Professional Advisors

As a professional advisor, the opportunity you have to help your clients achieve their philanthropic goals is both a privilege and a challenge.

We want to be a resource for you as well as a philanthropic partner for your clients.

Your clients may have several reasons to explore the idea of philanthropy. Whether a donor wants to give during or after their lifetime, The Acorn Foundation will work in partnership with you to help your clients fulfil their financial and charitable goals.

Here’s how we can help:   

• We work with you. You stay in control of your client relationships – we’re here to help you provide a full range of services to your clients.
• We are experts on charitable giving. We can tailor giving plans to meet your clients’ particular needs.
• We are knowledgeable about our community. We can help your clients be as effective as possible in their giving.
• As a registered charitable trust, we offer the advantages of efficient administration and effective management. Starting a fund at the Acorn Foundation is a cost-effective and efficient option
• You can help make a difference in the lives of your clients. By partnering with us, you may be able to help your clients derive the most effective benefits for their personal financial plans, leave a legacy in the community, and teach their children about philanthropy. 

  Below you can find guidance notes to help you complete all of the steps required to set up a fund.