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Professional Advisors
We can support your clients to make the most of their charitable giving

Cheshire Community Foundation provides a cost-effective, truly bespoke and very flexible resource for accountants, financial planners, lawyers, investment advisors and other professionals wishing to support their client’s charitable giving.

Our extensive knowledge of the local charitable landscape means we can offer your clients a host of options to support the causes and places close to their heart, always directing their giving to where it is needed most.

We can help with:

We make giving easy and enjoyable. We proactively seek out the charities and projects that are making the biggest difference in Cheshire. We review the grant applications, provide summaries of the projects, perform extensive due diligence to thoroughly check their eligibility, follow their progress and report back to your client on the impact their giving has had. Your clients can visit projects and see for themselves the positive impact that their charitable giving achieves or they can remain completely anonymous.

We have been fortunate to have worked with the team at CCF on a number of occasions over the past few years. As Wealth Managers, we are finding more and more investors are considering an increase in their charitable donations and we often mention the fabulous work of the CCF to them. It is another avenue for our clients to consider, in terms of passing wealth to those in most need and to benefit from a more favourable tax regime.

Myles Cooper
Brewin Dolphin

For a confidential chat about the services we offer.

Alternatively, Download our PDF Factsheet detailing types of funds available and the tax benefits of giving.