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Professional advisors

We work with solicitors, accountants, wealth managers and financial advisors to help their clients make the most of their giving.

As a professional advisor, you will have clients who care about and want to give something back to their community, but may not know where to start. They are probably already supporting a number of different charities, but may have reached the point where they would like to take a more strategic approach, or to consider charities and activities closer to home.

Client philanthropy services

We can work with you and your clients to help shape and develop a more structured approach to their charitable giving. We make it easier to give both locally and effectively by offering simple, cost-effective, and tax-efficient solutions. For example, if your client is considering establishing a charitable trust, we can offer a more convenient alternative in the form of a donor-advised fund. We can also work to revitalise dormant trusts.

Your client may want to make an immediate philanthropic impact, leave a legacy or succession plan, or establish a memorial fund in honour of a loved one. Whatever your client’s philanthropic needs, we can help you find the best solution – tailor-made to ensure that the wishes of your client can be acted upon.

Our insight

Many clients may have a clear idea of what type of charitable organisations they would like to support. However, others may prefer to be guided by the current need in their local community.

According to research by the Charities Aid Foundation, 66% of wealthy individuals think that their professional advisors should be giving them some kind of philanthropic advice – but one in five advisors say they don’t know how to do this. This is where community foundations can help.

We keep on top of the latest best practice in philanthropy and charitable giving, benefiting from a UK-wide network of community foundations. We understand the needs of communities in Oxfordshire and have relationships with thousands of local charitable organisations, helping to connect donors with small charitable groups, who would otherwise struggle to find each other. Our latest research report, Oxfordshire Uncovered, shines a light on the most vulnerable people in our county.

Find out more

Kate ParrinderContact our Head of Development  Kate Parrinder
to set up a conversation or meeting.

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FEATURED

Ark T Centre

The Ark T Centre is an arts project in East Oxford, and is situated in a high-risk area for Child Sexual Exploitation (CSE). Ark T is an open and inclusive community, where people, art, and powerful ideas come together, using the transformative powers of creativity to change lives.

SOFEA

SOFEA’s mission is to enable the transformation of people’s lives, and their communities, with a major focus on young people. They enable people to fulfil their potential through work, wellbeing, study and purpose projects, providing the means of reducing the immediate effects of disadvantage by relieving food insecurity in the wider community.

Good Food Oxford (GFO)

Good Food Oxford supports the existing work of many organisations in and around the city working to make our food system more nourishing, less wasteful and more sustainable.

Thrive

Thrive offers activity clubs and mentoring for young people in two of Oxford’s most deprived areas – Blackbird Leys and Barton. Their clubs and activities are countering the effects of social exclusion.