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We provide a range of consultancy services to support charity trustees and staff, often running specific projects and reviews where clients do not have the necessary resources, time or full experience. Best practice guidance encourages trustees to seek professional help when required, particularly where specialist experience is needed for decision-making or during periods of change. Our services range from strategic review and governance to policy drafting and cover a diverse range of charities including (but not limited to) grant makers, almshouses and property endowed trusts. For Foundations, programme design is a particular specialisation; responsibility for numerous grants programmes (both nationally and internationally) gives us unique insight into the best ways to fund. Design, application, assessment processes and reporting structures all have an impact, and clients consult us to ensure they achieve the outcomes they desire. As charity specialists, we deliver efficiency savings and timely results in event management, change managementRead the full article Continue Reading
Jill Lawrence Client Manager Jill has considerable experience in almshouse clerking and management and has a clear dedication to supporting vulnerable people having had a lengthy career in a large public sector organisation. Jill has particular experience in helping almshouse clients to meet regulatory and best practice responsibilities. Jill is a well-respected administrator and provides clerking services to a variety of almshouse clients within The Trust Partnership. She is a trustee of a local women’s refuge charity. Continue Reading
We provide specialist and comprehensive accounting services through our subsidiary company, Trust Accounting. From year-end accounts to full financial administration, our team of experienced and qualified accountants and bookkeepers can offer a tailored service to meet your needs and budget. A dedicated bookkeeper and administrator can be assigned to each client. They are located within our Head Office and work closely with the Trusts and Foundations team. This means that quarterly Management Accounts, budgeting and Annual Report and Accounts have had consistent input from each expert area and allows for seamless reporting to the client. Continue Reading
We manage all aspects of our clients’ administrative affairs, from arranging and supporting meetings, taking minutes and following up on actions. Experienced and knowledgeable personnel take care of all operational activities to enable Trustees to concentrate on their role. We provide IT support for Trustees via our partners, and arrange suitable online filing and archiving to ensure business continuity. Continue Reading
We understand the unique status of almshouse residents and the fine line between independent living and the need for an almshouse trustee to discharge their duty of care under the Charity Act and the Care Act. Supporting a resident to access services within social care or the wider community whilst respecting their privacy and independence is essential. We hold the wellbeing of residents with great care and respect. Services include: Allocations Advertising, processing, arranging interviews, letters of appointment (Licences), contact with unsuccessful applicants, maintaining an eligibility list and welcoming new residents. Engagement Resident consultation, event planning, warden services, assistance with disputes, arranging access to properties. Signposting Knowledge of (and liaison with) local services, social service frameworks, local authority housing benefit departments. Resident visits Weekly or monthly depending upon the trustees’ requirements. This can double-up as a smoke detector check and property management check (depending on the level of services required).Read the full article Continue Reading
If your organisation is membership-based (for example a nursing school alumni) , we will manage data and subscriptions with professionalism and, because we take care of many organisations, you gain the cost benefits of our shared services infrastructure. We support members with sensitivity and professionalism offering befriending services for elderly members. “The Trust Partnership continues to provide an excellent, professional, efficient and widening administrative service to the Nightingale Fellowship. Since The Trust Partnership took over the day to day running of our business arrangements, the Fellowship Trustees have been able to improve the personal service we offer to members needing support, benevolence and applicants for academic awards. In particular, the advice and support given by The Trust Partnership during the rearrangement of our Charitable status with the Charity Commission, and selection process for new investment advisors, has proved invaluable.” Gillian Prager, President, The Nightingale Fellowship Continue Reading
Kellie Carson Client Manager Kellie has over twenty years of experience working in the social housing sector. She has held various senior roles including Chief Executive, Customer Relations Manager and Head of Housing. She was also an independent Board Director for a housing provider in the London Borough of Waltham Forest. Kellie also has a long experience of working with almshouse charities, particularly in property management and resident welfare. Kellie previously studied Law and has sat on various voluntary boards. Continue Reading
We work within approved delegated authority levels set by trustees. Written reports on property management are made to trustees at regular intervals, as agreed. Services include: Responsive Repairs 24/7 A telephone number is provided for residents to report day-to-day faults; calls are answered by a named individual unless made to the out-of-hours number. Calls are logged, contractors are allocated, reports made, invoices processed. Cyclical servicing and maintenance Contractors are allocated, reports made and invoices processed to an approved schedule of work. Three quotes may be sought depending on the trustee-approved procedure. Void turnaround Oversight of a timely redecoration or refurbishment of a vacant unit to an agreed specification and trustee-approved procedure. Quinquennial Surveys Drafting the specification, seeking quotes from suitably qualified professionals, reporting to trustees, assistance with budgeting within a programme of works. Arranging access to properties. Programmed Works Assistance with preparation, budgeting (see management accounting service), oversight of the programmeRead the full article Continue Reading
Our team of experienced Administrators and Clerks can oversee all operational aspects of your grant-making programme. From the design and assessment of applications, through to the payment and evaluation of your grants, we are on hand to support every step of the way. We recognise that no two grant makers are the same and that much philanthropy is borne out of the settlor’s or trustees’ personal interests and passions. As a client, you will have a named point of contact, usually the Clerk, who will work closely with you in understanding your requirements and ensuring that your organisation’s charitable objects are fulfilled. The Clerk will oversee a team of Administrators in the delivery of all services. Services include: Pre-award Shortlisting applications to an agreed criteria; carrying out due diligence on potential grantees. Grant management Liaison with grantees; payment of grants; ongoing grant monitoring. Post-award Ensuring end-of-grant reporting compliance; providing informationRead the full article Continue Reading
Trustees have a principal duty to ensure that their charity’s funds are prudently invested. Periodically they should review the situation, be satisfied that they have received appropriate advice and have acted upon it where necessary. We collaborate with the independent investment consultant Yoke and Company to offer three core services to clients: Investment Management Reviews: A periodic investment review, undertaken by Yoke and Company, enables Trustees to have confidence in their investment manager selection, get better investment outcomes, better fee negotiation and meet their fiduciary duty to undertake periodic reviews. Trustee Training: To empower Trustees to make decisions and fully understand the rubric of investment we provide a fixed price half day package of training. Ad Hoc advice and Consulting: Yoke and Company offers flexible support to client Trustees who need advice, find themselves in conflict with their managers or need short term investment counselling. To learn more about ourRead the full article Continue Reading