For your clients

You can hold any combination of the following three fund types with us, and gift cash, shares or property in order to establish a fund. Please get in touch to discuss your individual circumstances and use this summary below to compare how each fund type works.

Foundation Account
A Foundation Account works like a normal current account, topping up your credit and writing cheques or setting up Standing Orders to your chosen charitable organisations. You can lodge cash, a gift of shares, regular debits from a regular bank account or put in an annual amount at the end of the tax year. It is particularly helpful way of keeping track of regular, or reactive and appeal-based giving. We provide you with a quarterly statement, and you can log-in on the website to view your fund.

This type of fund is ideal when you know the charities and community organisations you generally like to support. We don’t provide grantmaking guidance or advice as the charge of 5% covers our administration and reporting duties. We do, however, ensure that gift aid is reclaimed, so, for every £100 you put into your Foundation Account you’ll be able to give £123 to charity.

Immediate Impact Fund
An Immediate Impact Fund enables you to choose the areas you care about and we provide a matchmaking service, finding community projects that meet local needs. You can name the fund, and your funds lodged with us are awarded as grants, however you can retain control, checking our grant award recommendations before we commit to making an award. Typically, we fully distribute the fund within a year, and we report on the balance and activities of your fund on a quarterly basis. We also monitor how the beneficiaries have used their grant awards, and can provide you with this feedback.

This type of fund is ideal if you are seeking guidance in finding appropriate community projects and charities. This fund is not invested and your capital will be put to good use as immediate grant awards. The 10% charge covers our cost of matchmaking to find appropriate projects and administration.

Invested Fund
An Invested Fund is a permanent way to support the areas you care about, providing you with all the involvement, recognition and tax advantages of a private charitable Trust but with much greater flexibility, a professional grant making service and greater cost effectiveness. You can name the fund, and retain as much control as you wish, checking our grant award recommendations before we commit to making an award. Your fund is invested for growth ensuring the fund grows above the level of inflation, whilst typically distributing 5% of the annual fund value as grant awards.

This type of fund is ideal if you are seeking guidance in finding appropriate community projects and charities, against areas and themes you wish to support in perpetuity. You have the reassurance of a permanent fund, without the expense of a charitable trust. We provide you with bi-annual statements, and handle all reporting requirements. The 1% annual charge covers our cost of matchmaking to find appropriate projects and administration. If you choose to build an invested fund over time with us, we ensure the invested fund reaches a minimum of £10,000 before drawing any funds for distribution or applying any charge.


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Funding Opportunities

Jean Parker Brown Memorial Fund

Gordon Brown Memorial Fund

June Hume Memorial Fund

Women's Fund for Scotland

For your clients