There's an ever-growing number of wealthy individuals who want to know more about charitable giving and how they can something back into their community* but they're largely uncertain as to where to begin. Throwing some search terms into Google can often present more problems than solutions so whom do they turn to first for some sage advice?
THEIR TRUSTED PROFESSIONAL ADVISER, naturally.
Why? Because it makes perfect sense - you want to do something impactful with your surplus wealth and who is better-placed to guide you than the very person who handles all their other big decisions involving money?
Trouble is, we're yet to reach a level here where financial advice on philanthropy is offered to clients who have the capacity to give as a matter of course rather than a matter of exception so that's where your local Community Foundation (and there are 47 of us throughout the UK ) can step in.
Dorset Community Foundation work with local professional advisers, offering free philanthropy advice to their clients (either directly or indirectly) and, where applicable, helping them to give locally and effectively.
We find most people want to have a stake in their local communities and, given the opportunity, are only too keen to give to local causes in the places that matter to them, so it only makes sense for us to help you go the extra mile for your clients by connecting them to a wealth of advice and support to achieve their charitable goals in a simple, tax-efficient and rewarding way,
Just some food for thought.
* HURRAH! This is a fantastic thing, everyone should be doing it and we embrace it wholeheartedly: particularly when it's done in Dorset 😀
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