
Chartered Financial Planner, Hansford Bell
As a professional advisor, you will have clients who care about and want to give something back to their community, but may not know where to start. They are probably already supporting a number of different charities, but may have reached the point where they would like to take a more strategic approach, or to consider charities and activities closer to home.
From the client who wants to make an immediate philanthropic impact, to the couple hoping to leave a legacy, to the family who want to establish a memorial fund in honour of a loved one, we can help you find the best solution – tailor-made to ensure that the wishes of your client can be acted upon.
We regularly run short, informative seminars to upskill professionals to advise about philanthropy, and we can visit your firm to deliver a special session on request. If you would like to find out more, download our factsheets below, or contact us.
Individuals & familiesCorporate givingOxfordshire UncoveredOur Donors & FundholdersOur Groups
When Paul Thompson died of a sudden cardiac event, his wife and friend created a named fund in his memory that is used to fund life-saving defibrillators.
Withy King’s patron fund with OCF helps us deliver a professional, efficient service to our donors and grant recipients, and helps them become more strategic with their charitable giving.
This named fund, which helps children discover a love of books, was created in memory of Maggie Evans, who took her own life aged just 29, after a short but intense illness with depression.
Charity Mentors is a service that helps charity leaders analyse strategic challenges and find the best way forward, coached by an expert in the field.