Do you have clients who want to make a positive impact in their community? We’re meeting more and more people who are passionate about using personal, family or business wealth to take on challenges they see on their doorstep. And with some parts of Sussex among the 10% most deprived areas in England, we know the challenges are there to be solved.
As a professional advisor, you will want to find the most efficient and effective route to achieving your client’s philanthropic goals. And this is where we can help. We partner with professional advisors such as solicitors, accountants and wealth managers, to help their clients invest their resources in the local charities and community groups who need it most and can use it best.
We’re people who want to make an impact too. Our passionate and motivated staff team has expertise in grant-making, philanthropy, local community needs and finance. They’re overseen by a trustee board of experienced local people, many with legal, financial and professional backgrounds.
Contact our Philanthropy team at info@sussexcommunityfoundation.org to find out more about how we can help. Or follow us on LinkedIn to read more of our giving stories.
Read our leaflet ‘Expert Local Philanthropy Advice’ for Professional Advisors here
There are many options to explore depending on their circumstances and type of gift. These can include:
It varies depending on how the clients give. To set up a Donor Advised Fund, we would recommend a minimum £25k investment to ensure a sufficient annual return for grant making. We are happy to explain how a gift is invested and what returns can be expected.
No minimum investment is required for legacies or to give to our funding priorities, which are pooled funds.
We can accept gifts in cash, shares, land, property and even things like artwork. Each donor is different, and we work on a bespoke, case-by-case basis.
Yes, and many of our donors choose to.
Yes. They receive annual impact reports which give a full breakdown and case studies, and we can also arrange visits to the charities they fund.
“I have always seen real value in what Sussex Community Foundation has to offer to our clients. The client can set up their own fund with them, which is a very effective way of managing money whilst still being involved in making decisions on grants – but without the admin and the other boring bits.”
