How we work with Professional Advisors

As a lawyer, accountant, financial adviser or wealth professional, you're helping clients make important decisions about their future, their family and their legacy. Increasingly, clients want their wealth to reflect their values by supporting the causes they care about.

Hertfordshire Community Foundation (HCF) works alongside professional advisers to make local philanthropy simple, effective and rewarding. Whether your client is considering charitable giving during their lifetime, leaving a gift in their Will or creating a lasting family legacy, we provide the local expertise to help them achieve their philanthropic goals.

We complement your advice—we don't replace it. Our role is to provide specialist philanthropy expertise while you remain your client's trusted adviser.

Why partner with HCF?

Many clients want to support charities in Hertfordshire but don't know where to begin. They may be unsure which organisations to support, how to structure their giving or how to ensure their donation will have the greatest impact.

With more than 35 years' experience, HCF has an unrivalled understanding of Hertfordshire's voluntary sector. We know where need is greatest, identify emerging challenges and work with hundreds of local charities each year, giving us unique insight into where funding can make the biggest difference.

Our advice is always independent and impartial. We begin with your client's wishes, helping them create a giving approach that reflects their interests, values and ambitions.

How we support you and your clients

We provide a personalised, professional service that removes the complexity of charitable giving while maximising the impact of your client's generosity.

Working alongside you, we can:

• Develop tailored giving solutions based on your client's interests and charitable objectives


• Recommend trusted local charities and community organisations


• Structure giving in tax-efficient ways where appropriate


• Carry out charity due diligence and governance checks


• Manage grant distribution, monitoring and impact reporting


• Offer clients the choice of giving publicly or anonymously


• Support clients throughout their philanthropic journey, whether they are making a one-off donation or creating a long-term giving strategy

We can work directly with your clients or through you—whichever best supports your relationship.

Flexible ways to give

We offer a range of charitable giving options to suit every stage of a client's philanthropic journey, including:

• Gifts in Wills and legacy giving


• Personal charitable funds – providing many of the benefits of a private charity without the administrative burden


• Collective giving opportunities


• One-off or regular donations


• Anonymous giving where preferred

We can also support your practice by:

• Assisting with trust transfers


• Investing residual client balances so funds create lasting benefit for local communities rather than remaining inactive


• Providing flexible arrangements where funds can be returned if required

Why choose Hertfordshire Community Foundation?

When you partner with HCF, you can offer clients a trusted route into local philanthropy while enhancing the service you already provide.

As an independent charity with over 35 years' experience, strong governance and expert local knowledge, we provide confidence that every donation is managed responsibly and directed where it will have the greatest impact.

Together, we help your clients create meaningful change in Hertfordshire while enabling you to deliver a more holistic, values-led service.

Hear from one of our professional partners

In this short video, the team at Longmores Solicitors explain why they chose to work with Hertfordshire Community Foundation to support clients who want to give locally. They share how our partnership helps clients achieve their philanthropic goals while making a lasting difference to communities across Hertfordshire.