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 work with a wide range of professional advisors to support you in advising your clients when they consider their charitable giving. We have over 17 years’ experience matching donors with the local causes they care about; 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 have an informal chat about how we can work with you, please contact Lucy Wells, Development Director.

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