Somerset Community Foundation provides the means to allow professional advisers to extend their service when it comes to their clients' charitable giving.
Our service is tailored to your clients' needs and desired level of involvement – whether through permanent endowment funds or revenue funds for immediate impact. From legacies and personal funds to one-off donations or gifts of shares or property, the Foundation can give your clients the flexibility to choose precisely how, when and where they give.
We provide your clients with the opportunity to:
- consolidate their giving from a single, tax-efficient fund (just as a private charitable trust).
- discover new and exciting charities working in areas they care about.
- take part in guided visits to charities and meet like-minded donors.
From our office near Shepton Mallet, we offer a local service across Somerset. To discuss your clients’ needs with us please call Justin Sargent on 01749 344 949 or email firstname.lastname@example.org.