Copyright © The Charity Service 2022
For Advisors
Working with professional advisors to meet clients' philanthropic aspirations
We understand that professional advisors want effective solutions for their clients, and that many clients are interested in using their wealth to benefit society and the environment. We work with professional advisors to support their clients to become impactful philanthropists.
Wealth Managers & Financial Advisors
We work with wealth managers and financial advisors to help fulfil their clients’ philanthropic goals.
Personal Tax Advisors
We work with personal tax advisors to provide an easy one-stop-shop for achieving the tax benefits of charitable giving.
Solicitors
We work with family and estate planning solicitors to help clients make substantial charitable gifts quickly and easily, and at a significantly lower cost than setting up a charitable trust.
Charitable Trusts and Foundations
We work with charitable trusts and foundations to manage charitable funds efficiently and effectively.
Wealth Managers and Financial Advisors
Working with Wealth Managers and Financial Advisors
We understand that wealth managers and financial advisors are often looking to differentiate their business, strengthen client relationships and attract the next generation of clients. We also understand that more people want to use their wealth to have a positive impact on society and the environment, and that this sometimes includes philanthropy.
We work in partnership with wealth managers and financial advisors to help fulfil their clients’ philanthropic goals. We offer exceptional levels of personal service with our Donor Advised Funds (DAFs) and philanthropy advice, meaning you can be confident that your clients’ needs will be met.
By working with us, your client will receive expert support to maximise the impact of their charitable giving.
To find out more about our philanthropy support services, please book an appointment with one of our team.
For Personal Tax Advisors
Working with Personal Tax Advisors
We understand that personal tax advisors require solutions to manage clients’ tax liabilities, especially when major taxable events occur and tax deadlines approach. This may involve helping clients make large charitable donations that qualify for tax relief, even though the donor is unsure what charities they wish to support.
Our Donor Advised Funds (DAFs) offer an easy one-stop-shop for achieving the tax benefits of charitable giving. They deliver immediate tax benefits and give clients time to decide which charities to support.
By working with us, your clients will receive expert support to maximise the impact of their charitable giving.
To find out more about our philanthropy support services, please book an appointment with one of our team.
For Solicitors
Working with Solicitors
We understand that family and estate planning solicitors are always looking to find effective solutions for their clients. Many clients will want to give money to charity during their lifetime and/or give a substantial sum to charities on their death.
We also know that will-beneficiaries sometimes use a deed of variation to give to charities but that the variation needs to be completed within 2 years of the death to qualify for charity exemptions under inheritance tax.
Our Donor Advised Funds (DAFs) can help your clients make substantial charitable gifts quickly and easily, and at significantly lower cost than setting up a charitable trust. DAFs also create time and space for your clients to decide which charities to support.
To find out more about our philanthropy support services, please book an appointment with one of our team.
For Charitable Trusts & Foundations
Working with Charitable Trusts and Foundations
We understand that charitable trusts and foundations can be costly and time-consuming to maintain. We also understand that choosing charities to support can be a challenge and that it can be difficult to access trusted information and guidance.
We can help you manage charitable funds more efficiently and effectively. By transferring charitable monies into one of our Donor Advised Funds (DAFs) or by appointing The Charity Service as a corporate trustee, we can take on all administrative tasks, leaving you free to concentrate on selecting charities to support. We can also help you to create effective grant-making strategies and select charities to maximise your impact.
To find out more about our philanthropy support services, please book an appointment with one of our team.