Maximising the impact of your charitable giving

Karen Morris of the Community Foundation for Lancashire

More than ever, individuals and businesses are proactively looking at the benefits of charitable giving as part of their financial planning.

However, whilst they may want to give back to causes close to their heart, they may not know where to start.

The role of the Community Foundation for Lancashire is to support individuals and business owners to make informed charitable investment decisions, and our team can help you explore the options open to you.

Setting up your own charity from scratch and promoting it is a huge commitment that many can’t make.

However, we can take the stress out of promoting and managing a trust, by implementing an off-the-shelf charitable foundation that is bespoke to your needs.

Moira O’Shaughnessy is managing partner of Financial Planning Corporation; her client, the Christal Foundation, supports Burnley communities.

She explains: “Setting up your own charity from scratch and promoting it is a huge commitment that many can’t make. However, the Community Foundation makes it all so easy.

“It’s an off-the-shelf charitable foundation but bespoke to your own needs. We view the Community Foundation as a key partner as we help our clients make a difference locally.”

Our ‘one-stop-shop’ support service ensures a robust approach, and that any investment is in safe hands. Our expert advice, sound management, and due diligence support service, makes charitable giving easy, tax-efficient and robust.

Like any financial decisions, you will want to see your return on investment, and the positive social impact your giving has made. This is all part of our bespoke service.

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