Community Foundation for Merseyside brochure

COMMUNITY F O U N D A T I O N For Merseyside

GROWING STRONGER COMMUNITIES TOGETHER

COMMUNITY F O U N D A T I O N For Merseyside

WHO IS THE COMMUNITY FOUNDATION FOR MERSEYSIDE?

AN INDEPENDENT CHARITY WHICH PROMOTES LOCAL GIVING TO ADDRESS LOCAL DISADVANTAGE Helping you support your community, the Community Foundation advice to ensure that your giving has the greatest impact where it is most needed.

Since 1999 we have distributed in excess of £44 million to charities and community groups in Merseyside.

Our knowledge of the sector allows us to find and reach charities in our community, including lesser-known charities operating at grass roots, ensuring charitable awards create lasting change.

We work as part of a national network of 46 UK Community Foundations that undertake a strategic and robust, grant making service which contributes to achieving maximum impact in local communities.

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COMMUNITY F O U N D A T I O N For Merseyside

WHAT DOES THE COMMUNITY FOUNDATION FOR MERSEYSIDE DO?

GROWING STRONGER COMMUNITIES TOGETHER

We help individuals, families, companies, charitable trusts, public sector bodies and organisations such as Comic Relief, the Big Lottery Fund and British Red Cross connect, support and invest in Merseyside’s communities through charitable giving.

We provide sound management, due diligence and administration support services to make charitable giving easy, tax-efficient and robust. We offer our clients independent and professional advice on charitable giving, linking you to exceptional charities that are seeking funding.

Our ultimate vision is to drive as much investment into the voluntary and community sector of Merseyside to enrich the lives of people and grow stronger communities together.

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COMMUNITY F O U N D A T I O N For Merseyside

TRUST TRANSFERS We can revitalise ineffective f unds t hrough t rust t ransfers a nd setting up effective n amed f unds m anaged b y u s. I f y our t rust fund has become ineffective or if you are looking to transfer your active trust fund, we can offer a bespoke charitable giving service.

The work of the Community Foundation in revitalising dormant or ineffective trusts is acknowledged by the Charity Commission.

ENDOWMENT FUNDS We view charitable giving as a long-term strategic investment.

For those who wish to achieve this objective, your capital is invested and the income earned is awarded in charitable donations, achieving a long-lasting impact for the community with a continuing annual income for distributing grants. We hold in excess of £19 million in endowment, and have ambitious targets to grow the fund for the benefit of our communities.

“Working with the Community Foundation is the way to tap into an understanding of needs and issues in communities and also the best way to deliver effective solutions. As a national funder you can’t know all the issues or needs, and the Community Foundation have an objective understanding of it all – and, they are particularly good at it”

Jane Sandars, Director of the Westminster Foundation

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COMMUNITY F O U N D A T I O N For Merseyside

LEAVING A LEGACY We can help you create a unique and lasting legacy for your community which reflects your personal wishes, supports the causes and issues or the area you care about and benefits future generations in the years to come.

Our expert team are able to design a bespoke strategy that addresses both practical and emotional considerations ensuring a more personalised experience.

PRIVATE AND BESPOKE SERVICE We provide the opportunity to set up a stand alone charitable fund or foundation for your personal, family or corporate charitable giving aims, named by you for your aims and involving your family or colleagues.

A dedicated relationship manager will work with you on developing your plans, identifying cause areas and levels of involvement, enabling you to direct your giving whilst they provide guidance.

“Working with the Community Foundation, especially for current footballers is essential. Players still need to concentrate on the football, but they still want to be involved in the charity work. They need someone to look after the charity, making sure it is running right and that money is being spent in the right area. It is important to have the network behind you of specialists who understand what they are doing.

That is what you get with the Community Foundation.”

Jamie Carragher – 23 Foundation

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COMMUNITY F O U N D A T I O N For Merseyside

WHO WE WORK WITH

We have been fortunate to work with a wide range of organisations and individuals across Merseyside in order to manage their charitable giving. We build close, long-term relationships founded on trust.

We are proud of the people we work with and of the fact that most of our relationships come through repeat instructions and referrals. Companies and individuals such as Hill Dickinson, Jamie Carragher, Liverpool ONE, Comic Relief and Santander trust us with their charitable giving.

Additionally, we work with inspirational individuals - talented, committed, local, unsung heroes, who deliver a wide range of much needed support within our local community. They make a real difference to the lives of the people they reach.

Together, with the help of our donors, we can ensure we continue to deliver support where there is need.

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COMMUNITY F O U N D A T I O N For Merseyside

CONTACT US

We work closely with our trustees, industry professionals and supporters to ensure we bring you the best charitable giving offer to grow stronger communities. Further information on all of our services can be found on our website, please visit: www.cfmerseyside.org.uk To find out more about how we can help you please contact:

Rae Brooke CHIEF EXECUTIVE

Karen Morris DEVELOPMENT DIRECTOR

T 0151 294 4757 M: 07515328162 E: rae.brooke@cflm.email

T: 0151 294 4751 M: 07973409858 E: karen.morris@cflm.email

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COMMUNITY F O U N D A T I O N For Merseyside

Head office: Third Floor Stanley Building 43 Hanover Street Liverpool Merseyside L1 3DN

The Community Foundations’ Stanley Building offices at Liverpool ONE have been generously donated by the Grosvenor Liverpool Fund.

Registered Charity Number: 1068887 Company Number: 03422207