“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.
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.
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.
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.
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.
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.