Why refer clients
It's good for your business
Wealthy people are increasingly interested in learning more about charitable giving from professional advisors. Understanding the pivotal role philanthropy can play in estate planning will add an important element to the service you offer. We can help you become better informed about the role philanthropy can play in estate planning and keep you informed and up to date with developments.
It’s good for your clients and for the community
It is very likely that many of your clients are already making annual gifts to support their favourite charitable organisations. Help them give smartly and tax efficiently so that they provide for the people and local causes they care about as part of their overall financial planning.
The Community Foundation is a one-stop vehicle for meeting your clients' charitable and financial goals. We add our expertise to yours to ensure your client makes informed decisions from a range of options and services available
It's Timely
Each change in your client's financial or family circumstances is an opportunity to talk about philanthropy. By creating a charitable Fund with us you can help your clients avoid taxes.
Key opportunities for considering philanthropy: -
- Acting as an Executor
- Disposing of a business
- Disposing of property or shares
- Estate Planning, Will drafting and Inheritance Tax
- Financial planning or investment strategy review
- Planning for and at time of retirement
- Realization or maturity of an investment
- Utilising disposable income
They can make a real difference
Your clients have the opportunity to make a real difference to life in East and North East London, historically the most deprived and the most exciting part of London. We have learned never to underestimate what can be achieved by individuals committed to a cause or the impact even limited amounts of money can have on communities where there are few sources of funding. With the Community Foundation, you can help your clients achieve their charitable aims.
If you or your firm may be interested in supporting East London Community Foundation, do consider joining us as a member.
We help communities in London, particularly those in North East London, in Barking & Dagenham, Hackney, Havering, Newham, Redbridge, Tower Hamlets and Waltham Forest.
