Berkshire Community Foundation would like to invite you to our Professional Advisors Breakfast Meeting.
The briefings are aimed at financial advisors, solicitors and accountants working with private clients to help plan and make the most of their charitable giving.
As a professional adviser, you will have clients who care about and want to give something back to their community, but may not know where to start. 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. At this breakfast meeting we will outline the different ways in which we can work with you and provide you with information to take away to share with your colleagues and clients.
Breakfast will be provided with an assortment of hot wraps and rolls along with a selection of teas, coffees and fruit juices. Please do let us know about any dietary requirements you may have.