Working in partnership with Professional Advisors
There is an increasing need for professional, expert advice and guidance regarding charitable giving. We’re here to help.
According to research conducted by the Charities Aid Foundation:
• Over half of high-net-worth clients aged 18-34 and 35-54 express the desire for advisers to assist them with philanthropy.
• only a small 5% of advisers feel 'very confident' discussing philanthropy.
Numerous local firms haven’t the ability to offer tailored philanthropy advice internally. As experts in giving, we’re here to help.
The UK Donor Advised Fund (DAF) Giving sector is experiencing rapid growth, with a remarkable 37% increase in 2022, reaching £868 million annually. Projections suggest that this figure is likely to approach £1 billion annually in the UK by 2023.
According to McKinsey's 2020 report, a significant 87% of next-generation heirs opt for a different advisor than their parents.
Who to talk to
Zoe Coltart
(She/Her)
Fund Development Manager
01483 958307
zoe@cfsurrey.org.uk
Mon: 8am-6pm
Tues: 9am-2.45pm, 3.30-4.30pm
Wed: 9am-5.30pm
Thurs: 9am-2.45pm, 3.30-4.30pm
We're here as your free bolt-on philanthropy service, helping you go above and beyond for your clients.
Our expert team offers professional, unbiased guidance on charitable giving, directing your clients towards impactful ways to make a difference. Collaborating with solicitors, accountants, financial planners, and tax professionals in Surrey, we assist local clients in giving back to their community in a meaningful way.
We provide a range of options for private clients who are interested in:
Setting up a Personalised Fund
Offering a flexible alternative to establishing a conventional charitable trust, giving your client all of the benefits and none of the administrative responsibilities.
Contributing to an Existing Fund
Providing a range of options for donors who wish to pool their funds with other like-minded donors.
Starting an In Memory Fund
Supporting those who wish to set up a charitable fund in memory of a loved one.
Tax Effective Giving
Giving to CFSurrey can result in highly attractive tax relief on donations.
Transferring an Existing Charitable Trust
We can support and manage the administrative burdens of established charitable trusts.
Leaving a Legacy or Gift in their Will
Supporting individuals who wish to leave a lasting gift to a range of organisations.
Sally, Charles Russell Speechlys
“We deeply trust their professionalism, evident in their thorough due diligence process and profound understanding of Guildford's needs.
Their effective communication keeps us informed, and our staff's enthusiasm towards the fund is palpable. Plus, we are delighted to share their impactful stories for our PR efforts.”
Download our guides here
Discover more about our services and how we can work together to help your clients give well in Surrey.
