Professional Advisors

As a professional advisor, you may have clients who care about philanthropy or have charitable wishes or intentions. The Community Foundation for Ireland can help you to advise your client.

Many of your clients may already be donating regularly to the charities or community groups and programmes they care about. By partnering with The Community Foundation, you can make it easier for your clients to give effectively, they can be more engaged in their giving – but without the administrative hassle - and receive significant tax benefits.

We offer flexible services depending on your clients needs and can facilitate local and national giving and offer the expertise to help your clients fulfill their philanthropic or charitable goals.

As philanthropy or planned giving is relatively in its infancy here in Ireland we are here to assist you with advice, tools and information designed especially for Professional Advisors to help with introducing the prospect of philanthropy to a client.

We offer a full array of charitable solutions for your client depending on their needs, including:

• Donor advised funds offering donor involvement and an immediate tax deduction.
• A Permanent Endowment Fund funding the best community and voluntary groups on a local level. The endowment accepts gifts and bequests of any size and is an all-in-one way to meet critical needs on a community level.
• A full range of fund types that allow customised giving to support your client’s favourite nonprofits or causes.

With €25 million in assets under management, we provide expert investment management, a variety of investment options, and excellent returns for charitable investments.

When your clients have charitable needs, we can help you find the right solution. Contact Niall O' Sullivan, our Head of Fund Development on on 01-8747354 or nosullivan@foundation.ie, or sign up for our e-newsletter for professional advisors to stay abreast of trends in giving and receive invitations to exclusive events for advisors.