Supporting you to meet your client’s philanthropic goals
Partner with Heart of Bucks to create trusted, long-term charitable giving with local impact.
Help your clients give with confidence
When clients begin to consider charitable giving as part of their financial planning, Heart of Bucks provides professional advisers with trusted, locally focused and flexible philanthropic solutions. We work alongside advisers to help their clients support local causes, both now and in the future. These can be tailored over time, enabling them to respond to changing personal priorities and emerging local needs without committing to decisions that may become less relevant in the future.
Give now
Help clients create a living legacy through flexible giving structures, including donor advised or discretionary funds and endowments. Heart of Bucks provides trusted, locally focused solutions to support the causes and communities they care about, managing the grant-making process, due diligence and reporting on their behalf.
Prepare now
A legacy gift through Heart of Bucks offers clients a simple, flexible and enduring way to support local communities for generations to come. We work with professional advisers to ensure charitable wishes are fulfilled with care and good governance, enabling funds to adapt to future needs while remaining true to the values and causes that matter most to them.
Transfer a Trust
Clients responsible for managing a charitable trust may find it increasingly difficult to meet evolving governance, compliance and administrative requirements. Heart of Bucks can help transfer dormant or under performing trusts into a well-governed charitable structure, ensuring assets continue to deliver local impact while honouring the original charitable purpose.
Frequently Asked Questions
Yes, Heart of Bucks can create a tailored giving structure to support your client’s charitable aspirations, without many of the costs and administrative burdens associated with establishing a standalone trust.
