Our Charitable Trust Transfer Service

Our Charitable Trust Transfer Service 

Local charitable trusts are an invaluable source of funding for our communities. But running a charitable trust and carrying out administrative and regulatory responsibilities, alongside trying to spend funds wisely, can sometimes be a struggle for Trustees.

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

Our Trust Transfer Service offers simple and convenient way for Trustees to make sure the charity can continue to carry out its objects for generations to come, with the administration of funds being passed over to our highly experience and skilled team.

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 and aims to help reinvigorate dormant or underutilised charitable trusts for the benefit of the local community. Part of the Government’s Civil Society Strategy, published in August 2018, the initiative has unlocked £32m of dormant charitable funds to date and helped 1,800 charities bring funds back into use for communities.

Through the programme, the Charity Commission are recommending that trustees work together with their local Community Foundation to look to bring funds back into community use.

For more information contact Laura Blake on 01749 344949 or email laura.blake@somersetcf.org.uk 

What charity Trustees say about our Trust Transfer service

One donor who recently transferred a trust to us said of her experience: “I am very happy indeed that such a viable future for the trust has been established. I wish I had discovered just how the Foundation works at an earlier stage in our decision making. I feel very confident that our legacy will be administered wisely and will continue to help and cheer many others suffering mental health problems.”

The following trusts have transferred to Somerset Community Foundation or have appointed SCF to manage the trust:

Charity Awards LogoGood Finance LogoRegistered with FUNDRAISING REGULATOR UK Community Foundations member
Registered Charity No. 1094446
Registered in England and Wales No. 4530979
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