CHARITABLE TRUSTS​​

There are many reasons why existing trusts and charities work with BCF.

Trustees sometimes find it difficult to identify beneficiaries for the funds.

The assets of the trust are too small to have significant impact.

Existing trustees may be unable to provide as much commitment as is necessary to enable the trust to run effectively.

Or it could be that the existing trustees are no longer able to dedicate the time that they need to.

In these circumstances Trustees can consider transferring their fund or part of it to the Berkshire Community Foundation, providing their trust deed has a clause permitting them to transfer the capital.

The Community Foundation can assist with the arrangements. Moreover it is able to respect the wishes of the original donor and the trustees in holding the capital in a Named Fund and focusing the income on the issues the original trust was set up to address.

For more information and an initial discussion in confidence, please send us an email or call us on 0118 930 3021.

OUR SERVICE TO DORMANT TRUSTS

Across the UK Community Foundations have worked closely with the Charity Commission for England and Wales to develop understanding, knowledge and the specialist expertise to handle trust transfers. The Commission has recently produced a useful checklist for trusts to use as a prompt to identify any issues and to identify at what point it would be beneficial to involve their local Community Foundation.

To find out more about how we can help you manage your charitable trust, please contact us.

We Are Updating Our Website

Our website is currently offline while we work on an exciting update to celebrate our 40th year.

We are refreshing our brand and improving your experience, so things may look a little different when we return however, our commitment to quality and service remains the same.

Thank you for your patience while we make these improvements.

Need to get in touch?
📧 Email: info@berkshirecf.org
📞 Phone: 0118 945 0255

If you would like to know more about philanthropy in Berkshire please contact Rebecca.biggs@berkshirecf.org

If you are a wealth advisor interested in partnering with Berkshire Community Foundation please explore https://www.berkshirecf.org/professional-advisors/

If you need funding support, take a look at the grants we offer here: Available Funding

Please check back soon.