Trusts & Foundations

We can help charitable trusts and foundations give to local groups and individuals in a focused and strategic manner through our detailed, local knowledge. We are happy to use this, and our reach into local communities, to provide specific services. These range from simply promoting your own grants programmes to local groups, right through to a full grants management service.

Services to grant-making trusts and charities
With our full service, we will help with: promoting the scheme; accepting applications; performing due diligence checks; and presenting trustees with a shortlist of projects that more fully meet your own criteria. Your trustees then retain the final decision-making over which projects to fund.  You can choose to make the payments to the successful beneficiaries yourselves, or you can transfer a sum to us and we will make the grant offers in your name, as well as undertaking the monitoring, evaluation and impact measurement.

Working Locally
A good example of this is our work with the London-based Henry Smith Charity.  We are invited to visit local projects that have been shortlisted by their grants team and are able to provide a report based on our local knowledge and face-to-face meetings.  Any grant that is given is then managed by us, so that we can establish and keep in touch locally and intervene where necessary. Since 2008 we have partnered with Henry Smith Charity to invest £1 million in 12 projects in the Bradford District.

Working Nationally
Our local knowledge is also of benefit to national organisations that are not based in the District and need our help to understand local needs. One example is Comic Relief who raise funds through the popular Red Nose Day and Sport Relief Mile initiatives.  For the past three years Community Foundations have worked closely with them to distribute grants in the District.

Working with Integrity: Managing Redundant / Dormant / Ineffective Trusts
Charitable Trusts sometimes find themselves in a position where they can no longer fulfil their original aims and objectives for a number of reasons: the criteria may no longer be relevant; recruiting new trustees might be difficult; or trustees may just find it difficult to find suitable projects.

The Bradford District Community Fund will work closely with staff at the Leeds Community Foundation whose staff have also received specific training about charitable trust transfers.  As such, we are in an excellent position to offer a package of services that can re-vitalise charitable trusts.  This can involve the Foundation:

  • Taking over the direct management of another trust by electing our trustees onto the governing body
  • Transferring the trust under the Charity Act which, in effect, closes the original trust and transfers its assets to the Foundation. We can then use the assets and/or the income to begin an active programme of grant-making.
  • Some trustees choose to retain an involvement once the trust has been transferred, acting in an expert advisory capacity.

Working Well: Our Success and Experience
We have been successful in a number of initiatives regarding the transfer of redundant and ineffective trusts, working in particular with Bradford Metropolitan District Council.