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Professional Advisors

If you are a solicitor, accountant or financial advisor this section should be useful in advising your clients on charitable giving.

Devon Community Foundation is the ideal vehicle for people who are looking to put something back into the communities in which they have lived, worked or where they have enjoyed holidays. Unlike other charities, we have the flexibility to support a wide range of good causes from children to the elderly, from the arts to the environment. Uniquely, we look to match the interests of our supporters with the needs of the community, and to offer donors a say in how their gift is used.

Devon Community Foundation can accept legacy gifts in many ways including cash, shares, property and any assets of value. Giving through charities helps to minimise your clients' tax bills and maximise charitable giving. Devon Community Foundation offers you and your clients the following service:

Easy and quick, with no expensive legal procedures to go through and our administration charges are very low, normally just 10% of income earned per annum.

No need to set up as an independent charity, therefore there are no annual returns, accounts or trustees to deal with. We take all the legal responsibility for the operation of the fund.

A full grant management service including policy development, promotion, material production, assessment, payment and monitoring and evaluation.

Your clients can still be as involved as they wish in setting the criteria and deciding who receives a grant.

We can take over the administration of trust funds, with the support of the Charity Commission, as a sole Trustee.

Your clients' funds will be professionally invested.

You will receive advice on the most tax efficient ways to give.

We give a guarantee that their gift will be used locally and in accordance with their wishes.

We have proven expertise in grant making, with an excellent track record and an in-depth knowledge of local needs. As such we can target gifts very accurately.

Clients will receive regular updates on the work of Devon Community Foundation and our grant making programmes. We can also arrange for supporters to visit some of the projects they have helped.

There is the opportunity, through setting up an endowment fund, to make a gift that will benefit the community forever.

For more information:
You can view some frequently asked questions concerning Professional Advisors. If you have a client who may be interested in giving to the Foundation please contact Melanie McLoughlin on 01884 235887 to find out how we can help.