Professional Advisors

Professional Advisors in the legal, accounting and financial sectors are often in a position to advise their clients about charitable giving – though few specialise in this area.

The Community Foundation in Wales is a one-stop vehicle for meeting your clients’ charitable and financial objectives. 

We add our expertise to yours to ensure your client makes educated decisions while selecting from a full spectrum of options.

It’s good for your business, your clients and the community

If you’re like many professional advisors, you’ve hesitated to raise the subject of philanthropy with your clients. 

However, research shows that wealthy people are eager to learn more about charitable giving from their professional advisors. 

In other words, if you make an effort to become better informed about the pivotal role philanthropy can play in estate planning, your clients will thank you.

We are a professional grant maker who understands the needs of the community.

We can target money precisely, in terms of both a geographical area and an area of interest.

All groups are assessed before grants are made and monitored to ensure donations are not wasted.

Giving Back to the local community

Most importantly your clients have the opportunity to make a real difference to life in Wales and, in partnership with us, you can help them achieve their charitable aims in an effective and efficient way.