Having your own company fund is an exciting and powerful way of making your local area better. It’s very much like a standalone charitable foundation: you decide where you want to give where you want to make a difference (we can help) and when and how you want to give money. We can help you fit it to your social and environmental goals, or your CSR aims.
We manage each donor fund individually, maintaining rigorous financial control. We claim Gift Aid. We monitor investments. We are audited annually and Quality Accredited every three years. We manage donor funds of two types:
Endowment: donations invested for charitable income in perpetuity. Many families and individuals – but also some companies – choose an investment fund as for immediate giving and future legacy, as well less expensive and more connected to local needs than going via a lawyer. We ask for a small contribution to operating costs of 5% per donation and 1-3% per annum.
Expendable: donations spent entirely within a timescale. Many companies, central and local government departments and agencies like National Emergencies Trust choose this swift, high-profile way of supporting the local area. We ask for a contribution to operating costs of 10—15% “Linked” funds have elements of both the above.
To find out more contact us