Working Together With Professional Advisors
Suffolk has benefitted enormously through its partnership with professional advisors. They are so often the link between their client’s ambitions to make a difference in their local community, and the reality of how this can be achieved.
Whether a client is looking to establish a named family fund through a lifetime donation, a legacy in their will, or wishes to reduce the administrative burden of an existing trust, we can work together to find the best solution, ultimately helping to achieve charitable goals in a tax efficient, professional way.
Many of the heart-warming stories you will discover across our site have been made possible due to the excellent independent advice that professional advisors have given. Below, you can read the thoughts and experiences of just a few of them.
If we can help in any way, please contact Judy Dow, Head of Philanthropy or our Philanthropy Co-ordinator Sally Ledger.
T. 01473 602602
T. 01473 602602
Free Professional Advisors pack
Produced with professional advisors, this pack details the wide range of options available, including setting up a personal fund, charitable trust transfers, leaving a gift in a will, and dormant client funds.
Ways to help
Community Foundations are vital contributors to building social capital. They also play a vital role by providing a platform that enables individuals and firms to invest in their communities. Community Foundations are helping to deliver a more inclusive capitalism, one in which individual virtue and collective prosperity can flourish.
What Professional Advisors say about Suffolk Community Foundation
Everyone working in the Suffolk area should familiarise themselves with what the Foundation is achieving. Clients when making wills or lifetime gifts often find it difficult to choose between the vast numbers of charities available.
The Foundation provides a conduit for those with a large variety of needs to benefit locally. If the client so desires, there can be complete transparency as separate funds can be set up in clients’ name to provide funds at the clients’ discretion. Equally the discretion can be left with the Foundation. All too often large sums are left to national charities with no indication as to what they might be used for.
Often clients, when discussing their affairs, wish for the community where they live to benefit from their charitable giving, but can be unsure as to which specific charity they wish to benefit.
Suffolk Community Foundation is able to match our clients aspirations with a suitable charity or cause. Our clients have been happy to explore these opportunities further, being grateful for the introduction made.
Working with the Suffolk Community Foundation is always a rewarding and productive experience. The team at Wherstead are knowledgeable and very supportive.
The Foundation is a marvellous organisation that has enabled our clients to achieve their philanthropic goals.
Our county is intrinsically rural, and whilst a diverse economy has developed in recent years, many of the principles synonymous with the family farm are to be found in the DNA of Suffolk’s employers. Stewardship for the next generation. Building long-term value. Consideration for the local community – our own doorstep. It stands to reason; many of us employ and train people from the local schools and colleges, and count each other – local businesses – as suppliers and customers.
So in caring for the community around us, by supporting Suffolk Community Foundation and the essential role that it plays, we are also acting with sensible self-interest as business people. Supporting those organisations at the grass-roots level, those that don’t have flash marketing campaigns or highly paid fundraisers but that are doing things to make a difference to the lives of people in our communities, has to make sense. That’s why I’m proud to be fully behind the work of Suffolk Community Foundation.
I am so impressed with the work of the Suffolk Community Foundation – the recognition that relatively modest levels of funding can make an enormous beneficial impact on local community run groups is key to the wonderful contribution this charity makes in the county.
Our charitable fund with the Suffolk Community Foundation gives us the opportunity to help voluntary and community groups whose primary aim is to improve the quality of people’s lives but who don’t have the same access to the levels of funding enjoyed by larger charities. We have also been able to assist some of our clients in setting up their own Trusts with the Foundation.
Our clients have welcomed the support they have received and the one to one advice to help them decide which particular causes they support within Suffolk. One of the advantages for our clients in setting up their own Trusts is that the Foundation is able to take on the day to day management, ensuring that grants are awarded in line with the Trust’s original objectives and picking up the administrative burden involved in the practical elements of dealing with grant requests.
I think that the Suffolk Community Foundation is in a unique position within our community to support local, grass roots charities and as such is perfectly placed to help with personal, family and corporate philanthropy.
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