Creating an individual or family fund
Setting up a fund is a more convenient alternative to a charitable trust. We remove the paperwork associated with a trust and take care of the legal, investment, and administrative obligations. Your gifts, including legacies, can be endowed, or offered as flow-through funds, or a combination of both. The aims of the fund remain flexible. Unlike traditional trusts and foundations, they can be adjusted as time goes on to support evolving community needs.
By taking care of the administrative burden, we enable you to get involved in the more meaningful aspects of giving. You can be as involved as you wish. We provide regular updates on how your fund is making a difference. We can also support you, your family, or friends with helping to select the most suitable projects for funding, amongst other ways to get involved.
With our expert knowledge and effective systems and processes, you can be confident that your charitable gift will be responsibly and efficiently managed to achieve maximum possible impact for the causes you care about.