Bringing together your clients with local causes that matter to them

Bringing together your clients with local causes that matter to them

Leaving 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 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. ■