You will probably have seen in the press, on TV or from a letter recently delivered to your homes by your district council, that Norfolk Community Foundation is responsible for coordinating the fundraising to support our communities during the Covid-19 crisis.

At this extremely challenging time it has never been more important to support the most vulnerable. Local charities working hard on the ground across Norfolk are absolutely essential to keeping people safe and well through this crisis. There has been an unprecedented call for help from these groups and we are working hard to ensure support quickly reaches where it is needed most in Norfolk.

We have raised much support through our Covid-19 Community Response Fund and through the National Emergencies Trust from individuals doing what they can, and from many charitable trusts.

As a Professional Advisor, are you currently working with any charitable trusts that may be able to help our local community during these difficult times through Norfolk Community Foundation?

We would be very happy to talk through with you the ways we’re supporting people during this crisis and how your clients may be able to give through a charitable trust – please contact our CEO Claire Cullens via shinebrighter@norfolkfoundation.com or telephone 01603 623958.

Many thanks for your support.

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Whether you’re a solicitor, accountant or financial planner, there are significant benefits to discussing philanthropy with your clients – for you, your clients and your community.

By working with Norfolk Community Foundation, you can help shape your clients’ charitable giving. Together, we can connect them with local causes and make a lasting difference to lives all over Norfolk.

Benefits for professional advisors

Offering philanthropic advice creates opportunities to:

  • Attract new clients
  • Retain existing clients
  • Build trust
  • Enhance your reputation

By discussing your clients’ interests, aspirations, concerns and motivations, you create longer-lasting relationships based on shared values.

Benefits for your clients

By working with Norfolk Community Foundation, they have access to:

  • A range of flexible, tax-efficient giving options that match their charitable aspirations
  • Unparalleled knowledge of the needs facing Norfolk communities
  • Impartial, informed advice
  • Reassurance.

The Charity Commission recognises that we have a reputation for effective management of charitable funds and have a robust due diligence process.

Gift shares to Norfolk Community Foundation

We work with Barratt & Cooke to offer a share gifting service in Norfolk, which is a tax-efficient way to make charitable donations.

Share gifting is especially useful for individuals who own shares but aren’t sure what to do with them. They may have inherited a small number of shares, which are difficult or impossible to dispose of, not least because of the costs involved.

The service can also help people with large investment portfolios but limited cash funds, allowing them to make tax-efficient charitable donations.

Find out more about gifting shares

Dormant trust management

Are your clients responsible for dormant charities or trusts, or ones that aren’t achieving their full potential? They may be:

  • Finding it difficult to identify where funds will have the most impact
  • Unsure whether the charities funded are having the desired outcomes
  • Struggling to find new trustees, identify beneficiaries and ways to spend income
  • Unable to find time to run the charity.

Find out how we can help

Benefits for Norfolk communities

We know that people who take professional advice tend to give more to the causes they care about.

By working with Norfolk Community Foundation, you can ensure those funds are used to support community groups and charities on your clients’ doorsteps.

Find out more about our work

How to get started

We know that every client is different, so get in touch to arrange a meeting. We’ll discuss their options and advise on next steps.

Donate your time

If you’re looking to get more involved with Norfolk Community Foundation, why not donate your time? Your professional advice and guidance could be invaluable to a Norfolk-based organisation. Find out more by visiting Norfolk ProHelp