We work with a wide range of professional advisors by supporting them in giving client advice about their charitable giving. If you are a lawyer, accountant, financial planner or investment advisor we can help you support your clients to make informed charitable investment decisions.
We have have been matching donors with the local causes they care about since 2003; our knowledge and understanding of local needs mean we can guide your clients to have the greatest impact with their giving.
Whether setting up a named fund, making a one-off donation, a gift of shares or property or making provision in a legacy, WCF can give your clients the flexibility to choose precisely how, when and where they give. We can advise on:
- Tax effective giving
- Legacies
- Gift of shares
- Setting up a fund
- Transferring an existing fund
- Worcestershire’s needs
To learn more about partnering with us CLICK HERE
For a Guide to Giving for your clients CLICK HERE
To have an informal chat about how we can work with you, please contact Lucy Wells, Director.
07909 111812
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