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Case study 1
John Manser, CBE, and his wife Tessa were keen to divert some of their charitable giving to their local communities. Until they were introduced to Community Foundation for Wiltshire and Swindon, they had always been faced with the difficult job of deciding which local groups would most benefit from their support. They set up a substantial fund with the Community Foundation, as they saw this as a simple and effective way of being able to help their community on a long-term basis.
"We realised that there is an enormous number of small charities and voluntary groups around the county, dealing with a wide range of issues from disability to homelessness, from young people in isolated areas to the frail elderly. When we talked to the Community Foundation, we realised that they were exactly what we were looking for: a straightforward way of getting straight to the heart of the key issues affecting people in need around the county" said Mr Manser, "since they have the local knowledge needed to be able to understand and identify the specific needs of our local community."
The Mansers also use CAF as an efficient way to give to their preferred national charities, and others of particular interest to them, and see CAF and the Community Foundation as providing a complementary service.
Case study 2
The Needham Cooper Charitable Fund is a donor-directed endowment fund within the Quartet Community Foundation (formerly Greater Bristol Foundation), set up in 1999 by Joyce Cooper. Joyce had set up a charitable trust with her husband, Bill Needham Cooper, shortly before he died in 1988 and had always channelled some of the trust's income through the Foundation to support a range of smaller, local projects that she would not be able to find out about on her own. Then in 1999, around the time of her 90th birthday, she decided to reduce the day-to-day administration of her trust and set up the fund within the Foundation. The fund is a working partnership between the Foundation and donor, with the Foundation suggesting projects that might be of interest to Joyce and providing advice and all the associated administration. Joyce has a clear vision about where the money from her fund should be spent - elderly people who are living in isolation and poverty are high on her list of priorities.
Working with the Foundation allows Joyce to keep the 'hands-on' decision-making about grants to be made from her fund, and the arrangement has been an ideal way for her to support local organisations.
"It is perfect and I feel that it has consolidated the close personal relationship that we had built up with local groups over time. I am delighted that the local charities we've been able to support over the years will still be helped in years to come."
© Copyright 2007 Association of Charitable Foundations (ACF)
Every effort has been made to ensure that the information provided in A Guide to Giving is current at the time of publication (October 2005), but the Association of Charitable Foundations (ACF) cannot guarantee its accuracy. Furthermore, there may have been subsequent changes to legislation, policy and/or to tax bands and rates. If you are considering any investment you should seek appropriate professional advice. This guide is not intended to replace professional advice on particular investments or the manner in which tax relief is applied under any scheme, and you should not rely on it for such purposes. You are responsible for your own tax and financial affairs and so should seek independent advice. ACF can not accept responsibility for the investment choices you make.
Views expressed in A Guide to Giving are not necessarily those of Philanthropy UK or the Association of Charitable Foundations.
Coutts & Co is not responsible for the content of A Guide to Giving, and the content does not constitute any advice whatsoever from Coutts & Co. The case studies and profiles within the Guide are not necessarily clients of Coutts & Co. Coutts & Co shall not be liable for any loss whatsoever arising from your reliance on any information produced in the Guide.
