Trusts & Foundations

There are a number of ways you can work with us to better support the causes that matter most to you.

We work with charitable trusts and foundations to help them distribute funds in Surrey that meet with their criteria. For example, we support national organisations with our knowledge of local place-based need.

Flexible support to suit your needs.

We also support trustees of existing charitable trusts by assisting with elements of the trust management or by taking over responsibility for the trust completely.

There are a number of reasons why at some time you may wish to seek an alternative option to manage the assets going forward. For example, the governance, administration, grant-making and trustee recruitment may become challenging.

Work with us.

Transferring a trust to us does not necessarily mean giving up all involvement and we are happy to work with you and your trustees for as long as you want to be involved. Where possible we will maintain the objects of the trust.

What next?

The process to transfer a Trust to us is straightforward. If your Trust is registered with the Charity Commission you can find out more here.

For further information about us, please see our Case for Support brochure below.