Professional Advisers

There is a growing demand for high-quality advice and guidance on charitable giving.

We work with lawyers, accountants, financial planners and investment advisers, helping their Somerset-based clients to give locally and – most importantly – give effectively.

We can help you to go the extra mile for your clients, connecting them to a wealth of advice and support to achieve their charitable goals in a tax-efficient, simple and rewarding way. Our unique named fund service offers donors all of the advantages of having a charitable trust, without any of the hassle.

We can help you to support your clients with:

We can offer opportunities to visit exciting and innovative local charities that align with individual interests, as well as expert information and advice on charitable giving. Whatever your client’s interests or goals, we’re here to help them change the world on their doorstep.

If you have a client who could benefit from our support and advice, or would like more information about our services, please call Laura Blake, Philanthropy Director, on 01749 344949 or email

Download our Professional Adviser Pack 


Read Giving advice 

Click on the links below to read our e-newsletters for Professional Advisers

Giving advice November 2022

Giving advice August 2022

Giving advice May 2022

Giving advice January 2022

Giving advice October 2021

Giving advice July 2021

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