Introducing Your Client to Philanthropy

Philanthropy is a very personal decision. As a trusted advisor, you can open your client’s eyes to a variety of charitable options.
Significant giving opportunities often arise when clients are making major business, personal and financial decisions. Our staff can work with you and your client to recommend the best charitable solution.

Seven questions for financial advisors and solicitors

• Do I have clients who care deeply about their local community?
• Do they give to more than one charitable cause?
• Are they interested in creating a personal or family legacy in their community?
• Are they considering the creation of a private foundation, but concerned about cost and administrative complexity?
• Would they like to stay personally involved in the use of their gift?
• Do they want to receive maximum tax benefit for their charitable contributions under Irish law?
• Do they place a priority on sound financial management of their contributions?
• If you answered yes to any of these questions, your clients would benefit from knowing more about The Community Foundation for Ireland.

We work with advisors to enhance the services clients seek from you and your firm- always respecting and working within the relationships you have developed and lead with your clients.

For more information, please contact Niall O'Sullivan, Head of Fund Development on 01 874 7354 or by email nosullivan@foundation.ie