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Professional Advisors

Professional Advisors

Charitable Giving For Your Clients

“The team at the Foundation are a terrific resource for advisors and clients looking for advice on planned, tax efficient, impactful giving and access to match funding.  They’re the best kept secret in Northern Ireland”

David Crozier, CFP, Navigator Financial Planning ltd

 

As a professional advisor, you will have clients who are passionate about an issue and want to give something back to their community. But they may not know where to start or how to give to make an impact in the most effective and tax efficient way. Perhaps they are already supporting a number of different charities, but have reached a point where they would like to take a more strategic approach, or to consider charities and activities closer to home.

Philanthropy Services

professional advisor

A professional philanthropy service and resource for the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy or the family that have sold a business and want to give back to their community to the people who want a memorial fund in honour of a loved one.

 

How we help you to find the best solution.

  • One to one relationships with our philanthropy team to work with you and your client guiding you through bespoke needs, goals and plans
  • Educational talks, research presentations and workshops on charitable need in NI, finding a focus, giving with impact, creating a legacy and more.
  • Visits to charities and community groups across Northern Ireland
  • Expert advice and access to community knowledge and networks of social entrepreneurs
  • The ability for your clients to give anonymously
  • Tax efficient giving
  • A Trust Transfer service to revitalise dormant charitable trusts
  • Flexibility and ability to handle share gifts, gifts of land and property and other more complex assets
  • Access to match funding
  • Access to a network of peers and experts

 

Our Philanthropy Services are for you and your clients and we support giving at all levels.

We regularly run short, informative seminars to upskill and update professional advisors on the charity and community sector and on how to advise about philanthropy. To find out more get in touch.

Match Funding

To encourage philanthropy and inspire generosity the Foundation at times has access to match funding. These match funds can strengthen an already attractive offer for your clients interested in making a difference in their own communities.

Briefings For Advisors

Our professional advisor briefings are an opportunity to keep informed of best practice, legislation and regulatory requirements in relation to your clients giving as well as keeping up to date on the the big society issues and community need. Supporting financial advisors, solicitors and accountants working with private clients, if you would like a bespoke presentation for your business , please get in touch.

Residual Client Balances

We transform unclaimed balances into an asset for the community. Where residual monies on client accounts cannot be traced and returned to the original owner the Foundation can hold the funds in our endowment and provide an indemnity should the original owner seek recompense. Protecting the capital funds, we award the interest and dividends to local community groups.

Gift Aid Calculator

Full Value with Gift Aid: £

But if you pay a higher tax rate of 40% then you may reclaim higher rate of: £

Gift Aid Calculator by IT For Charities

Who to speak to

Siofra Healy

Síofra Healy

Director of Philanthropy

Siofra Healy

Síofra Healy

Director of Philanthropy

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