Surrey Lawyer Autumn 2020

Page 30

LEGACIES

Bringing together your clients with local causes that matter to them

L

eaving a legacy gift to local causes is often important to those considering making a bequest, but with 6,000 charities and community groups in Surrey alone, it can be difficult to make a choice that supports the area of interest your client is most passionate about. The Community Foundation for Surrey is an independent charitable foundation, that brings together local donors with those providing positive solutions to the many challenges within our communities. As a result of the generosity of Surrey residents, through both living gifts and legacy gifts, the Community Foundation has awarded close to £15 million in grants to inspirational local charities and community groups since establishing in 2005. All donations are directed towards the most urgent needs across our county, to make a real and lasting difference to the lives of local people. Our committed and supportive team will work with your client to help establish their wishes for a gift in their will – for example, to donate to charities in a particular borough of the county, or to an area of interest such as mental health or young people. We will ensure their gift will be looked after for the long term, including the option to create an invested endowment fund to allow your

Together we can help advise your clients on their local giving

client’s legacy to continue long into the future through their own named charitable fund. These funds will be managed in accordance with the expressed wishes of the donor. The Community Foundation also offers peace of mind to you and your client that appropriate due diligence will be conducted on any charity prior to a donation being made, and that if a named charity has ceased to exist when the legacy gift is released, the donation will be distributed to similar good causes working in the specified area. With charitable legacies growing each year, this is an important subject for many families when forming their wills. It is already predicted that by 2050, the UK legacy market with have grown to over £5 billion. The Community Foundation for Surrey would be delighted to work with you to support and advise your local clients. From a bespoke solution to a number of collective giving funds across the county, we can help ensure that donations go to where they are most needed at the time the gift is released. Together we can help advise your clients on their legacy gift and local giving. Please contact us on 01483 478092 or at www.cfsurrey.org.uk. ■

■ Philanthropy advice to help your clients connect with local good causes ■ Legacy gifts to local charities ■ Long-term invested charitable endowment funds ■ Benefit from our expert knowledge of thousands of Surrey charities The Community Foundation for Surrey is an independent foundation which, for over 15 years, has been bringing together those within the county in a position to give with those acting to provide positive solutions in our communities. We connect donors with Surrey charities and community groups providing vital services for local people, offering them a vehicle for their giving which enables them to make grants to the causes they are most passionate about.

01483 478092 | www.cfsurrey.org.uk Company Registration No. 5442921 | Charity Registration No. 1111600

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Bringing together your clients with local causes that matter to them

2min
page 30

Supporting children with cancer through adversity

1min
page 29

Angus

1min
page 28

Help change an older person’s life

1min
page 27

Why sell a probate property at auction?

1min
page 26

Making the most of a buoyant property market

3min
page 25

Join your colleagues to support access to justice in Surrey

1min
page 19

Stories from the pandemic

5min
page 21

Mediation Post Coronavirus

4min
page 23

COVID-19: Absences – a practical guide

4min
page 20

SLS Insight with James Scozzi

4min
page 22

Brexit: How will Intellectual Property Rights change after the transition period?

6min
pages 18-19

CEO Report

4min
page 7

Local News

13min
pages 10-13

The Law Society: Diversity & Inclusion

4min
pages 15-16

Surrey Junior Lawyers Division Report

2min
page 17

Council Member’s Report

3min
page 16

Officers

2min
page 6

President’s Jottings

4min
page 5

SLS Legal Awards 2021

4min
pages 8-9
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