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Elizabeth Fathi Director Elizabeth has worked in the charity sector for over fifteen years primarily as chief executive of an almshouse charity with additional experience as both chair and trustee of a variety of charities and community-led organisations. She has previously worked in planning and development as a consultant. Governance and compliance have been central to Elizabeth’s work with charities and she has been instrumental as a mentor and coach to many charities who have looked to meet those regulations in a relevant and proportionate way. She has experience in incorporation, mergers, policy writing, strategy review and implementation as well as interim chief executive work and development appraisals to maximise assets. Elizabeth is former Chairman and current Board member of The Almshouse Association, a national charity representing 1600 almshouse providers. She has held various trustee roles, including some within family trusts. She is Clerk to The Linder Foundation. You canRead the full article Continue Reading
Associates
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Johanna Tompsett Associate Clerk to Trustees Johanna is a former Director of The Trust Partnership, now working as an Associate Clerk for the Ashley Family Foundation. Having begun her career in fundraising, she has an excellent understanding of both sides of the grant-making process. She is also a Grants Manager for a London-based grant-maker as well as Co-convenor of the Association of Charitable Foundation’s Small Funders’ Network, and governance support to other charitable organisations. In addition, Johanna is Chair of the UK Online Giving Foundation and serves on the board of a local human rights organisation. Kate Danielson Associate Clerk to Trustees Founder of Kate Danielson Associates, Kate has worked in the charitable/NFP sector for over 30 years. She has worked with the arts funders, Jerwood Foundation and Jerwood Arts, for 12 years, founding the Weston Jerwood Creative Bursaries programme with the charity in 2010 and as the programme directorRead the full article Continue Reading
Noel Cooper Finance Director Noel is responsible for the management of finance and accounting for The Trust Partnership and its clients. He manages Trust Accounting Ltd, our partner company, and its team of expert bookkeepers and management accountants, who can look after all aspects of a charity’s finances. To read more about the Trust Accounting team please click here. Continue Reading
Andrea Cutler Office Manager Andrea is a highly experienced office manager, project manager, HR specialist and facilities manager. She is responsible for the smooth running of the shared services infrastructure that enables our team to manage multiple clients in an efficient and cost-effective manner. Andrea is a Trustee of the UK Online Giving Foundation. Harry Palmer Assistant Office Manager Harry joined The Trust Partnership in 2022 after working in multiple customer service and operations departments and completing a degree in Philosophy at the University of Liverpool in 2020. Harry supports Office Manager, Andrea Cutler, and The Trust Partnership team to work as effectively and efficiently as possible for its clients. Continue Reading
Adele Alderwick Administrator Adele joined The Trust Partnership in January 2023 and is the administrator for the Drapers Almshouse Charity, TheCharles Russell Speechlys Foundation and The Savoy Educational Trust. Adele has a Bachelor’s Degree in Law and is currently studying for a Master’s in Law at the University of Law, Bristol. She previously worked in the equestrian industry. Rachael Bott Administrator Rachael is the administrator for the Hackney Parish Almshouse Charity, Sir Halley Stewart Trust and also supports Blackwall Reach Trust. Prior to joining The Trust Partnership, Rachael gained considerable experience in customer service while working in the luxury travel sector. Cathie Cowell Administrator Cathie has been with The Trust Partnership since 2019, and enjoys supporting our diverse range of clients. She is the administrator for The Radcliffe Trust, The D’Oyly Carte Charitable Trust, The John Coates Charitable Trust and The Johnnie Johnson Trust. Cathie has had a career inRead the full article Continue Reading
Sarah Worster Clerk Sarah has worked in the charitable sector since 2012 mainly in administrative roles but has also overseen communications and data analysis and assisted with fundraising. Sarah provides clerking support for The D’Oyly Carte Charitable Trust and Sears Group Trust and is the Clerk for The Mrs Smith & Mount Trust and The John Coates Charitable Trust. Continue Reading
Benjamin Janes Since 1991 Benjamin has been working with charities, companies and individuals supporting charitable activities. He is passionate about helping those with power, influence and resources to change society for the better. Having founded The Trust Partnership in 2005 he has built it into a unique social enterprise encompassing all aspects of foundation management. The family of businesses includes Trust Accounting and Jireh Solutions, while its corporate philanthropy consultancy, TrustCSR, was acquired by Benevity, Inc. in 2018. Benjamin works with some of the oldest foundations in the UK and is Clerk for The Radcliffe Trust and the UK Friends of Mustique Charitable Trust. Mobile: 07788 740404 Email: [email protected] Continue Reading
The Trust Partnership has experienced Clerks ready to provide exceptional services and oversee the administration of clients, as well as providing excellent board administration. In providing support to trustees regarding governance and compliance, we take account of whether the charity is incorporated or unincorporated. We aim to provide relevant and proportionate responses and assistance. Services include: Clerking Trustee support with meetings (agendas, board packs, minutes, matters arising) Regulatory submissions Charity Commission submissions, updating Charity Commission records. See Financial Management for Companies House. Advice and guidance Policies, procedures, best practice including the Charities Code of Governance and monitoring new practices and regulations. Continue Reading
We developed our Governance Review to help Trustees and key staff improve the effectiveness of their governance and to ensure that they are compliant with current regulations in all aspects of their organisation’s activities. The review covers: The Legal Framework: are your documents in order; do you operate in accordance with your own governing documents? The Board: do the Trustees have the required skills and experience? Organisation and Advisers: are the responsibilities and reporting methods clear, effective and relevant? Policies and Procedures: are these recorded and do they meet the requirements of current legislation? Grantmaking: is your programme monitored, controlled and secure? Finance: can you demonstrate that your controls are effective? Strategy: do you have an effective strategy? Continue Reading
In providing support to trustees regarding governance and compliance, we take account of whether the charity is incorporated, unincorporated and whether it is a registered provider. We aim to provide relevant and proportionate responses and assistance. Services include: Clerking Trustee support with meetings (agendas, board packs, minutes, matters arising), secure messaging (for GDPR purposes). Regulatory submissions Charity Commission submissions, updating Charity Commission records, NROSH (for registered providers). See Financial Management for Companies House. Advice and guidance Policies, procedures, best practice including the Charities Code of Governance and monitoring new practices and regulations. Setting charges Assistance to the trustees in setting WMC and service charges (RSL or non-RSL). Grant making Grant making and ‘pension’ services are provided where trustees also engage in such activities. Continue Reading