Reasons for working with us

1. It's good for your business, your clients and the community

Research shows that wealthy people want to learn more about charitable giving from professional advisors. We can help you approach the subject of philanthropy. We can help you become better informed about the role philanthropy can play in estate planning. It can add an important element to the service you offer.

2. It's Timely

Each change in your client's financial or family circumstances is an opportunity to talk about philanthropy. By creating a charitable Fund, you can help your clients avoid taxes.

Key opportunities for presenting charitable options :-

Utilizing disposable income
Financial planning or investment strategy review
Realization or maturity of an investment
Disposing of property or shares
Disposing of a business
Inheritance tax, estate and Will planning
Planning for and at time of retirement

3. Professional Grant Maker

We are professional grant makers. We understand the needs of the local community. We can target money precisely, both by geographical area and by topic. Groups are assessed before grants are made and monitored to ensure donations are not wasted.

4. Service to Donors

We seek to match donor interests with community needs and give them the opportunity to reach small local groups. Donors can send requests for support from local charities to Buckinghamshire Community Foundation who will respond on their behalf. We aim to help all sections of the community. Whatever your client's local charitable interests are we can assist them in achieving their goals.

5. Excellent Knowledge

Buckinghamshire Community Foundation has over 8 years experience of local charities and understand local issues and needs.

6. Transfer of Charitable Trusts

Occasionally trusts decide it is the right time to wind up their affairs because:

The original charitable objectives have been fulfilled
Administration has become too time consuming or
Trustees wish to pass on the responsibility. When this happens, we assume management of long established charitable trusts. We recreate them as Funds within Buckinghamshire Community Foundation. Trustees can choose to remain as advisors to the Fund.

7. Preserve Anonymity

We respect the requests of all our donors. If a donor wants to remain anonymous then a specifically Named Fund can preserve their identity.

8. A flexible alternative to a charitable trust

Each fund is individually named and has set criteria decided by the donor. The Named Fund comes under the charitable status of Buckinghamshire Community Foundation. It is governed by our Board of Trustees. Your clients will not need to set up their own group of trustees. Adherence to charity law will be our responsibility.

9. For Companies

Your client's company can achieve its corporate charitable objectives by making grants to local groups. A Named Fund promotes the corporate brand. Involving staff in the grant making process improves morale and adds value to jobs. We have strong relationships with local press.

10. Giving Back to the Local Community

Your clients have the opportunity to make a real difference to life in Buckinghamshire. With Buckinghamshire Community Foundation, you can help them achieve their charitable aims.