Our Charitable Trust Transfer Service

Local charitable trusts are an invaluable source of funding for our communities. But running a charitable trust means a great deal of administrative and regulatory responsibility. Trying to make sure funds are spent efficiently and ensuring they make a difference can be challenging – particularly for volunteer Trustees.

Our charitable trust transfer service helps secure the future of a charitable trust. By transferring the trust to SCF, trustees can ensure the charity can continue to carry out its objects for generations to come.

How we can help.

We have a wealth of experience of supporting charitable trusts where the charity is concerned about:

  • identifying beneficiaries or spending funds
  • Trustee succession – not being able to recruit new Trustees when current Trustees step down or retire
  • being able to meet their administrative or regulatory requirements, such as reviewing applications, carrying out due diligence or reporting to the Charity Commission.

Talk to us about working together

If you’re a charity Trustee or professional adviser and are interested in transferring a trust to SCF, get in touch.

Kelly Hall (She/Her)
Philanthropy Director (Maternity Cover)
Working days: Mon – Thurs

Working in partnership with the Charity Commission

The Charity Commission’s Revitalising Trusts programme helps charitable trusts that may be struggling to spend their income. It also aims to help reinvigorate dormant or underused trusts for the benefit of communities.

Through the programme, the Charity Commission are recommending that Trustees work together with their local Community Foundation to bring funds back into community use. This gives us direct links to the Charity Commission to help fast track the transfer process and ensure we have step-by-step support to make it easy and smooth for Trustees.

The initiative has so far unlocked £32 million of dormant charitable funds and helped 1,800 charities bring funds back into use for communities.

I spent several anxious weeks trying to decide what to do with our memorial trust. Someone I knew spotted SCF and I realised that this was the answer. The complete, right and perfect answer. My husband Graham’s name was added to all the other benevolent names that make up the Foundation. It meant money would go to the county that meant the most to me to help local people and local charities – to smaller enterprises and little groups doing something and hoping to make it grow.

Pam Burrough
Founder, Graham Burrough Charitable Trust