Integrating Philanthropy into Client Strategies

Please join us for an exclusive online event designed specifically for professional advisors who support clients in achieving their philanthropic ambitions. Hosted by Wiltshire and Swindon Community Foundation (WSCF), this event will explore how we can collaborate to guide clients toward impactful local giving.

What to Expect:

Attendees will:

• Gain insight into the role of Wiltshire & Swindon Community Foundation and how we support 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:

15:00 - Introductions

15:10 – Welcome and opening remarks

Welcome from Oliver Selfe, Philanthropy Director and Vicky Hickey, Joint Chief Executive.

15:30 – Local philanthropy landscape and overview of WSCF giving opportunities.

· How we collaborate with professional advisors to support clients’ giving goals.

· An overview of donor-advised funds, charitable trusts, and legacy giving options.

15:45 - Why philanthropy matters - local giving in action

Inspiring personal client stories of philanthropy.

· The Dan Webber Fund - Sue Webber

16:00 - Break

16:10 - Navigating philanthropy with your clients.

Our trustees and local solicitors Samantha O’Sullivan (Forrester Sylvester Mackett) and Elizabeth Webbe (Bonallack & Bishop Solicitors), explore 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 we can help advisors offer tailored, tax-efficient philanthropic solutions.

16:40 - Understanding the local need

Our Director of Partnerships Margaret Firth will demonstrate how we use 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.

17:00 - Closing remarks and close

About Us - Wiltshire and Swindon Community Foundation (WSCF):

Wiltshire and Swindon 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.

Our 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, we provide vital funding to local charities, community groups, and individuals.

Through our grants programmes and with the support of our partners, funders and the local voluntary sector, we have helped to positively change the lives of tens of thousands of local people every year. Together, we fund and enable projects across Wiltshire and Swindon that reduce poverty and disadvantage, reduce loneliness and isolation, and improve mental health and wellbeing. We also support initiatives that connect local people with arts, culture, heritage, and the environment, as well as supporting young people with their educational and entrepreneurial aspirations.

WSCF and Professional Advisors:

We collaborate 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 us, 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.

We want to make this event as accessible as possible for everyone. Please let us know if you have any accessibility needs or adjustments we can make to support your attendance.

Register now to secure your place!