There are many reasons to work with a community foundation. Our model is tried and tested, providing the very best investment and charitable giving for our donors

Working with philanthropists and donors to manage their charitable giving, we are committed to providing the best investment strategy and performance; low administrative fees and costs; and unrivalled leadership in the community.

Our board of trustees oversees the work we do. The mandate set by the board for the fund managers is RPI+4%.  With volatile stock markets the fund value varies quarterly but taking a 3-5 year view the mandate has been achieved consistently.

We keep our costs low because we share back office functions with the Quartet Community Foundation. We incur no office costs and all our organisation’s relationships and interactions are managed via a customer relationship managment (CRM) system. This not only makes us more efficient but also gives us more time to build relationships with donors and the community in which we work.

Please take some time to look at the services we provide. Every donor portfolio is different, please get in touch to discuss how we might be able to work together.