Supporting you in guiding your clients’ charitable giving

When it comes to supporting your clients’ charitable aims, we’re here to help. Our experienced philanthropy team offers resources, insights and practical support, working with you to help you guide your clients.

Through Quartet, their generosity can help strengthen local charities and inspire lasting, positive change in the West of England.

Set up a fund
  • We value long-term relationships with professional advisers and welcome the opportunity to meet with you and your team. We are happy to share insights into our work, our partnerships, and the ways we can support your clients’ philanthropic goals.
  • We also offer tailored training for professional advisers, whether one-to-one or for your wider team, to help you feel confident in guiding clients on charitable giving.
Leave a legacy
  • We provide expert advice so your clients feel confident and positive about their charitable giving.
  • A dedicated philanthropy adviser will collaborate with you and your client to provide a bespoke philanthropy advice service that meets their individual needs.
  • Our thorough due diligence processes offer peace of mind and ensure that the charitable organisations supported are rigorously assessed.

People transfer a trust to Quartet for various reasons: to better achieve their charitable objectives, enhance the impact of the grants they make, to reduce administrative burden on trustees, or when trustees retire.

By leaving a legacy through us, your clients can benefit their community for generations to come, creating lasting value for local people.

Helpful resources for conversations with your clients

Professional help.
Powerful change.

Reflections:

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