Advisers
We make it simple for your clients to give to good causes effectively.
We provide individuals the opportunity to:
- consolidate their giving from a single, tax-efficient fund (just as a private charitable trust).
- use a charity chequebook and set-up regular payments to support their favourite causes.
- create an annual deposit fund or set-up an invested account with the investment managers of their choice.
- discover new and exciting charities working in areas they care about.
- take part in guided visits to charities and meet like-minded donors.
- check on-line and receive regular reports on their charity account.
We provide charitable trusts with:
- a comprehensive grant distribution service, using our database of 6,500 charities and community groups.
- an open and robust grant application process promoted to groups matching their criteria.
- the ability to pass administration to us, while keeping control over which projects to support.
- the option of winding-up a trust while preserving or reorganising its charitable purposes.
- the opportunity to visit projects a trust has funded.
You can also read in detail the services we provide Individuals & Families, Charitable Trusts and Companies.
Case studies
Mrs Ross, a widow with no immediate family was introduced to the Foundation through a meeting with her investment adviser
Grant making map
Use our map to see where grants have been made across Scotland
Our credentials
Expertise to support you & your clients on philanthropy