Integrating Philanthropy into Client Strategies

Did you miss our fantastic Professional Advisor event in Salisbury this June? Good news — we’re bringing it to Swindon this October, and it’s set to be even more exciting at the stunning Dick Lovett Porsche Centre.

This event will once again provide the opportunity for solicitors, accountants, financial planners, and wealth managers to learn more about how they can collaborate with us to achieve their client’s charitable and philanthropic ambitions, and create impactful, local giving.

What to Expect:

Attendees will:

• Gain insight into the role of Wiltshire and Swindon Community Foundation (WSCF) and how we support local communities.
• Understand the current philanthropy landscape and trends in giving.
• Learn how philanthropy can align with client goals, whether for tax efficiency, legacy planning, or personal impact.
• Receive practical tips on guiding clients through their charitable giving decisions.
• Explore ways to collaborate to unlock greater giving potential for individuals, families, and businesses.

Event Agenda:

17:00 – Arrival, refreshment, food and networking

Evening grazing platter and drinks reception will be available upon arrival.

Tour of Dick Lovett Porsche and Ferrari

A guided tour of the prestigious Dick Lovett Porsche/Ferrari Dealership. Get an insider’s look at two of the world’s most iconic automotive brands, explore exclusive models, and discover what goes on behind the scenes at this state-of-the-art showroom.

18:00 - Welcome and opening remarks.

Welcome from Oliver Selfe, our Philanthropy Director and Vicky Hickey, our Joint Chief Executive.

18:15 – Dick Lovett & The Lovett Foundation

Welcome from Dick Lovett. The Lovett Foundation is a core funder of the national Care Leavers Programme, pledging £100,000 over five years in partnership with us.

18:20 – Local philanthropy landscape and overview of WSCF giving opportunities.

· How we collaborate with professional advisors to support clients’ giving goals.

· An overview of donor-advised funds, charitable trusts, and legacy giving options.

18:30 - Why philanthropy matters - local giving in action

Inspiring personal client stories of philanthropy.

· The Dan Webber Fund - Sue Webber

18:50 - Break

19:00 - Navigating philanthropy with your clients.

Our trustees and local solicitors Samantha O’Sullivan (Forrester Sylvester Mackett) and Elizabeth Webbe (Bonallack & Bishop Solicitors), explore how professional advisors can confidently guide their clients in integrating charitable giving into financial planning and long-term wealth management.

· Strategies for integrating charitable giving into financial and estate planning.

· Overcoming common challenges in discussing philanthropy with clients.

· Aligning philanthropy with corporate CSR and SDG goals.

· How we can help advisors offer tailored, tax-efficient philanthropic solutions.

19:30 - Understanding the local need

Our Programme Director Heather Kiel will demonstrate how we use insight, community knowledge and connections to target support where it’s needed most, with an opportunity for delegates to explore the Local Insight tool to increase understanding of local needs and the issues that affect our local communities.

20:00 - Closing remarks & close

About Us - Wiltshire and Swindon Community Foundation (WSCF):

Wiltshire and Swindon Community Foundation is an independent charity, established in 1975, which exists to tackle disadvantage and strengthen local communities by inspiring philanthropy and supporting the voluntary sector.

Our mission is to grow sustainable funding for Wiltshire and Swindon, forge partnerships and create a culture of giving that helps meet local needs and empowers the voluntary sector to tackle challenges and seize opportunities Through grant-making, we provide vital funding to local charities, community groups, and individuals.

Through our grants programmes and with the support of our partners, funders and the local voluntary sector, we have helped to positively change the lives of tens of thousands of local people every year. Together, we fund and enable projects across Wiltshire and Swindon that reduce poverty and disadvantage, reduce loneliness and isolation, and improve mental health and wellbeing. We also support initiatives that connect local people with arts, culture, heritage, and the environment, as well as supporting young people with their educational and entrepreneurial aspirations.

WSCF and Professional Advisors:

We collaborate with financial planners, wealth managers, accountants, solicitors, and other professional advisors to help clients integrate charitable giving into their financial and legacy planning. By partnering with us, professional advisors can help their clients give with confidence, knowing their generosity will be maximised and managed effectively for the benefit of local communities.

Why Attend?

🌟 Enhance Your Knowledge – Gain valuable insights into philanthropy and its role in financial planning.🤝 Expand Your Network – Connect with like-minded professionals in the advisory and philanthropy sectors.💡 Take Away Actionable Ideas – Learn practical strategies to help clients make informed and meaningful giving decisions.

Join us for an engaging and informative event that will inspire new conversations and deepen your understanding of how philanthropy can be an integral part of your client advisory work.

Don’t just take our word for it, hear what attendees from our June event had to say…

Partner – Wansbroughs Solicitors

“I really enjoyed the format. The set up worked well and I had a great opportunity to talk in depth with those around me. I found the content of all the speeches / talks to be at the right level – engaging and captivating.”

Senior Associate – Awdry Law

“Thank you for arranging an engaging and interesting event, which provided real context to the work that the foundation does. It was really useful to understand more about the different types of giving and some of the incredible organisations you support.”

Ticket price includes sharing platter and refreshments.

Any profit generated through this event will be donated to the Wiltshire and Swindon Community Foundation Care Leavers programme in partnership with The Lovett Foundation.

With only 50 spaces available, early booking is essential — don’t miss your chance to be part of this exclusive event.

Register now to secure your place!

Also check out other Nonprofit events in Swindon, Arts events in Swindon, Health & Wellness events in Swindon.