OUR OFFER TO PROFESSIONAL ADVISERS

Our Head of Development and Philanthropy has written this blog post to give an overview of how we work with advisers to enhance their client services. Read our Guide for Professional Advisers for more in depth information about our philanthropy services. 

Devon Community Foundation offers a way for wealth managers, solicitors, will writers and other advisers to enhance their client services by providing an option for those who want to give effectively in the county they call home.

As more individuals look to make a meaningful local impact with their wealth, the demand for expert philanthropic advice is growing. By integrating philanthropy into their service, professional advisers can respond to this demand for values-led giving, strengthen client relationships, and stand out in an increasingly competitive market.

Here’s why this matters now: 

One in five affluent over-55s – and nearly three in five people aged 18 to 34 – say they’re more likely to work with advisers who offer philanthropic guidance.

Philanthropy can spark multigenerational conversations and foster loyalty – crucial when only four per cent of young inheritors plan to stay with their parents’ adviser.

Offering philanthropic advice helps engage and retain clients, whilst attracting the next generation.

At the heart of Devon lies a deep-rooted love for its people, landscapes, and communities. Devon Community Foundation provides a powerful way for individuals to give back to the place they care about, connecting generosity to local need in ways that are personal, lasting, and deeply meaningful.

By partnering with us, professional advisers can help their clients turn their affection for Devon into a legacy that supports and strengthens communities across the county. Whether through a named fund, a gift in a will, or considered lifetime giving, philanthropy becomes more than a financial decision – it becomes a force for good, supporting grassroots organisations and helping Devon’s communities thrive today and for generations to come.

As local experts in philanthropy, we work alongside professional advisers to:

Help clients give effectively, without the administrative burden of establishing and managing their own charity.

Provide bespoke giving solutions that reflect clients’ values and deliver long-term community impact.

Offer a trusted, compliant, and efficient route to charitable giving – saving time and adding value to their service.

We’re keen to raise awareness and build stronger partnerships with more advisers across Devon. There are simple, practical ways your clients can support vital grassroots work – without needing to set up their own charity.

If you’d like to explore how we can work together to strengthen communities across Devon through effective philanthropy, please contact our CEO, Mary Hancock, at mhancock@devoncf.com. She will be happy to arrange a chat. 

Find out more about giving


Read more about the groups we fund