to focus on, who to support and how to support them in an effective and efficient way.  Professional advisors can play an important role in advising clients about their options to maximise the impact of their giving.

Many are increasingly thinking about how they can support their local community. While this can be a very rewarding way to give, many struggle to identify specific issues to address or projects to support or are otherwise concerned about the administrative burden.

We can help your clients overcome these barriers to make their local giving more effective and enjoyable. They will be able to concentrate on the impact they are seeking to make rather than the administration.

In doing so you can strengthen your relationship with your client.

Ways we can help you to help your clients

SCF offers a tailored, individual approach to support clients in their local giving, for example:

• Advice and support  – use our local knowledge and experience to understand local issues or identify projects to support
• Simplify the administration of existing charitable trusts – from identifying projects for trustees to taking over the trusteeship of dormant or struggling trusts
• Create new funds in a simple and easy process – an alternative to a separate charitable trust with all of the flexibility but none of the administration.
• Set up a legacy to a local community or cause – we will work with family and friends to carry out the wishes of the benefactor

As SCF is a registered charity (no 1094446), your clients will benefit from the tax benefits available for charitable donations.

Interests outside Somerset?

While we work mainly in Somerset, we are part of a strong network of Community Foundations across the South West and UK. We can link clients with our colleagues in other areas to enable their giving to be as effective wherever their focus is.

Click here to access the Community Foundation Network website:

Please contact Justin Sargent for further information on 01749 344949 or by
e-mail  justin.sargent@somersetcf.org.uk