The Community Foundation helping you to help others

11 Oct 2018

The Foundation was at the Personal Finance Society (PFS) conference in Belfast this month talking about our services for professional advisors and their clients. Conor Cahalane, Promethean Finance and Ambassador for the Foundation, highlighted the benefits of exploring philanthropic goals and strategy with clients.

A local independant charitable trust connecting people who care with causes that matter, the Foundation makes a difference through impactful philanthropy and helping people and businesses to structure their giving in the most effective way.

Research tells us that 66% of HNW individuals would like their advisor to raise the topic of philanthropy with them and when speaking to clients about giving, the Foundation is an ideal partner, adding value through advice and support. We can:

• Meet with you and your clients to discuss requirements
• Help assess and advise on need within a particular cause, geographical area or charity
• Take away some of the concerns the client may have (admin, sourcing appropriate opportunities, due diligence, compliance)
• Provide additional value through match funding
• Support tax efficient giving

Mervyn McCall of the McCall Foundation, which is managed through the Community Foundation, talks about the joy and experience of ‘giving whilst living’ and said

“My Financial Advisor introduced me to the Community Foundation which has been great for me. The team there make it all work”

If you would like to find out more about the Foundation, our work and how we can help you and your clients please contact Siofra Healy, Director of Philanthropy.

If you’d like to know more about Tax Benefits and Charitable Giving, you can join us for a breakfast meeting on 14 November 2018 with Alan Gourley, Tax Director at Grant Thornton. For more information please contact Rachel Leitch