Professional Advisors
We work with Professional Advisors across the county to help their clients build a stronger Norfolk.
Professional Advisors who recognise the importance of the work of local charities often introduce their clients to us, providing them with a simple and effective way to support local causes and organisations that are meaningful to them.
As a Professional Advisor, you have a unique opportunity to help your clients make a lasting impact in their community through charitable giving and philanthropy. We can work together to help your clients with the best possible advice on rewarding, efficient giving and philanthropy, providing a route to making a difference that is safe and secure.
Did you know that 66% of wealthy individuals expect their Professional Advisors to give philanthropic advice?
At Norfolk Community Foundation, we understand the importance of a tailored approach to gifting, and we have identified different solutions for those clients who prefer a more flexible giving model.
Leading with one simple question “Have you thought about philanthropy and charitable giving?” could be transformational. Timing is key and is often when clients are thinking about major financial decisions, such as:
- Wealth & estate planning
- Writing or revising a will
- Planning for retirement
- A change in tax rates
- A life-changing event – an inheritance, property sale or sale
of a business - A change in circumstances, transferring a business to
children or realising they can’t pass on all of their retirement
fund
How can we support your clients?
Interested? Talk to Sara and Judy
