This event is designed to inspire and equip professional advisors with the knowledge and tools to guide their clients towards impactful, local philanthropy.

Philanthropy is not just about giving - it’s about strategic generosity that aligns with personal values, maximises impact, and strengthens communities. By working collaboratively with Wiltshire Community Foundation (WCF), professional advisors can play a vital role in helping clients unlock their giving potential and support causes that matter to them.

The landscape of philanthropy is evolving, and understanding how charitable giving fits into financial planning, wealth management, and legacy discussions is more important than ever.

What to Expect:

Attendees will:

Gain insight into the role of WCF and how it supports local communities.
Understand the current philanthropy landscape and trends in giving.
Learn how philanthropy can align with client goals, whether for tax efficiency, legacy planning, or personal impact.
Receive practical tips on guiding clients through their charitable giving decisions.
Explore ways to collaborate to unlock greater giving potential for individuals, families, and businesses.

Event Agenda:

09:30 - Arrival and welcome refreshments

An opportunity to network with fellow professionals, guest speakers and members of the WCF team.

10:00 - Welcome and opening remarks

Welcome from WCF Joint Chief Executive Fiona Oliver.

The power of professional advisors in shaping philanthropy.
Breaking myths: The UK’s philanthropy landscape.
How local giving in Wiltshire & Swindon makes a real difference.

10:10 - Partnering with WCF - opportunities for advisors

Introduction to how WCF works in partnership with professional advisors.

How WCF collaborates with professional advisors to support clients’ giving goals.
An overview of donor-advised funds, charitable trusts, and legacy giving options.

10:25 - Why philanthropy matters - local giving in action

Facilitated by Oliver Selfe, this session showcases inspiring personal stories of philanthropy with opportunities for audience Q&A.

The Dan Webber Fund - Sue Webber
The Phipps Family Fund - James Phipps

11:10 - Refreshment break

11:25 - Navigating philanthropy with your clients

Facilitated by Samantha O’Sullivan and Elizabeth Webbe, this session explores how professional advisors can confidently guide their clients in integrating charitable giving into financial planning and long-term wealth management.

Strategies for integrating charitable giving into financial and estate planning.
Overcoming common challenges in discussing philanthropy with clients.
Aligning philanthropy with corporate CSR and SDG goals.
How WCF can help advisors offer tailored, tax-efficient philanthropic solutions.

12:15 - Understanding the local need

WCF Director of Partnerships Margaret Firth will demonstrate how WCF uses insight, community knowledge and connections to target support where it’s needed most, with an opportunity for delegates to explore the Local Insight tool to increase understanding of local needs and the issues that affect our local communities.

12:45 - Closing remarks ‘A vision for the future’

Reflections on the role of professional advisors in local philanthropy and the opportunities for meaningful collaboration to create lasting impact.

13:00 - Lunch and networking

Continue conversations, connect with peers, and explore partnership opportunities over lunch.

14:00 – Event close

About Wiltshire Community Foundation (WCF)

Wiltshire Community Foundation is an independent charity, established in 1975, which exists to tackle disadvantage and strengthen local communities by inspiring philanthropy and supporting the voluntary sector.

WCF’s mission is to grow sustainable funding for Wiltshire and Swindon, forge partnerships and create a culture of giving that helps meet local needs and empowers the voluntary sector to tackle challenges and seize opportunities Through grant-making, WCF provides vital funding to local charities, community groups, and individuals, supporting projects that address issues such as poverty, education, mental health, and social isolation.

WCF collaborates with financial planners, wealth managers, accountants, solicitors, and other professional advisors to help clients integrate charitable giving into their financial and legacy planning. By partnering with WCF, professional advisors can help their clients give with confidence, knowing their generosity will be maximised and managed effectively for the benefit of local communities.

Why Attend?

🌟 Enhance Your Knowledge – Gain valuable insights into philanthropy and its role in financial planning.
🤝 Expand Your Network – Connect with like-minded professionals in the advisory and philanthropy sectors.
💡 Take Away Actionable Ideas – Learn practical strategies to help clients make informed and meaningful giving decisions.

Join us for an engaging and informative event that will inspire new conversations and deepen your understanding of how philanthropy can be an integral part of your client advisory work.

Ticket price includes lunch and refreshments.

Register now to secure your place!

Advising for Impact: Integrating Philanthropy into Client Strategies