“It’s made such a difference to have a philanthropy expert on the team – and OCF make the whole process hassle-free and human for clients.”

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.
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.
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.
Contact our Head of Development Kate Parrinder
to set up a conversation or meeting.
“It’s made such a difference to have a philanthropy expert on the team – and OCF make the whole process hassle-free and human for clients.”
“As a firm, one of our core values is to actively support the community. By working with OCF we have the reassurance that our contributions will have an impact on local projects that will truly benefit. I am pleased that our unclaimed client monies – an issue all legal firms have to deal with – can become a force for good in Oxfordshire.”
“I did not know that an individual could set up a named fund with the community foundation – it seems especially useful for those who do not want the administration of setting up a new charity.”
“OCF affords great opportunities to clients who need help or an alternative solution in a complex and regulated environment.”
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’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 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.