Offering guidance on philanthropy
At Kent Community Foundation, we partner with solicitors, accountants, wealth managers, financial advisers, and land agents to meet their client’s philanthropic needs and optimise their charitable giving in Kent.
As a professional adviser, you will have clients who would like to support their local community but may not know where to start. Kent Community Foundation is the ideal vehicle for people who want to put something back into the communities in which they have lived and worked. As experts in local philanthropy, we have a wealth of knowledge on organisations looking for support and how they meet some of the most pressing needs of local people.
Research shows that wealthy people and businesses want to know more about effective charitable giving and that good philanthropy advice can enhance client relationships and create loyalty. Each change in your client’s financial or family circumstances is an opportunity to talk about philanthropy, and we can support you on opening up conversations around local charitable giving. There are also many tax benefits to planned giving that your clients may wish to explore.
Useful links
Fund-holder brochure
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Bespoke solutions to fit your clients
We can partner with you and your clients to help shape and develop a more structured approach to giving. This enables us to create the greatest financial impact and a truly joyful and fulfilling experience for your clients. We offer simple, cost-effective and tax efficient solutions. Solutions which have real meaning and make a difference to communities. For example, a fund with Kent Community Foundation can offer your clients all the advantages of creating their own charitable fund without the administrative burdens and obligations associated with setting up and managing a charitable trust.
From the individual who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, and the family who want to establish a memorial fund in honour of a loved one, we can help you find the best solution for your clients – tailor-made to ensure that the wishes and expectations of your clients are met.
Training for professional advisers
Only one-in-five professional advisers offer philanthropy advice, yet doing so enhances client relationships and increases loyalty.* Offering guidance on philanthropy or partnering with Kent Community Foundation to provide strategic philanthropy advice as part of your client services could be a distinct advantage.
If you would like to discuss training for you and your team on local philanthropy get in touch with Senior Philanthropy Adviser, Rachel Vinton - rachel@kentcf.org.uk 01303 817 506
*source: Philanthropy Impact
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CISI and Kent Community Foundation
Kent Community Foundation’s Senior Philanthropy Adviser was invited by CISI to deliver CPD-accredited training on meeting your client’s philanthropic need and optimising their local charity giving.
If you are a CISI member you can log into your MYCISI account before watching the video and this will automatically record your CPD. For non CISI members, you will need to self-certify and record your own CPD.
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We are delighted to have held sessions with a number of professional advisers to support them as they seek to diversify services, increase advice on charitable giving and strengthen client relationships.
All this, which ultimately helps support healthier, more resilient communities across Kent and Medway.