Professional advisers
Advice for professional advisers
Quartet Community Foundation (Quartet) can help you in advising your clients when they consider their charitable giving.
We have nearly 30 years experience matching donors with the local causes they care about. Our knowledge and understanding of local needs mean we can guide your clients to have the greatest impact with their giving.
Whether setting up a named fund, a one off donation, making a gift of shares or property or making provision in a legacy, Quartet can give your clients the flexibility to choose precisely how, when and where they give.
I recommend QCF to clients who want to make an impact on people's lives in the local community. I know QCF provides a high quality, professional service that will be tailored to my clients' needs
Our Service
- A simple cost effective alternative to a client setting up their own charitable trust or trust account whilst allowing them to remain in control of grant making decisions
- Flexible, responsive and tax efficient giving
- Unique local grant-making expertise
- Tailored to clients’ needs and desired level of involvement – whether through permanent endowment funds or revenue funds for immediate impact
Benefits
- Quartet named funds offer all the flexibility of a bespoke Charitable Trust or a Trust Account without the administrative burden that running a trust involves. In addition you access the expert advice and support from Quartet to help your clients to develop their giving strategies.
- We will guide you to support the transfer of any existing Charitable Trust in the most tax efficient way allowing your client to use a wide variety of assets; cash, shares and property.
- We will work with your client to develop the fund so that it is responsive to changing interests, letting the focus of donations change over time, and allowing family members to guide, update and direct the fund over time whilst ensuring your original intentions are maintained.
- The need for Trustee succession is removed.
- All administration, Charity Commission reporting, fund management and grant-making are taken care of by the Community Foundation.
- Expenses are reduced by being pooled between all of Quartet’s funds.
Creating a named fund:
Quartet Community Foundation named funds offer all the flexibility and control of your own charitable trust without the administrative burden that running such a trust involves. In addition you have access to expert advice and support from Quartet to help you develop your giving strategy.
Endowment fund
This is a permanent, capital fund set up with a minimum pledge of £15,000, which can be made as a one-off gift or built-up over several years. The capital is invested and the income used to make grants year after year.
The very nature of endowment means this type of fund will go on helping your local community in perpetuity. It’s like having your own charitable trust, but we undertake all the investment and administration – yet you still choose which causes you wish to support.
- Minimum donation of £15,000
To discuss the options open to you, please contact ronnie.brown@quartetcf.org.uk or phone 0117 989 7705.
Revenue fund
If you want to see your charitable giving being put to immediate use in the community and are able to give £10,000 or more per annum, then a Named Revenue Fund is the best option for you. Your donation will be used to address priority needs with you choosing which causes you wish to support.
- Minimum donation of £10,000
To discuss the options open to you, please contact ronnie.brown@quartetcf.org.uk or phone 0117 989 7705.
To discuss your clients needs with us please contact Ronnie Brown, Philanthropy Director on 0117 989 7705 or Claire Wynne Hughes, Philanthropy Executive on 01225 420 300