For Advisors

Realise your clients’ goals for a better future

As a professional advisor, you’re in a prime position to contribute to the greater good.

Connect your clients with organisations aligned to their passions, and empower them to make a continued impact on causes they care about with a Greater Gift.

A Modern Tool for Philanthropy

Increasingly, Singaporeans are looking to professional advisors for advice on how to best include charitable gifts in their financial and estate plans.

Through planning a Greater Gift, you're giving your clients the opportunity to access a smart structure for giving by establishing a donor advised fund with The Community Foundation of Singapore – after providing for their loved ones of course.

Your Philanthropy Partner

The Community Foundation of Singapore works with hundreds of donors on grantmaking for every sector yearly – and with a wide range of charities in Singapore, your clients will have the freedom to give to what is closest to their hearts.

The Charity Council has recognised The Community Foundation of Singapore with the Charity Governance Award – Special Commendation for Governance and Management, as well as the Charity Transparency Award. With The Community Foundation of Singapore, your client can enjoy a rewarding giving journey while you can be confident in our reputation for the highest standards of service and accountability.

Your relationship, enhanced

You want what is best for your clients. Our goal is to inspire giving in Singapore. Together, we can make your clients’ charitable goals a reality.

With more than a decade of experience in fund establishment, philanthropy advisory and grantmaking, The Community Foundation of Singapore can add value to your client conversations.

As a trusted philanthropy advisor, we offer:

Confidential, neutral advice on charitable planning
Flow through and endowment fund structures
Extensive knowledge of the charity sector
Discussion of charitable budget
Management for gifts of complex assets
Here are some scenarios to consider:

Now

Your client may already be giving to charity. A fund with The Community Foundation of Singapore offers upfront tax benefits, structure and grant administration. Setting up a fund is straightforward. In four weeks, your client can start making impact to preferred causes and charities.

Later

Your client can direct you, or a formally appointed executor, to establish a donor advised fund in support of specific charities or causes. Funds can be set up with cash donations or insurance and CPF nominations. Speak to us about gifts of complex assets.

Until your client’s fund is active, they can get to know The Community Foundation of Singapore and enjoy tax benefits by donating to our Community Impact Funds, which address unmet needs in the community.

Now and later

Your client is ready to make impact. By establishing a fund now, they can start working with The Community Foundation of Singapore. To continue giving into the future, your client’s fund is set up for supplementary gifts that can be added over time as directed. This is a simple way for donors to recommend grants to specific charities or causes beyond their lifetime. A designated individual can be appointed to carry on the charitable legacy.

Establishing a charitable legacy

We know that people appreciate the opportunity to discuss philanthropy, and they value advisors who are knowledgeable. Whether your client is looking for legal or wealth planning advice, you can consider including the topic at these key moments.

Establishing retirement plans
Celebrating key milestones in life
At a sale of a business or other major asset
During estate or succession planning
Readjusting assets after a change in beneficiaries
At times of financial windfall, such as an inheritance

Legacy giving is a powerful tool.

Whether the goal is to start with a donation now or set up a future legacy gift, you can help your clients support the causes they care about for years to come.

Learn more about how we help advisors deepen client relationships through structured giving

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