Professional Advisors

Tax-effective Philanthropy

If you’re a professional advisor, we’re here to help you inform your clients. We can offer a variety of models for tax-effective local philanthropy, so your clients can make the most of their generosity.

Working with us allows your client to fully enjoy the pleasure of giving without the administrative burden. We provide all administrative services related to a donor’s fund, including accounting, auditing, financial management, due diligence, grant making and evaluation.

We can assist with:

Complete confidence

You can have complete confidence in us. We have a deep knowledge of the charitable sector across Suffolk and where exactly the social needs are greatest. We help ensure donations go where they are needed most. We currently manage over 60 charitable funds, totalling over £5 million in endowed assets. We regularly pass the rigorous process of Quality Accreditation, run by UK Community Foundations and endorsed by the Charity Commission and are governed by a strong and committed Board of Trustees.

If you would like to discuss philanthropy and ways in which we can work together to the benefit of your clients please contact Judy Dow, Development Executive at the Foundation on 01473 786915.

Our professional advisors pack can be found here.

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