Solicitors & Wealth Advisers
Establishing charitable giving through The Community Foundation is ideal for banks, financial advisers, solicitors and accountants with clients wishing to give. It means that you can refer the charitable giving to a specialist and do not have to recommend specific causes or charities to clients, thereby avoiding impartiality. As The Community Foundation is cause neutral, it means that we can support a wide variety of local community activity that you can recommend with a clear professional conscience.
In addition, as The Community Foundation can invest many funds at one time, we often benefit from better rates and greater returns.
This means that it is easier for solicitors and other fund managers to recommend The Community Foundation, as you can be sure that you would be doing the best for your client and ensuring the welfare of the fund is the primary concern.