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SCF working with professional advisors to connect donors to causes they care about

Jun 22, 2016

A recent report from Philanthropy Impact revealed how important the role of traditional professional advisors, alongside philanthropy specialists, can be to people considering a significant charitable gift.

James Craw from ‘Your Financial Planning’ contacted Somerset Community Foundation last year to explore how we could help a couple near Wincanton, who are his clients, create a charitable fund worth around £300,000 for their local area.

Following an introduction by James we got to know the donor over a number of months, developing an understanding of what their goals are and how we could help. They joined us at our Annual Celebration in October, we met at their home and then we visited a few projects already funded by the Foundation.

Once they confirmed they were happy to proceed we prepared a simple fund agreement and then, through James, the new fund was created though a share transfer.

 James Craw told us, "Justin and his team at the Foundation were very good at taking time to understand exactly what the clients wanted before going ahead with the charitable trust.  I would recommend their services to anyone in the area looking for help to set up a charitable trust."

If you are a professional advisor and would like to find out more about working with Somerset Community Foundation please contact Justin Sargent on 01749 344949 or email justin.sargent@somersetcf.org.uk

 


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