Kent Community Foundation can support professional advisors and their clients to achieve philanthropic and charitable goals in a simple, cost effective manner.
Recent research suggests two thirds of the UK’s wealthiest people think professional advisors, such as lawyers, accountants, financial advisors and wealth managers, could do more to cover the area of philanthropy as part of their work.
We are experts in local community need, having given out more than £31million in grants to thousands of organisations across Kent and Medway since 2001, and can offer a range of options to meet the needs of your clients. We are a donor-led organisation, so we respond to the needs and charitable goals of our donors.
Setting up a named donor advised fund is a fantastic alternative to establishing a private Trust. Your client still gets to decide on the criteria of the fund as well as the organisations they would like to support without the administrative and governance work of a registered Trust.
At Kent Community Foundation, we have excellent working relationships with a number of high profile advisory firms already, and often we’ve attended partner meetings. You may have no need for our services now, but we would suggest making your clients aware of us in case they have an interest in philanthropy in the future.