Add Value to your
clients.

Support their mission
to leave a legacy

Offering advice on philanthropic planning can help bring
in new business and align the service you offer with your clients’ core values
and interests.

Thats where we can help.

Our clients include

Download our free guide to expert philanthropy advice

Whether you are a solicitor, accountant, financial advisor or wealth manager, offering expert advice on philanthropy can set you above other advisors in your area.

Our philanthropy advice guide for advisors takes you through how to get started offering philanthropy expert advice to your clients.

    “Setting up a charitable fund that will last for generations is really effective, and gives us the opportunity to help support local voluntary activity.”

    Ken Davy, Donor

    Cost effective, tax efficient solutions

    Through our knowledge and understanding of local needs in communities across Yorkshire, we provide a tailored and cost-effective solution for your client, giving them the flexibility to choose how, when and where they give.

    We make giving easy and enjoyable.

    We proactively seek out the charities and projects that are making a real impact in the region and report back to your client on the difference their giving has had.

    Your clients can visit community organisations to see the impact their giving has or can remain completely anonymous, discretely enjoying their philanthropy from afar.

    Investing in a way that works for you

    They are many different ways your clients can invest locally:

    Creating their own fund

    Let us manage the investment, correspondence, compliance & governance. Your client chooses the places and issues that matter to them.

    Adding to an existing collective fund

    Collective giving into an already established fund on an issue they care about enables grants awarded to be larger and more meaningful.

    Transferring a Trust

    Let us revitalise an existing Charitable Trust, releasing the responsibility from Trustees and working closely with the Charity Commission.

    Maximising unclaimed client accounts

    Use unclaimed client funds to directly fund local charities and community groups alongside their charitable objectives.

    Leaving a legacy

    Enable your clients to leave a positive lasting memory for their loved ones.

    What next?

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