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PROFESSIONAL ADVISORS

Only one in five professional advisors say that they offer philanthropy advice to their clients, despite the fact that 95% of wealthy individuals give regularly, according to the research by Philanthropy Impact.

Community Foundation in Wales works with professional advisors to better inform their clients of the various giving options and how they can make a difference to their local community.


What can we offer your private clients?

 

There are three kinds of fund available to your clients:

For more information on any of these funds, click here.

  

Our Cost Model

Community Foundation in Wales is a charity. To cover the costs of managing our client's funds, fundholders contribute the following:

 

  

 

Professional Advisors Briefing Pack

Introduction to the Foundation

Our services

Leaving a gift in your will

Trust Transfers

Benefits of setting up a fund

10 reasons to work with the Foundation

 

 

To discuss your options further please call Katherine Evans, Development & Governance Officer on 02920 379580 or email katherine@cfiw.org.uk.