Philanthropic support

How we can help support you

Some of the funds we support are specifically shaped by donors themselves - for instance, to support a geographical area or social issue that they have a particular connection with. Other donors prefer to ask for our advice and guidance around how their charitable giving should be channelled.

Some simply need help with our governance and grantmaking expertise, and in some cases, donors choose to combine their resources with ours, pooling funds to explore new approaches and respond to emerging community needs.

We work with individuals, families, companies, community bodies and other charities, helping them set up or manage charitable funds - large and small.

How you work with us is entirely your decision, but we will be able to provide support and advice whenever you need it.

Philanthropy that mirrors your personal values

We know no two donors are alike, so we offer options allowing you to give when and how you choose. By understanding what matters most to you, we connect your giving with the communities and causes where it can make the greatest difference.

We’ll listen carefully and take on board what you want your donations to achieve – our aim is always to increase your contribution's value and impact. As fund distribution experts, our Philanthropy team can answer any questions you may have, and help to explain your best options to meet your charitable aims.

And because we are a registered charity, you can donate tax efficiently when you give through us. We have produced some guidance on tax-efficient giving, which you can read here.

Our range of services

We treat every single donor with respect and honour their wishes. We do our very best to support you on every stage of your journey. Once we’ve worked with you to agree the best way to distribute your funding, we can offer any of these services that fit with your fund or with your wishes:

Bring your philanthropic interests to life: You will want to know how your gift is making a difference, so we take care of gathering community stories, monitoring and impact reporting, and keeping you informed.
Promote your fund: We can promote your fund to attract the most suitable community organisations and charities. This could include directly contacting those who we think could benefit, and who may wish to apply, and other types of promotion such as media and digital platforms. We can do whatever suits you best.
Handle enquires: Once charities and community groups are aware of your fund, we can handle all the enquiries and correspondence on your behalf.
Review and assess applications: If you’re running a grant-making programme, we can collate and assess applications, ensuring applicants are eligible. We can also present you and/or a fund advisory panel with assessment reports, including recommendations on applications which fit with your fund and are well-planned.
Support decision making: If you wish, we can also establish and support advisory panels drawn from the community or cause you wish to support or employee or donor representatives. Visit How funding decisions are made for more information on our typical processes.
Grant management and reporting: We’ll manage all grant payments and keep you updated on progress with funded projects. We can also facilitate any project visits if desired.
Project visits: We can also arrange for you to visit some of the projects that have benefitted from your donation. We often find that meeting people and hearing stories in person helps bring your fund to life.