• Swindon & Wiltshire Social
• Thursday May 1 2025

Event hopes to inspire a new generation of philanthropists

An event for professional advisors in Swindon and Wiltshire hopes to inspire a new generation of philanthropists.

At the Wiltshire Community Foundation event, solicitors, accountants, financial planners, and wealth managers will explore how philanthropic giving by wealthy clients can help local communities.

Attendees will hear from two of the Community Foundation’s current fund-holders: Sue Webber, who established the Dan Webber Fund in memory of her son, and James Phipps, who will share his journey of creating the Phipps Family Fund.

Wiltshire Community Foundation’s director of partnerships, Margaret Firth, will introduce the innovative Local Insight platform, which provides access to data and research on the pressing needs within the communities of Wiltshire and Swindon — equipping advisors with evidence-based tools to guide philanthropic conversations.

And a dedicated session led by Samantha O’Sullivan and Elizabeth Webbe will focus on how professionals can confidently incorporate charitable giving into financial and estate planning strategies—helping clients achieve both their philanthropic aspirations and financial objectives.

Oliver Selfe, Wiltshire Community Foundation’s philanthropy director, said: “We are thrilled to host this event for professional advisors who are at the heart of guiding clients through some of their most important life decisions.

“Whether you’re helping with legacy planning, tax efficiency, or wealth management, philanthropy is a powerful way to add depth and impact to your client services.

“This event is about sharing knowledge, sparking new conversations, and showing how local giving can become a meaningful part of financial planning.”

The event, at Milford Hall in Salisbury on June 24, is supported by Salisbury cloud software firm A2Z Cloud.

For more information, or to book a place, visit https://www.eventbrite.co.uk/e/unlocking-philanthropic-potential-professional-advisors-event-tickets-1306732244319