SUPPORTING YOUR CLIENTS' PHILANTHROPY
Enhance Your Client Relationships Through Strategic Philanthropy
Do your clients come to you for advice on philanthropy? Are they interested in making an impact in their local community? Or perhaps they’d like to leave a lasting legacy to help others in the future?
We work in partnership with many professional advisers, combining our valuable expertise with yours to provide the best solutions to suit your clients' wishes.
Supporting Your Clients to Give with Purpose
Did you know that donors give on average 17 times more when they are supported by their professional adviser on their philanthropic journey? (source: Philanthropy Impact, 2020)
We collaborate with financial advisers, estate planners, and lawyers to help your clients align their wealth with their values—through thoughtful, tax-efficient, and impactful giving.
Why Philanthropy Matters to Your Clients
Today’s clients are increasingly seeking deeper meaning and social impact in how they manage their wealth. Whether through legacy planning, charitable trusts, or strategic grantmaking, philanthropic planning is becoming a central part of comprehensive wealth management.
By integrating philanthropy into your service offering, you:
- Strengthen client relationships
- Differentiate your advisory practice
- Support multigenerational wealth conversations
- Provide additional value with tax-smart giving strategies
How We Support You
Working with Foundation Scotland can enhance your offering. We work alongside you, bringing deep knowledge of charitable giving and an understanding of local needs in Scottish communities.
We provide your clients with:
Simplicity: We take care of the administration of setting up your clients’ fund.
One-stop shop: We support your clients to create a giving plan that can encompass a variety of their interests and multiple charities, allowing for greater efficiency and also privacy.
Flexibility: Your clients have the freedom to update their giving at any time, including the causes they give to, the size, and timing of gifts, based on their evolving needs and interests.
Community: We help your clients advance their philanthropy, going beyond donations. We encourage connection with other philanthropists and causes.
Strategy: We help your clients develop a customised strategy to meet their charitable goals.
Services: We offer a range of fund options, from administration to full open grant programmes and a donor portal.
A Collaborative Approach
We know your clients trust you, and we’re here to build on that trust. Our approach is collaborative, discreet, and always has your client’s broader goals in mind. Whether you're new to philanthropy or highly experienced, we provide the right level of support.
