Bermuda’s Community Foundation

By working with the Bermuda Foundation, professional advisors – such as estate planners, attorneys, accountants, and others – can help their clients fulfil their financial and charitable goals. We work as your partner – you stay in control of your client relationships, and we can help you provide a full range of services.  Here are a number of ways we can help:

Charitable giving expertise:

Whether it’s setting up an alternative to a private foundation, or putting together a complicated estate plan, we can create giving plans tailored to your clients’ particular needs.

Community expertise: With our advisory committee, comprising people involved in the civic sector fields, and our connections to the community, the Foundation offers grass roots knowledge and advice that can help your clients be as effective as possible in their giving.

Connect across generations:

When you help families establish an advised fund with the Foundation, you and the family can stay involved for generations.

Donate a variety of assets:

Your clients can give to the Foundation using a variety of assets, including cash, appreciated securities, and real estate. These assets can be given now or later, as part of an estate plan. Click here to complete a Confidential Statement of Bequest Intention.

Make a difference in the lives of your clients and your community:

By partnering with the Bermuda Foundation, you may be able to help your clients increase their heirs’ inheritance, leave a legacy in the community, as well as teach their children about philanthropy.

As a professional advisor, you help your clients create and realize a personal philanthropic vision. With knowledge of community issues, experienced granting and flexible giving options we can provide you with the resources you need to help better serve your clients.