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Set up a fund

Set up a fund

Our experienced team have the expertise to help you make informed decisions around charitable giving, whilst ensuring your investment makes a difference to those who need it most. We connect our clients to grass roots community groups who are seeking funding, offering bespoke advice, combined with a full-service support service, which ensures sound management and due diligence, making giving easy, tax-efficient and robust.

We are in the unique position to be able to connect you to those incredible and deserving community groups who are best placed to make a difference.

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Personal Giving

We work with many families and individuals who are passionate about charitable giving and want to make a difference. We have the expertise to ensure your charitable giving requirements are met, helping those causes closest to your heart.

Donna from Community Foundations for Lancashire and Merseyside

Corporate Giving

We provide bespoke support, helping you to develop and deliver the social element of your ESG strategy. Wherever you are on your planning cycle, we are there to provide expertise and guidance at every stage, ensuring you can evidence the impact you make.

Moira from Community Foundations for Lancashire and Merseyside

Information for Professional Advisers

We work in partnership with you to ensure your clients have the expertise they need to make informed charitable investment decisions as part of their financial planning. Our objective is to make charitable giving as easy and enjoyable as possible. Every client is different, so we look to provide a package bespoke to their needs.

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Helping National Charities

We have experience of supporting large charities to manage their funds, where reaching grass roots community groups is crucial, timing is of the essence, and due diligence and impact a pre-requisite.

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Trust Transfers

Do you need to revitalise an ineffective or dormant trust? By transferring these to us, we can breathe new life into them, repackage and manage them on your behalf.

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Community Benefit Funds

We help many organisations, for example wind farms, who are obligated to make a difference locally. We can help manage your funds and measure the impact you make.

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Public Sector Funds

Our experience of managing funds on behalf of the public sector is unsurpassed. We offer bespoke advice and expertise, combined with a professional support service.

Our Impact

We exist to enrich and improve the lives of the people of Merseyside. It’s important we can evidence the impact we have made to all our stakeholders, so we have in place robust processes to enable us to do this.
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Who we work with

We help individuals and organisations give to causes that matter to them. Click the logos to learn more about them.

Your support matters and we thank each and every one of you. Together we can make a difference.

The ACC Liverpool Group Logo
BHP Logo
Charitable Trusts Logo
Comic Relief Logo
Evelyn Partners Merseyside Charitable Fund Logo
Families Logo
Financial Planning Corporation Logo
Grosvenor Logo
Halton Borough Council Logo
Halton Chamber of Commerce and Enterprise Logo
Halton and St Helens Voluntary and Community Action Logo
Hill Dickinson Logo
23 Foundation Fund Logo
Knowsley Chamber Logo
Knowsley Council Logo
Liverpool City Council Logo
Liverpool One logo
Local Trust Logo
Medicash Logo
A yellow, red, and blue High Sheriff Badge
Merseyside Police Logo
Emily Spurrell Merseyside Police and Crime Commissioner Logo
Merseyside Violence Reduction Partnership Logo
Merseyside Woman of the Year Logo
MHA Logo
One Knowsley Logo
PeelPorts Logo
Rathbones Logo
Sefton Council Logo
Sefton CVS Logo
CFLM Logo
Momentum Group Logo
The Very Group Logo
Westminster Foundation Logo