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 packProduced 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
What Professional Advisors say about Suffolk Community Foundation
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. Jonathan Long
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. David Nicolson
The Foundation is a marvellous organisation that has enabled our clients to achieve their philanthropic goals. Wayne Perrin
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. Luke Morris
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. Louise Long
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