At Heart of Bucks we work with solicitors, accountants, wealth managers and financial advisors to help their clients make the most of their giving. If you have clients who care about their community and want to give something back, but do not know where to start, then we can help with our range of philanthropic services.
Philanthropic services for your client
We can work with you and your clients to help shape and develop a more structured approach to their charitable giving. We can also provide access to expertly researched evidence about local needs. We make it easier to give both locally and effectively by offering simple, cost-effective, and tax-efficient solutions.
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If your client is considering establishing a charitable trust, we can offer a more convenient alternative in the form of a named fund. See our comparative benefits table information sheet for more information about the benefits of this approach.
From 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. We’ll find the best solution that’s tailor-made to ensure that the wishes of your client can be acted upon and the issues they felt strongly about in life can be supported long after they have gone.
Dormant and unclaimed client accounts:
Heart of Bucks can help you to satisfy your legal obligations regarding use of unclaimed client funds, giving you the satisfaction of transforming the balances into an asset for your local community.
We will work closely with you to handle all transfers in confidence and with the upmost sensitivity and will be pleased to discuss ways of ensuring that you are protected in the unlikely event of a claimant coming forward at a later date.
The Charity Commission acknowledges that Community Foundations have a reputation for the effective management of charitable funds in order to maximise their impact at local level. As an established Community Foundation, affiliated to the UK Community Foundation, Heart of Bucks offers a range of services specifically tailored to meet the needs of charitable trusts and is well placed to be able to offer a comprehensive and tailor-made grant-making process.
Over the past 10 years Community Foundations have provided a safe haven for over 3,400 trust funds with asset transfers totalling in excess of £60m.