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.
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.
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.
