Setting up a personal Charitable Fund, which acts like a charitable trust but is managed by our expert team.

Working in partnership with professional advisers
There’s growing demand for high-quality advice and guidance on charitable giving. Research by the Charities Aid Foundation found that:
- more than half of 18-34-year-old high-net-worth clients and half of 35-54 year-old high-net-worth clients say an adviser could help with their philanthropy
- only 5% of advisers are ‘very confident’ discussing philanthropy.
Many local firms don’t have the ability to provide bespoke philanthropy advice in-house. That’s where we can help.

We act as a free bolt-on philanthropy service, helping you go the extra mile for your clients.
Our friendly team can provide high-quality, impartial advice on charitable giving and guide your clients to the best way to make a difference.
We work with a variety of solicitors, accountants, financial planners and tax professionals, helping their Somerset-based clients to give locally and – most importantly – give effectively.
Talk to us about working together
If you’d like to know more about how we work in partnership with professional advisers, or how we can support your clients, we’d be delighted to tell you more.

How we can support your clients
Whatever your client’s interests or goals, we’re here to help them change the world on their doorstep. Our friendly Philanthropy team can help your clients with:
Our unrivalled breadth and depth of local knowledge means we can identify where the need is greatest and direct giving for maximum impact.
We are keen to offer clients quality philanthropy advice as part of our Wealth Management Service. Working with SCF feels very much a partnership and we know we can trust the team to deliver a timely and professional service to our clients providing wise counsel on all matters related to charitable giving.
