Professional Advisers

The Community Foundation offers flexible financial solutions to charitable giving.  We provide a professional service that helps maximise the charitable impact of financial choices, building philanthropy into your financial planning advice for clients. 

We will match interest with need, offering individuals choices on how giving is directed and involvement or anonymity as desired.  We add value through advice and guidance, ensuring charitable giving is efficient and effective. 

We create the opportunity for your clients to become involved in progressive philanthropy, engaging with other like-minded people as and when they wish, enabling then to enjoy the benefits of a private charitable trust without the administrative burden and to act strategically over time to meet their charitable objectives.

 Key points for your clients

• We offer a flexible and easy alternative to setting up a charitable trust.
• We offer a personal donor service with a dedicated manager.
• Your client can enjoy all the charitable tax breaks including Gift Aid, as The Community Foundation for Northern Ireland is a registered charity.
• Any change in circumstances – selling a business, retirement, an inheritance – offers an opportunity to consider charitable giving.
• We can award grants in the donor’s name and arrange publicity if desired.
• We can target money to small charitable groups by issue or geographical area, as donors wish.
• We assess each application carefully and monitor grants to ensure that donations are spent wisely.
• The Community Foundation deals with all aspects of administration and investment management.
• We can arrange for donors to visit projects and be briefed about community issues.
• Giving through The Community Foundation for Northern Ireland is more enjoyable and rewarding: donors can see how their gift makes a difference.
• Donors will also have the opportunity to meet like-minded individuals who have chosen The Community Foundation as the charitable arm of their financial planning strategy.

Key points for Solicitors

• An alternative to the setting up of a new, potentially marginal and comparatively inflexible charitable trust
• Clarification and simplification of posthumous charitable arrangements
• The opportunity to consolidate small, uneconomical trusts, without loss of identify or related purpose
• Support in the management of existing charitable trusts

Key points for Accountants and Financial advisors, Tax advisors, Fund managers

• Income and Capital Gains tax savings through intelligent, planned, giving
• The opportunity to develop a working relationship that can enhance your credibility in field of philanthropy
• The long-term management of funds, efficient administration, and comprehensive reporting