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Professional Advisors

Work with us to help clients create meaningful local impact.

Today's clients increasingly want their wealth, values and legacy to work together. Berkshire Community Foundation helps solicitors, accountants, financial planners and wealth advisers support charitable giving with confidence.

We provide expert local knowledge, flexible giving solutions and trusted stewardship that complement your professional advice.

Why Philanthropy Matters

Research consistently shows that clients value conversations about purpose, legacy and impact alongside traditional financial planning.

By introducing philanthropy into client discussions, advisers can strengthen relationships and help clients achieve meaningful personal goals.

72%
of financial advisors do not include philanthropy in their initial fact finding meeting with clients.
28%
of professional advisors say they don't know where to signpost a client for help with philanthropy.
2x
Young investors (aged 21 to 41) are twice as likely as their parents to choose a wealth advisor who provides charitable planning advice.
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Why Partner with BCF?

  • Over 40 years of local expertise

  • Deep understanding of Berkshire's communities

  • Trusted governance and stewardship

  • Flexible, cost-effective giving solutions

Together, we can help clients transform generosity into lasting local change.

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How We Support You

  • Local philanthropy expertise

  • Tax-efficient giving structures

  • Bespoke charitable funds

  • Legacy planning support

  • Connections to grassroots organisations

  • Due diligence and impact reporting

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Solutions for Your Clients

Whether your clients want to:

  • Establish a charitable fund

  • Make a significant one-off gift

  • Leave a legacy in their Will

  • Create a memorial fund

  • Develop a family giving strategy

We can help design a solution that reflects their ambitions and values.

Donate Today

Every gift helps strengthen communities across Berkshire.

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