Set up a Fund

Creating a named Fund

Setting up a charitable fund is a great option if you have an interest in supporting a particular cause or would like to be more actively engaged in your charitable giving. Whether you are an individual, family or business, we will work with you to create a fund that best suits your charitable goals. Our named funds give you all the flexibility and control of setting up your own charitable trust without the administrative burden and complexity that running such a trust involves. And you’ll have access to expert advice and support from our team to help you on the journey.

“Quartet has been a great support, helping us find the way to achieve our aims. We’re delighted that the Raj K Soni Legacy Fund is helping to transform lives.”

Raj and Sue Soni, Fundholders

When it comes to setting up your fund, you have options. You can either set up a permanent endowment fund that keeps on giving year on year or put your charitable giving to immediate use with a flow through fund. You can also leave a legacy in your will to create or add to your fund.

Permanent Fund

This is a permanent, capital fund set up with a minimum pledge of £25,000. 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.

Flow through 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.

How involved you are with your fund is down to you. You can recommend charities, participate in beneficiary visits, raise funds for a specific cause, meet other donors, or you can simply determine your fund’s charitable intention and leave everything to us.

Where to start

Setting up a charitable fund with Quartet is easy:

  1. Talk to us about what is the best option for you
  2. Choose a name for your fund
  3. Sign our donor agreement
  4. Transfer funds – we can accept cash and gifts of shares.
  5. Once your fund is established, you will join our community of fundholders and receive annual reports on your fund’s activities. We can also keep you up to date on our work and share stories about what’s going on in local communities.

What next?

To discuss the options and to find the right route for you, please contact Ronnie Brown or phone Ronnie on 0117 989 7705

How will my donation make a difference?

Your donation will be making a difference to local people in the West of England who are faced with huge challenges and disadvantages that prevent them from fulfilling their potential. We work closely with communities and charitable groups on the front-line to understand where your donations will do the most good, to support as many people as possible to fulfil their potential, which we believe will strengthen communities and make society better for everyone. By pooling donations together we help you to make a bigger impact than your donation could make alone, helping you to support community and voluntary groups doing great work right at the heart of our communities.

Can I donate gifts other than money?

Your donation will be making a difference to local people in the West of England who are faced with Yes, gifts of shares, property, land and other investments are very welcome and, like donating cash, can bring generous tax benefits for both you and Quartet. Leaving a donation to us in your will is also a very effective way of supporting local good causes. Also – click to read our Gift Acceptance Policy.

Can I make my donation go further with Gift Aid?

If you are an individual UK taxpayer, using Gift Aid means that for every pound you give, we receive an extra 25 pence from the Inland Revenue. Imagine what a difference that could make and it doesn’t cost you a thing. If you’re a higher rate taxpayer (currently 40%), you can also reclaim tax relief for yourself on your annual tax return. Companies also qualify for tax relief under Gift Aid and must deduct the amount of the donation as a ‘charge’ when working out profits for corporation tax purposes.

Can I support a particular issue or area by making a donation?

Yes, you can request that your donation be used specifically to support community and voluntary groups in one of our four geographical areas (Bath & North East Somerset, Bristol, North Somerset or South Gloucestershire). You could also choose to support one of our themed funds which benefit particular groups of people – please contact us for more details. Of course, if you are in a position to make a major donation you can set up your own charitable fund with Quartet, through which we can work with you to specify which causes you wish to support.

In what other ways can I support Quartet Community Foundation?

There are mant ways of supporting our work and it’s a case of finding the right way for you. You can become a Friend of Quartet, set up your own charitable fund, or leave a gift in your will. Companies could make us their nominated charity of the year and involve staff in fundraising, set up a charitable fund with Quartet, set up a payroll giving scheme, or share your skills and experience by offering Help with your giving/ ProHelp/Probono.

Set up a fund with us

Create a fund that makes a long term difference to the people and communities you want to help.

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