For trusts & foundations

Support for charitable trusts

There comes a time when an individual or family needs to consider succession planning for their charitable trust. This can be an uncertain time but we are here to help. 

By transferring a charitable trust into Quartet Community Foundation you can be sure that the original giving purpose of the trust will be maintained and adapted to changing need. We’ll take on the administrative burden, allowing remaining family and trustees to continue their involvement in decision making in whatever way they wish.

We are delighted to see that the funds are being applied according to the original aims of the Trust – helping vulnerable older people is exactly what the Trust was set up to do.” 

Andrew Wilson Trustee, Biddle Trustee

Working with Quartet

  • We will guide you to transfer your fund in the most tax efficient way, allowing you to use a wide variety of assets: cash, shares and property.
  • We’ll work with you to develop the fund so that it responds to changing interests, letting the focus of donations change over time. This enables family members to guide, update and direct the fund over time whilst ensuring your original intentions are maintained.
  • This removes any need for trustee succession.
  • We take care of all administration, Charity Commission reporting, fund management and grant-making.

“I have been impressed with the professionalism and reach of Quartet. It is possibly the best run charity in the South West. I am therefore delighted that we have been able to commission Quartet to manage some of our charitable funds.”

Chris May, founder and chair of the Mayden Foundation

Talk to us

If you need help with your charitable trust, please contact Claire Wynne Hughes

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