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Professional Advisors

Whether you are a lawyer, accountant, financial advisor or wealth professional we can help you give  expert advice to your clients about their charitable giving.

Why Foundation Scotland?

We are an independent grant making charity and trusted partner to over 250 donors (individuals, families, Achievement Agreement Businessman 862734Webbusinesses). Since 1996 we have provided quick, simple and cost effective alternatives to an independent charitable trust to help people manage their charitable giving in a way that works for them.

We provide 

  • Expertise in providing funding and a detailed knowledge of the Scottish charity sector
  • A range of options to ensure  your client’s giving is tax efficient
  • A personalised and professional service
  • A flexible service which meets the needs of your client.
  • A simple way to give 

 

Our services

Online Giving Account
 Accessible 24/7 via our website, this service is quick to set up and an easy way to manage your charitable giving all in one place from your mobile, tablet or laptop

Foundation Scotland Charitable Trust
A cost effective way to manage your charitable giving with a choice of Invested or Non Invested Charitable Trust.

In depth grant making services
Using Foundation Scotland’s matchmaking expertise to find, research and analyse outstanding charitable projects in communities which meet your clients philanthropic interests

A philanthropy service including legacy planning

Leaving a gift in your will as a legacy for a place or cause close to your heart.

Wind Up/transfer of dormant/redundant trusts

Support wind-up and transfer of dormant or redundant charitable trusts and the transfer of assets to a charitable fund, using OSCR’s reorganisation procedure.

Setting up a memorial/tribute trust

Remember a colleague or loved one by setting up a a charitable trust in their name to support good causes

For more information contact our philanthropy team on 0131 542 0300 or email development@foundationscotland.org.uk

 

 

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