Professional Advisor Services

Add our expertise to your professional services offering

People want their charitable giving, like any other form of investment, to yield more than just a satisfactory return and are increasingly turning to their professional advisors for specialist support and advice. By adding Foundation Derbyshire’s expertise to your professional service offering we can help you to meet your clients’ philanthropic needs.

Key Points for Your Clients

Giving through Foundation Derbyshire is:

  • A flexible and easy alternative to setting up a charitable trust
    We deal with all legal and regulatory requirements, fund administration, investment management and grant assessment.
  • Enjoyable, rewarding and local
    Visit the projects that you have funded and see the impact that your generosity is having on your community.
  • A personalised service
    We give you the freedom to achieve your charitable objectives in perpetuity.
  • Tax efficient
    The Foundation is a registered charity, enabling you to take advantage of tax breaks, such as gift aid.
  • An opportunity
    Turn a change in circumstance, such as selling a business, retirement or an inheritance, into an investment in your community.
  • Tailored to your needs
    Be involved as much or as little as you wish – be briefed about community issues, areas of need and new funding opportunities or let our expert team of grant assessors direct your funding to those that need it most.