Professional Advisors

We can help you advise your clients when they consider philanthropy and charitable giving. As individuals’ understanding of social needs and their role in supporting their community increases, there is growing interest to learn more about philanthropy, effective charitable giving and the options available to them. We have over 20 years’ experience matching donors with causes they care about. Our community knowledge and expert philanthropy advice means we can help your clients make the right choices about how, when and what to give in line with their wishes and means.

Our Work with You
By working with Devon Community Foundation, you and your clients can benefit in a number of ways:

  • We are local – your clients’ funds will be used to support the local community in which they live and work. They can visit projects and see for themselves the positive impact that their charitable giving achieves
  • We are impartial – you may be reluctant to recommend specific charities to your clients for reasons of impartiality. We do not favour any one particular cause or theme
  • We are flexible – with a named family fund (which operates in a similar way to a charitable trust), your clients choose the causes they wish to support. Grants can be made to charitable causes and not just registered charities (for example, improving health and wellbeing or access to learning and improving skills and employability). Clients can change their focus at any time which enables them to respond quickly to emerging social need and can be involved as little, or as much as they like, in the grant making process
  • We are quick and efficient – we can set up a named fund after one meeting rather than waiting several months or longer to register as a charitable trust
  • We make giving easy – we promote the fund and invite applications from community groups, review applications, provide summaries of the projects, check validity and that the charity’s or community group’s project falls within the Foundation’s charitable objectives. Eligible projects are presented to your client for funding decisions, we then arrange for the awards to be made and undertake monitoring to ensure the money has been spent on the project and to measure the impact it has made
  • We are knowledgeable – we have unparalleled knowledge of local community need and can match your clients’ interests to specific projects, causes and initiatives