Advising clients
Clear, simple giving options you can confidently share with your clients.
Supporting your clients’ giving
Clients increasingly expect their advisers to be able to talk about charitable giving with confidence.
Many want to support causes they care about, but aren’t sure where to start. We’re here to make those conversations easier.
Point North offers straightforward, well-governed routes to giving across County Durham and Tees Valley.
We work alongside you, so your clients can give in a way that feels personal, purposeful and practical.
Why advisers choose
Point North
Simple, safe options for clients
We provide clear, flexible giving routes, from one-off gifts to Named Funds, with full due diligence and compliance handled by us.
On-hand, local expertise
We’re on-hand to support you when your clients ask about giving or want simple ways to help their community.
Reassurance and risk reduction
We fully vet every organisation, community group and project we fund, reducing risk for you and your clients.
Guidance for life’s big moments
Big life events often prompt giving whether that’s selling a business, inheritance, planning a will, or the loss of a loved one. We can help you offer thoughtful, well-timed options.
How we can help you
We work with advisers whose clients want to:
give during their lifetime
include charitable giving in their will
support a specific place or local cause
honour someone’s memory
create a long-term structure for family giving
make a major gift that’s meaningful but simple to manage
With more than 30 years of experience funding charities and community groups across County Durham and Tees Valley, we can guide you through clear, practical options to share with your clients.
Giving through Point North is...
Local
Supporting the places you live, work and feel connected to.
Personal
Aligned with the causes or values that matter to you the most.
Effective
Reaches trusted local organisations who make a real difference.
Well-managed
Backed by our 30 years, plus strong governance and clear reporting.
We keep giving simple, meaningful and rooted in the needs of our local communities.
Working together
We understand how important client relationships are.
Our role is to support you, provide clear information and make giving straightforward.
You can involve us as much or as little as you prefer.
Some advisers introduce us directly; others simply signpost clients to our giving routes.
We work in a way that respects your approach and your client relationships.
Take the next step
If you’re a professional adviser and would like to explore giving options for your clients get in touch with Jane or Sarah using the email addresses below, or call us on 0191 378 6340.
If you're an adviser based in
Tees Valley
Email our Relationship Manager, Jane Reynolds
If you're an adviser based in
County Durham or the wider region
Email our Relationship Manager, Sarah Cairns
Our Donor Promise
Our Donor Promise sets out the principles that guide how we work with every donor, built on trust, respect and shared purpose.