Advisers: Ways your clients can donate

Partnership with professional companies

Border Asset Management

Border Asset Management (BAM) is a locally based investment management company.
The Community Foundation has developed a fund at BAM through which existing and new clients can make charitable donations.
BAM recognise the importance of providing their clients with a highly personalised, flexible, bespoke service. BAM clients can either opt to contribute to their own named fund or to the Foundation's Cumbria Communities Fund.

Coutts Bank Personal Fund

The Coutts Bank Personal Fund is a named fund that is held and managed by the Community Foundation on behalf of Coutts Bank customers. This is a new service for Coutts clients, introduced because of the growing interest in local philanthropy.

 

For further information on ways your clients can donate please choose from the links below:

Partnership with professional companies
Management of independent charitable trusts
Corporate funds
Transfer of a charitable trust
Legacies
Gifts of shares

updated 20.09.06