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SET UP YOUR OWN FUND

family growing veg in the garden
family growing veg in the garden

Give in a way that matches your wishes

Setting up a fund with Foundation Scotland is quick and easy. It’s like having your own charitable trust but without all the time-consuming administration. With our advice and support, we can ensure your fund is entirely tailored to your wishes and your circumstances. You’ll have a dedicated expert to advise you on philanthropy and funding, and we’ll also give you feedback on the difference your donations are making.

Fund Types

There are two types of fund you can set up:

Invested
Invested

Invested

This is a longer-term fund where your gift is placed with our Investment Managers, and the revenue generated every year is used to support the causes you care about. Over time, the amount you donate will be greater than your original gift, making a lasting legacy for you and your community. 

Non-invested
Non-invested

Non-invested

This is an annual fund. Your gift is held as cash to support the causes close to your heart. Depending on the donations you make, you may need to make additional donations in the future to keep your fund active.

For both types of funds, there are a few different steps we'll take to get you set up.  Everyone’s needs and desires are different, so we’ll work with you to find the best option for you and the causes you support. 

Please give us a call if you'd like more information, or send a quick email to development@foundationscotland.org.uk and we'll get back to you right away.  We've also listed a few commonly asked questions below.

Frequently asked questions

  • How much does setting up a fund cost?

    When you set up your fund, we ask for a small contribution. This contribution depends on the capital value and type of fund you select. Head over to How We Work page to find out more.

  • Can I make donations tax efficiently?

    If you are a UK taxpayer, there are several ways to give tax-efficiently, including Gift Aid, Gifts of Assets including shares, and leaving gifts in your Will. Donors can take advantage of tax incentives designed to encourage more giving to charities. You can get advice about making gifts to charity from HM Revenue and Customs. Before making a gift, we recommend you get advice from a lawyer, accountant or another professional who can discuss your circumstances.