Advisers

Cumbria Community Foundation works with professional advisers to meet their clients' charitable needs. We are confident we can work closely with you to provide a professional service that helps you do more for your clients.

The Foundation is able to provide your clients with an efficient, cost effective alternative to a charitable trust. A fund through the Foundation works just like a charitable trust. Named funds are developed to reflect the exact wishes and interests of donors with the criteria and operation of the Fund agreed with each client.

One recent example is the Janetta Topsy Laidlaw Fund.

If you would like to discuss how we can help your clients, or if you would like copies of our Professional Advisers' Guide for your office, please contact Andrew Beeforth, Director, on 01900 825760 or at andy@cumbriafoundation.org.

 

updated 11.08.2008