Our aim is to provide you with a flexible, tax-efficient and simple way to manage your funds which provides total peace of mind leaving you to concentrate on making the most of your charitable giving.
Making More of Every Gift
Taking advantage of technology, we are a virtual organisation so our running costs are very low and efficient. As a charity we seek to deliver secure, cost effective, up to date and relevant solutions to charities and donors. Our fee structure is competitive and flexible.
We are a registered UK charity, which means that every penny remains within the charity sector. We aim to cover our costs each year and to remain sustainable, rather than to accumulate reserves. Our fee structure ranges from 2% to 5% dependent upon the type of service.
To find out more about the costs of a particular service, please use the form below or contact our office direct on 0330 1330 780.
We aim to provide a personalised and tailored service.
How it works
- We will set up a dedicated named Trust for your funds
- You can transfer in money or shares which we will invest
- We will claim the gift-aid on your donations
- You can tell us who you would like to donate to or we can administer a grant programme for you
- We will validate all donations including those to international organisations to ensure your donations are benefitting charitable causes
- We will make the donations on your behalf or you can remain anonymous if you wish
Benefits of using us to administer your funds
- We manage your administration, compliance and distribution of funds, leaving you to concentrate on your charitable cause.
- We provide a bespoke, economical and assured service to smaller trusts, professional firms and wealth managers.
- We can provide a range of donor options including one off and regular giving and management of grant programmes
Have a question about our Trust Management service?
Please use the form below or call us on
0330 1330 780