Charitable Trusts

Trustees of existing charitable trusts sometimes find it difficult to identify beneficiaries for the funds, new trustees or to cope with the continuing responsibilities. Trustees of an existing trust may want to transfer their fund to the Foundation where the fund will continue to be run in accordance with its original remit but without the administrative burden.

In these circumstances Trustees can consider transferring their fund or part of it to the Berkshire Community Foundation, providing their trust deed has a clause permitting them to transfer the capital.

The Community Foundation can assist with the arrangements. Moreover it is able to respect the wishes of the original donor and the trustees in holding the capital in a Named Fund and focusing the income on the issues the original trust was set up to address.

For more information and an initial discussion in confidence, email Joanne Stokes or call on 0118 930 3021