Working with Professional Advisers
There’s growing demand for high-quality advice and guidance on charitable giving. Research by the Charities Aid Foundation found that more than half of 18-34-year-old high-net-worth clients and half of 35-54 year-old high-net-worth clients say an adviser could help with their philanthropy; and only 5% of advisers are ‘very confident’ discussing philanthropy.
Many local firms don’t have the ability to provide bespoke philanthropy advice in-house. That’s where we can help. We can support Professional Advisers, such as solicitors, accountants and wealth managers to find tailored solutions in these circumstances.
Local or hyper local giving plans
We have extensive knowledge of the local community organisations in Hampshire and the Isle of Wight and are uniquely placed to provide guidance on the most effective local or hyper local giving plan. We can work with your clients to develop a giving plan that matches the causes they most want to support, and ensure their donation really does reach the areas most in need of help.
Insight to local communities
Donors gain genuine insight into the impact of their grants, through our Seeing Is Believing visits. We provide opportunities to meet with the staff, volunteers and beneficiaries at the organisations supported by their grants. We also provide direct updates, webinars, an Annual Review and, when needed, tailored reporting, giving donors a deep insight into the work of the communities their funds support.
Flexible giving options
We can set up an Endowment Fund or one off grant making (a Flow Through Fund) which can be tailored to suit a donor’s requirements. Donors can also choose to pool their funding to support our flagship programme, Including Communities.
Professional investment management
Due diligence & administration
We take care of all the due diligence, accounting and reporting to the Charity Commission for each of our donor funds. This means we offer a much simpler approach than setting up a new stand-alone Charitable Trust or Foundation.
Grant giving expertise
Our Grants team works with community groups on their applications for grants, giving them advice and support throughout. Applications are carefully assessed to ensure grants are only made to groups which fulfil our stringent due diligence requirements – assuring that we are safeguarding donations.
Download your guide
This guide has been carefully designed to support professionals who may be advising clients on their philanthropic giving. It is available to download as a PDF. Please contact us if you would like a printed copy.
Speak to us
If you have any questions, please contact:
Lucy Walford, Philanthropy Manager
Call: 01962 798691
Email: lucy.walford@hiwcf.com
