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Professional advisers

Partnering with you to shape meaningful giving.

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Trusted guidance for charitable giving

At Kent Community Foundation, we work in partnership with solicitors, accountants, wealth managers, financial advisers, and land agents to meet your clients’ philanthropic goals and optimise charitable giving across Kent and Medway.

Many clients want to give back to their local community but don’t always know where to start. We provide the ideal solution for those who wish to make a positive local impact without the complexity of managing a charitable trust.

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The value of philanthropy advice

Research shows that wealthy individuals and businesses increasingly seek expert philanthropy advice to give effectively. Offering this support helps advisers build trust, strengthen relationships, and increase client loyalty.

Every change in a client’s financial or family situation - from inheritance planning to selling a business - is an opportunity to start a philanthropy conversation.

We support you by:

  • Helping clients explore local giving opportunities

  • Advising on tax-efficient giving structures

  • Connecting clients with grassroots charities and community projects

There are many tax advantages to planned giving - and we can guide you and your clients through the process.

Simple, tax-efficient, and impactful giving

Bespoke philanthropy solutions for your clients

We collaborate with advisers to create structured giving plans that maximise financial impact and emotional fulfilment.

A fund with Kent Community Foundation provides your clients with all the benefits of establishing a charitable trust - but without the administrative burden, legal complexity, or reporting obligations.

Whether your clients want to:

  • Make an immediate philanthropic impact

  • Leave a legacy gift through their estate

  • Establish a memorial fund in honour of a loved one

  • Support local causes that reflect their values

… we design bespoke solutions that align with their wishes, values, and long-term vision.

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Build confidence in philanthropy conversations

Training for professional advisers

Only one in five professional advisers currently offers philanthropy advice - yet those who do see stronger relationships, increased loyalty, and deeper trust.*

Partnering with Kent Community Foundation gives you:

  • Access to local philanthropy insight and tax-efficient giving guidance

  • Opportunities to add strategic philanthropy advice to your client services

  • Confidence in discussing charitable giving as part of financial planning

  • Tailored training sessions for you and your team

Contact our Development Team to learn more about upcoming training opportunities.

Email: sophie@kentcf.org.uk

Call: 01303 814 500

*Source: Philanthropy Impact

Why partner with Kent Community Foundation?

  • Trusted expertise - over 25 years of grant-making in Kent and Medway

  • Strong local connections - deep knowledge of charities and community needs

  • Simple setup - avoid the complexity of managing a charitable trust

  • Full transparency - measurable outcomes and impact reporting for clients

Together, we can help your clients turn generosity into long-lasting local change.

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CPD-accredited training on philanthropy and charitable giving

Kent Community Foundation’s Senior Philanthropy Adviser was invited by the Chartered Institute for Securities & Investment (CISI) to deliver CPD-accredited training for financial professionals.

If you’re a CISI member, simply log into your MYCISI account - your CPD hours will be recorded automatically. If you’re not a member, you can still access the session - just self-certify and record your CPD after viewing.

Why this matters

  • Gain CPD-accredited insight into effective philanthropy advice.

  • Learn how to support clients’ charitable and legacy goals.

  • Understand tax-efficient giving strategies for individuals and businesses.

  • Discover the local impact of philanthropy through Kent Community Foundation.

Whether you’re a financial adviser, wealth manager, or accountant, this training helps you integrate philanthropy guidance into your practice and deliver greater value to your clients.

Contact our team

Let’s help your clients give with purpose. Speak to our development team.

Contact us