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
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.
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.
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.
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