Advisers: Key Points

Key Points for your Client:

  • We offer a flexible and easy alternative to setting up a charitable trust.
  • We offer a personal donor service with dedicated knowledgeable staff.
  • Your client can enjoy all the charitable tax breaks including Gift Aid, as the Foundation is a registered charity.
  • Any change in circumstances, for example selling a business, retirement or inheritance, offers an opportunity to consider charitable giving.
  • We award grants in the donor's name and can arrange publicity if required.
  • We can target money to small charitable groups by topic or geographical area as donors wish.
  • We assess each application carefully and monitor grants to ensure that donations are spent wisely.
  • The Foundation deals with all aspects of administration and investment management.
  • We can arrange for donors to visit projects and to be briefed about community issues.
  • Giving through the Foundation is enjoyable and rewarding - you can see how your gift makes a difference.

updated 30.08.2006