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Professional advisors
We work with solicitors, accountants, wealth managers and financial advisors to help their clients make the most of their giving.

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.

Client philanthropy services
We can work with you and your clients to help shape and develop a more structured approach to their charitable giving. We make it easier to give both locally and effectively by offering simple, cost-effective, and tax-efficient solutions. For example, if your client is considering establishing a charitable trust, we can offer a more convenient alternative in the form of a named fund.

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.

Briefing events for professional advisors
Our professional advisor briefings are an opportunity to hear OCF CEO Jayne Woodley outline a series of efficient alternatives to private trusts and charities. The briefings are aimed at financial advisors, solicitors and accountants working with private clients to plan their philanthropy, and are offered on a series of dates at a variety of times and locations. A new series of dates and venues will be published shortly. If you can offer a venue, or would like a personalised seminar for your firm, please get in touch.
Where residual monies on client accounts cannot be traced and returned to the original owner, professional firms are required to give these unclaimed balances to charity. OCF can transform unclaimed balances into an asset for the community, holding the funds in our endowment. This means that the capital funds are protected, and we can provide an an indemnity in case the original owner should seek recompense. In the meantime, the annual income earned from the interest and dividends can be distributed to local community groups. Find out more by downloading the factsheet below.
Social Investment Tax Relief (SITR) is designed to support charities and social enterprises in accessing certain debt and equity finance from individual investors, by offering 30% income tax relief. We can work with individuals or their professional advisors to help them benefit from incentives to invest in businesses with a social mission. Find out more by downloading the factsheet below.

Individuals & familiesCorporate givingOxfordshire UncoveredOur Donors & FundholdersOur Groups

Download our professional advisors leaflet
  • “It’s made such a difference to have a philanthropy expert on the team – and OCF make the whole process hassle-free and human for clients.”
    Steve Marker, Financial Planner at Hansford Bell
    Steve Marker
    Chartered Financial Planner, Hansford Bell
  • “As a firm, one of our core values is to actively support the community. By working with OCF we have the reassurance that our contributions will have an impact on local projects that will truly benefit. I am pleased that our unclaimed client monies – an issue all legal firms have to deal with – can become a force for good in Oxfordshire.”
    A silhouette of an anonymous person
    Chief Executive
    Large local law firm
  • “Working in partnership with OCF gives us the confidence we need as a local business to know our donations are making a real, long-term difference.”
    Graham Street
    Graham Street
    Withy King
  • “I did not know that an individual could set up a named fund with the community foundation – it seems especially useful for those who do not want the administration of setting up a new charity.”
    Alison Craggs
    Alison Craggs
    Blake Morgan
  • “OCF affords great opportunities to clients who need help or an alternative solution in a complex and regulated environment.”
    Paddy Gregan
    Paddy Gregan
    Brook Street des Roches

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Legacy for a Legend

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.

Royds Withy King logo

Royds Withy King

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.

Logo for the Maggie Evans Fund - a cartoon cat reading a book

The Maggie Evans Fund

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.

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Charity Mentors

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.