The Trust Partnership have experienced Clerks ready to provide exceptional services and oversee the administration of clients, as well as providing excellent board administration. Timely, informative and ordered papers tend to produce good board decision making.

Our expert Clerks reduce the burden of work for Trustees and provide them with best practice on policy and procedure.  The Clerk arranges, attends and minutes Trustee meetings, liaising with key stakeholders and professional service suppliers, including lawyers and investment managers.

Our range of services for grant making charities and trusts provide support for all operational requirements.

From the design and assessment of applications, to the payment and evaluation of your grants, our experienced team will help your Trustees to meet their charitable objectives, ensuring maximum support and benefit to the most suitable applicants. We ensure your policies are adhered to and regulations followed, maintaining records and monitoring the success of your donations.

We are able to operate your existing grants management software, or help you transition to a cloud-based online application management system working with our partners.

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.

From year end accounts to full financial administration, our team of experienced and qualified accountants will tailor a package to suit your needs and budget. We will ensure your returns are made accurately and in a timely fashion. Click here to read more about Bookkeeping & Accounting

“We moved the administration of the Foundation to The Trust Partnership a few years ago, and we have been impressed and relieved at the way they have taken over, with sensitivity, the handling of a varied portfolio of grants. They have worked easily with others who are involved, and taken over the burden of the financial administration, so that the Trustees can concentrate on what they are there to do, to fulfil the purposes of the Foundation.”

Martyn Gowar, Chairman, The Ashley Family Foundation

“The Trust Partnership has proved exactly the right administrative partner for our small but fiercely proud membership organisation containing two charities. Sensitivity, expertise and efficiency characterise The Trust Partnership’s professional service which has relieved us of an ever increasing administrative burden borne by a few volunteers. We are now free to concentrate on the fellowship that matters so much to our membership.”

Sue Norman, President Emeritus, The Nightingale Fellowship

“The Trust Partnership administers all aspects of this charity’s affairs, provides full secretariat support to the Trustees, initially assesses grant applications and liaises with assessors to aid them in reaching their decisions. We’ve been delighted with the service received. They have been extremely efficient and friendly and always respond to questions promptly. We’re very pleased that we made the decision to move our business to them.”

Kieron Lynch, Chairman, 1930 Fund for District Nurses

We currently support more than 30 charitable trusts, benevolent funds, regimental charities and almshouse charities. For a full client list and references please do contact us.

 

Our pricing philosophy: We agree estimates of time based around each client’s activities and, depending on the client’s requirements, can offer fixed price contracts, fees ceilings, or charge for time in five minute increments so that all of our efficiencies are passed on as savings. Each of our team members works with more than one client, taking responsibility for a specific area of expertise. Each role is charged out at an hourly rate based on the level of skill, responsibility and experience required. Tasks are delegated appropriately to ensure that the majority of day to day activities are undertaken by the experienced administrators rather than Clerks. For a discreet discussion on indicative costs for your foundation please contact Johanna Tompsett