Charitable Trust Management

We work with individuals and businesses in carrying out our charitable and educational activities both in the UK and overseas. Using our administrative systems, tax status and compliance processes for Trusts, this leaves donors free to concentrate on their charitable cause knowing assurance matters and administration are taken care of.

We also have services that can enable grant making through Trusts and our Grant Approval Panel(s) can help manage the administration, compliance and distribution of funds. We have excellent contacts into the community and voluntary sector and are able to advertise widely should you require applications to be sought from appropriate groups and organisations to support your Trust objective.

We also administer smaller Trusts, often at the invitation of professional firms and wealth managers, where we provide a bespoke, expert, economical and assured service.

As custodians of our own investments and those of other charities of which we are Trustee, we are experienced in developing and implementing investment policies and in finding the right home for charities’ money. Our experienced Trust Management Committee oversees substantial sums and arranges for its effective management and ongoing monitoring. This is a role we are happy to take on for other charities without the necessary skills or resources, or for those who simply want to benefit from the cost advantages of working alongside us.

Please contact Lee Barker on 0330 1330 780.

A Testimonial about our Charitable Trust Management Service

In March 2015 Gaeia Global and Ethical Investment Advice opened a new sub-trust for Human Rights and Nursing Awards with The Charity Service.

Olivia Bowen, Director and Financial Adviser at Gaeia commented ” I have no hesitation recommending The Charity Service Trust Management Service. They offer a personalised service and a competitive pricing structure. Importantly, their services offer the opportunity for donors to invest ethically with ongoing expert monitoring of the fund. We are safe in the knowledge that all governance and administration arrangements are in hand and that the sub-trust is compliant with current accounting and Charity Commission legislation.”