Videos

• 1
• 2
• 3
• 4
• 5

Young Carers Festival changed my outlook on caring. Now I know other people care about me.....I know I make a difference.

If you're a lawyer, accountant, financial or investment advisor you may often be asked to advise your clients about their charitable giving as part of their tax, estate and legacy planning.

Changes in your client's financial, business or family circumstances like the sale of a business, disposal of a capital gain property or inheritance may well call for more indepth advice about tax -efficient charitable giving and the range of options available.

As a Community Foundation, we provide an innovative way for your clients to make more of their charitable giving. By adding our expertise to yours, we can help your clients make informed charitable decisions and use their philanthropy to engage in important local community issues, target causes close to their heart and achieve their charitable aims, whilst providing tax efficient benefits.

We provide a flexible and cost effective alternative to creating individual trusts or foundations, allowing your client to stay involved and give in their name but with the Foundation taking on all administrative, investment and grant making functions on their behalf. Click to find out more about Giving in Your Name.

We can even help to revitalise long established, ailing or defunct trusts through setting them up as Named Funds. Take a look at our Devonian Trust case study to see how this works in practise - Devonian Trust case study. We recently worked alongside the Charity Commission on their Revive project, identifying defunct trusts in Devon.  

With philanthropy becoming increasing important to many people, we can help provide a personal, rewarding and efficient way for your clients to give.

If you would like to know more about how we can work alongside you to provide your client with a range of charitable options, please call Martha on 01884 235887 or email Martha@devoncf.com 

Community Foundations are recommended by both Coutts and Barclays Wealth Management as part of their Philanthropy Services.

Web design AB© 2012 Devon Community Foundation

Charity no: 1057923 A company limited by guarantee registered in England & Wales. Company no: 3236918

Registered office: Ballard House, West Hoe Road, Plymouth. PL1 3AE