Modern Philanthropy Winter 2012

Transcription

Modern Philanthropy Winter 2012
MODERN
Winter 2012
PHILANTHROPY
Family Matters
More Than Money
A Unique Fellowship
Making Giving Easy
www.scottishcf.org
MODERN PHILANTHROPY
INTRODUCTION
Where Philanthropy
Meets Community
I
t seems as if our newspapers and media are dominated by
bad news. We read about economic struggles at home and
abroad, famine around the world, poverty and health issues
in our own backyard and watch severe weather events unfold to
catastrophic effect.
While all these stories are real and represent significant
challenges, there is also another side to our world. There are
stories of altruism, unsung heroes, life-changing ideas and
community-changing inspiration, supported by a helping hand
and small amounts of money.
Where Philanthropy Meets Community is a rewarding space
in which to work. Each day we see these stories unfold and
it is these stories we choose to share and celebrate at the
Foundation. Inspiring giving has been our passion since 1996,
when we started connecting philanthropists with exceptional
charities, enterprises and community opportunities. Last year,
thanks to the generosity of our clients, we funded over 2200
projects. We reached all corners of Scotland through grassroots
grant making. And we created high impact in communities
through major donations, investments and capital initiatives.
Behind each grant there is a story. This magazine highlights a
small number of those stories and the Foundation clients who
have invested money, time and creativity in helping the story to
unfold: of a commitment to positive life chances for children and
young people (read “Family Matters – the Next Generation”) or
people investing in isolated communities to buck the trend and
re-populate through local business growth (read “More Than
Money”) and how we are responding to would-be and successful
philanthropists keen to share thinking with like-minded
individuals (read “A Unique Fellowship”).
These positive stories remind us that people can make a
difference. That if you want to see change, you can do something
about it. And that by working together, people and organisations
can do amazing things.
At the Foundation, by building knowledge and nurturing
relationships in the place where philanthropy and community
meet, we believe that Scotland’s communities become stronger
places to live, work and grow.
Giles Ruck
Chief Executive
Scottish Community Foundation
MODERN PHILANTHROPY
CONTENTS
Philanthropy
Debate 2012
O
n 6th November, the Foundation held another highly
successful Philanthropy debate at the National
Museum of Scotland chaired by Sally Magnusson.
On the theme of ‘Strengthening the Culture of Philanthropy’
four leading UK Philanthropists Lord Smith of Kelvin, Angus
MacDonald OBE, Marcelle Speller OBE and Fraser Doherty
along with an audience of 200 guests considered whether
there is a growing culture of philanthropy in the UK and
internationally.
Topics discussed included the role of philanthropy
in contemporary society, diverse organisations that
philanthropists now have the opportunity to fund (charities
and social enterprises), diverse forms of funding options
(grants, loans, investments) and strengthening philanthropy
through more education on the subject.
The debate has fully established itself as a major event in the
calendar and will continue to feature alongside a programme
of Foundation events in the coming years, which will explore
some of the issues of Modern Philanthropy.
Lord Smith of Kelvin
Angus MacDonald OBE
Marcelle Speller OBE
Fraser Doherty
Contents
Family Matters
More Than Money
Page 1
Page 9
Making a Difference
A Unique Fellowship
Page 3
Page 11
Funding the Arts
Making Giving Easy
Page 7
Page 12
Ancient Trust,
Modern Purpose
Page 8
MODERN PHILANTHROPY
FAMILY MATTERS
Family Matters
The Next Generation
My relationship with my oldest
has improved, I’m less stressed
and have more time to play
and have fun
This is the voice of Mary, a young parent at the
Girvan Stepping Stones for Families centre,
challenged by being a lone parent and with little in
the way of role models. “I am more confident now,
the support I get helps me to parent my children
better”, she says. A simple statement which belies
the patient and skilled contribution from Stepping
Stones for Families.
1
Isobel Lawson, who runs the charity, explains how
her teams work alongside parents and carers to
support them to develop skills and confidence that
in turn support positive parenting. “Many people
take for granted the skills needed to make a happy,
safe environment for a family”, she says.
For two decades her organisation has provided
support and empowerment for children and
parents. She and her teams reach out to over 1000
families each year in Stepping Stones centres and
in the family home, across the urban and rural
communities of Glasgow and South Ayrshire. Not
content with just delivering a well-respected and
much needed service, Isobel has taken steps to
ensure sustainability by creating a social enterprise.
“This opens up training and employment for
local people and our childcare and child-minding
development programmes assist local people to set
up their own childcare businesses”. All of which goes
to support local economic development.
The powerful combination of a much valued, timely
intervention and its inspiring leader drew the interest
of the William Grant Youth Opportunities Fund,
which led to awards totalling £150,000 into Stepping
Stones for Families. Maggie Gordon, one of the
family members behind the William Grant & Sons
philanthropy programme picks up the story. “We
had a sense of the social issue we wanted to address
in the communities where our family business is
based and lots of ideas on next steps. We worked
with the Foundation for about a year to create a plan
which would respond to the issue, narrow down
our thoughts yet stay true to our family values”.
Five years on, the family has now invested £1m in
20 inspiring charities and social enterprises across
Girvan, Lanarkshire and Dufftown.
Their Youth Opportunities Fund aims to improve
the life chances of ‘NEET’ (not in education,
employment or training) young people or children
at risk of becoming so, and the Fund makes timely
investments in organisations delivering education,
training and development programmes. Giles Ruck,
of the Foundation, recalls the early meetings with
family members. “The sense of ambition round
the table was palpable; the challenge was in how
to blend a range of inter-connected interests
within a single programme theme. An early win in
the process was in a shared definition of ‘timely
interventions’ which unlocked the path to their
theory of change, if we invest in ‘a’ then we can
influence ‘b’ as an outcome”. Family members
believed that age-appropriate, as well as ‘in-time’
investments could help to build foundation skills for
life and truly influence the life chances of children
and young people.
Whilst planning meetings were held behind closed
doors, in creating a plan the family was mindful
of the many connections that the Fund would
develop. Firstly to broader social policy and the
‘state’, secondly to their business directly and lastly,
critically, to their own next generation.
Research has underpinned the direction of the
Fund, ensuring that Scottish Government policy
and local authority plans are understood as well as
the range of services delivered by voluntary groups
and social enterprises. The family is adamant that
they will not prop up Government responsibilities,
yet they are also acutely aware that public funding is
shrinking.
An aspiration for the Fund to add real value and not
displace other income streams is clear.
Cathy Pharoah, of the Centre for Charitable Giving
and Philanthropy, is currently looking at the space
between the private decision-making of family
foundations and public need. In addition to diverse
factors that motivate philanthropists, from life
events to influence from family and friends, she also
notes the emergence of donor advice infrastructure
and has begun to enquire ‘how far philanthropy can
be considered as part of a coherent approach to
areas. The outcomes of the bursaries include new
meeting public need, now and for the future’.
understanding of restorative justice in Ghana; the
The Fund has engaged Local Employee Forums
premier of new musical compositions in the UK;
from the William Grant & Sons business. “It was
and, new insights into psychological practice in
important at an early stage that our philanthropy
the clinical environment. One student, Catriona
was driven not only by the family, but brought on
explained that she had never received funding for
board the interest and expertise of our employees.
anything in her entire academic career and “it was
After all, they are living and working in the
such a confidence boost to me to have someone
communities which our philanthropy Fund supports believe in my research”.
and will know many of the local challenges insideThe importance of knowing the outcomes is
out”, says Grant Gordon, family member.
important to both generations involved in the
Grant has also been instrumental in engaging the
philanthropy programme. From the outset they
next generation. Wearing a different hat Grant
wanted to know whether their investments were
is Director General of
making a difference.
For two decades her organisation has The Foundation helped
the Institute for Family
Business and knows
provided support and empowerment build evaluation into
more than most how
the programme, which
for children and parents
philanthropy helps to
tracks the development
strengthen the business family and to strengthen
of young people supported by the 20 projects.
the family business. “It works as “glue” within the
The projects gather straightforward data which
family, by providing a point of intervention and
populates a structure entitled ‘On Your Marks,
interaction for family members who are not working Ready, Steady, Go’. The family now has insight
in the firm”. He encouraged the twenty-somethings
into the overall value of their philanthropy as well
from the family to develop their own philanthropy
as how individual projects are performing. They
programme.
can see how hard outcomes are being achieved
Recently involved in higher education themselves
from soft intervention. They know, for example,
a natural starting point for the next generation has
that through the work of Stepping Stones for
been to develop a bursary programme. Working
Families 70 parents are now describing the positive
with the Foundation the WGS Next Generation
experience of being a parent. And they know that
Fund supported 50 students breaking new
these turnarounds in parenting will go a long way to
ground at Glasgow University last year. Bursaries
improve the life chances of both this and the next
supported research and field trips, conferences and
generation.
specialist equipment across a myriad of subject
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MODERN PHILANTHROPY
PHILANTHROPY
TODAY
INTRODUCTION
MAKING
A DIFFERENCE
Making a Difference
May Gurney Helps
People Back to Work
Catering for Adults with
Learning Disabilities
The May Gurney Foundation was formed to
support community based groups and charities
that help young people and those in long term
unemployment get back into work. Running for
three years, the Foundation aims to provide grants
and donations totalling £300,000 through the UK’s
community foundations.
Fly Cup Catering supports adults with learning
disabilities to improve the self-esteem and social
and economic benefits gained by being part of
a supportive work and training environment.
It provides access to training and employment
through a cafe, sandwich shop and outside catering
services in Inverurie to over 20 people. With help
from the May Gurney Foundation, Fly Cup Catering
has now relocated all their existing services under
one roof through an extensive refurbishment
project. This has given the enterprise improved
facilities and more efficient working areas, such
as a larger training kitchen, training room and a
larger community café and shop to serve the local
community and businesses. More individuals can
now access training and supported routes back
into employment and, moreover, increased trading
is generating new income, reducing reliance on
grants.
An Impressive
Path to Recovery
Rag Tag n Textile project helps aid the recovery of
individuals who are suffering from mental health
problems, through traditional arts and crafts with
a modern twist. Through training, support and
ultimately employment, Rag Tag n Textile provides
a vibrant environment that supports the personal
Training Young People
3
development of vulnerable adults. The organisation
uses environmentally sound methods and
resources to help deliver training and produce high
quality textile items which can be sold to generate
income. It is a great place for people with additional
support needs to be involved, with impressive
results, as people move back into work and reduce
dependency on medication and psychiatric
services. In addition to offering people a chance
to be a part of a successful business it has recycled
five and half tonnes of textiles in the past two years
alone.
Kirkshaws Neighbourhood Centre is a busy
place, with 500 local residents attending activities
each week from cookery to IT training. However
it also runs a Work Club programme aimed at
young unemployed people and the long term
unemployed. Part of this approach is to support
healthier lifestyles and practical information,
training and support to aid employment and
job seeking. The Centre works closely with local
employers, the local authority and Job Centre Plus
who support the training and advice needs of the
users and the employment market. By working in
close partnership the Centre is actively training
and preparing those out of work to get back into
employment, an idea which is in harmony with that
of the May Gurney Foundation.
Glebefoot Charitable Trust
The individual behind the Glebefoot Charitable
Trust has made many donations to charities each
year. Working closely with the Foundation has
helped them make their giving simple and effective,
considering new ideas for projects focusing on
children, families and elderly people.
Explorers
The Explorers are a group of young people with
learning disabilities who organise social activities
for other young people with learning disabilities
in Glasgow. Last year these included bowling,
cinema visits and visits to Pollok Park and
Kelvingrove Museum. The group was first formed
in response to a request from young adults who
were in a transition from education and were
keen to retain important friendships formed
throughout their school years. With support
the group enables young people to develop
independent activities whilst at the same time
building confidence with their families.
offer more advocacy and information support to
their members. In essence, this would give the group
more independence and the ability to be less reliant
on others.
Alive and Kicking Springburn
Springburn is a very deprived part of North Glasgow
and has the second lowest life expectancy in the
whole of Scotland. A former industrial area and home
to several locomotive manufacturers. Their closure
has resulted in high levels of unemployment. Alive
and Kicking delivers social activities for its members
and a meal service, both on its premises and by a
home delivery service to those who are housebound.
Over 600 people benefit from this service. It also
provides outings, shopping trips and supports hospital
visits. The centre was awarded the Queen’s Award
for Voluntary Service for their good work in the
community. With funding from The Glebefoot Trust,
the centre has run projects such as ‘The Red Road
Young Uns’, a local theatre group.
Making People Heard
North Lanarkshire Deaf Forum organises regular
meetings publicised through the Deaf Social
Club, their website, and the local papers. It draws
in speakers on various topics. For these events,
members provide interpreters and
electronic note takers to assist their
participation at the meetings. Members
also provide each other with support and
advocacy, particularly when negotiating
with external agencies.
In the past, the group has been awarded
grants from the Glebefoot Charitable Trust
to cover meeting costs. This has helped the
group cover the costs of hiring interpreters,
electronic note takers, and room hire, all
essential to their work.
In the future, they hope to raise enough
money so they may open their own
administrative office, allowing them to be
more visible and to meet their members
outwith monthly meetings. Moreover, a
dedicated space will provide them with a
private meeting space where they could
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MODERN PHILANTHROPY
PHILANTHROPY
TODAY
INTRODUCTION
GRANTS
AT A GLANCE
GRANTS AT A GLANCE
Santander Social
Enterprise Development Awards
Foundation client Santander has awarded nine Scottish social
enterprises a total of £285,000 to help them grow their businesses
and support local communities. Kevin Boyd, Santander’s Divisional
Managing Director, commented on the high calibre of entrants with
the nine winners demonstrating significant potential to increase their
social and environmental benefits. Nick Addington at the Foundation described the tough job which faced the judging
panel and commented, “the winners demonstrate just how successful a social business can be by generating income by
doing good and reinvesting their profits back into the local community”.
The Creative Approach To Recycling
Glasgow Wood Recycling delivers on a deceptively simple proposition.
It is committed to reducing the amount of wood needlessly going to
landfill by finding creative ways to recycle and reuse timber. It does this
through waste collection services to businesses and households and
through the sale of reclaimed wood and wooden household and garden
furniture products. And through these activities it provides volunteer
and training opportunities to local people as a practical way of tackling
poverty. Simple!
The social enterprise has a great range of products and services and
after several years of trading with schools and community groups it
has evidence that growth can come from other sectors, such as retail
businesses and office premises, with core products such as garden
planters for lobbies and public spaces. The award will invest in this
growth, including staff capacity, a revised website and sales materials. In
this way, as well as recycling wood, it will build on its significant volunteer
programme which has trained 300 people over the past five years.
An Enterprising Approach
5
Castle Enterprise Scotland in Fife improves the life chances
of vulnerable people, including those with mental ill
health, those with learning disabilities and the long term
unemployed. Their model is one of educational deficit
reduction. In practice, this means progress into work skills
training, practical and psychological support, meaningful
occupation and employment in their furniture recycling,
paint recycling and vintage car maintenance businesses.
For many who lead chaotic lifestyles it is the first tentative
step to leading a more structured life. Being in a position
to help others is a core element of this process and, for
example, the furniture which the project collects and
redistributes enables individuals to help other people who
are facing hardship.
The award will expand the project’s services, through
investment in marketing and sales, in an additional
retail outlet and also by enabling Castle Enterprise to
be an accredited training provider, which will provide its
employees with further progress into work. By 2014 the
enterprise expects to double the number of people it
supports from 150 to 300.
Volant Charitable Trust
The Volant Charitable Trust funds organisations
which support women, children and young people
who are at risk and face social deprivation. Projects
which tackle serious issues and help people to turn
lives around are prioritised. Over four years and
through the Foundation, the Trust has supported well
over 40 organisations with £1m of grant funding.
A Fresh Approach to Tackling Stress
The Youth Stress Centre is an innovative project,
based at the Castlemilk Youth Complex which
provides services, dedicated to children and young
people in South Glasgow. They build the confidence
and self-esteem of children and young people using
complementary therapies and support programmes.
These include activities such as: stress and anger
management, and exam stress management.
Through participation, young people become aware of
the detrimental effects of stress and learn techniques
to manage their stress. The complex works with
27 schools, 20 nurseries and a lot of youth groups,
reaching 2500 children and young people with services
plus a further 3000 with information through school
open days and health promotion events. Given that
children can be extremely vulnerable and benefit from
support to better manage their troubles and stresses, it
was a perfect project for Volant to support.
Putting Families First
St Andrew’s Family Support Project in Dundee
supports young single mothers and was set-up in
response to reports that Dundee has the highest
levels of teenage pregnancies in Europe. It was also
found that Dundee also has over 6000 single parent
families. In addition to playgroup sessions it provides
childcare and personal development support for
young mothers. The core funding provided for more
dedicated support for young mothers in the city, in
particular to help parents provide age appropriate
activities to engage with their child and help build
positive relationships. The trust saw this as an
important investment, helping some of Dundee’s
future population get off to the best possible start.
Making a Difference for
Victims of Abuse
Central Scotland Rape Crisis & Sexual Abuse
Centre provides a free and confidential service,
which works towards eliminating the effects of rape,
sexual assault and child sexual abuse. The service
is available for women, men and young people
throughout Falkirk, Stirling and Clackmannanshire.
It provides emotional support and practical
information on legal and medical issues, to victims
of rape, sexual assault and child sexual abuse, and
it does this by telephone, face-to-face meetings
and also by e-mail. The Centre is raising awareness
of issues surrounding sexual violation through
community education, a youth project for schools
and professional training, ensuring that people of all
ages have access to this help and support. It is seen
as key source of information to central Government
and local authorities. Given that it is critical that
young people don’t feel alone if affected by these
issues, Volant has provided funding support.
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MODERN PHILANTHROPY
PHILANTHROPY
TODAY
INTRODUCTION
FUNDING
THE ARTS
Funding the Arts
Edinburgh Sculpture Workshop
I
7
n 2008 the Foundation was commissioned
by anonymous donors to award a major £3m
capital funding grant on their behalf, as a
prize to an arts organisation in Edinburgh. The
prize was being offered to the organisation best
placed to further the advancement of the arts in
Scotland.
Key to the award was finding an inspirational
project of exceptional architectural excellence
hub in the north of Edinburgh. The addition of
viewing areas and a café will open up the space
to visitors and it is due to open in early 2014.
The Foundation’s role has been to fully
understand and interpret the donors’ interests,
define and implement the award process and
manage the capital programme. This includes
business planning appraisal, contractual
and legal obligations, liaising with the City’s
or ingenuity, which had the potential to add
value to Edinburgh’s arts community and
enhance its cultural and artistic status.
In 2011, the Foundation formally awarded the
£3m prize to Edinburgh Sculpture Workshop
(ESW). ESW’s Creative Laboratories was
selected from 13 entries by an expert Judging
Panel in 2010. Since then ESW has completed
the construction of their new Sculpture Centre
at Newhaven and has now begun work on the
Creative Laboratories that will sit alongside.
The Creative Laboratories will be a unique new
building providing a mix of indoor and open-air
workspace around a central courtyard. Together
with the Sculpture Centre it will create a vibrant
authorities and monitoring the technical aspects
during design, development, tendering and
construction.
Having set the selection criteria, the Foundation
developed and implemented a promotional
campaign to generate interest and ensured
that the project attracted the right calibre of
applicants and established a high level judging
panel. During the two stage 18 month process,
the Foundation also supported applicants as
designs were developed.
Crucial to the success was ensuring that the
project met the donors’ expectations and
achieved the right strategic and cultural impact
for everyone concerned.
MODERN PHILANTHROPY
ANCIENT TRUST, MODERN PURPOSE
Ancient Trust, Modern Purpose
Live Well Edinburgh Fund
J
oseph Thomson was a saddletree maker. His
settlement in 1774 set up a perpetual fund,
the interest from which was to be used to buy
oatmeal to be distributed among ‘poor householders’
in the City of Edinburgh. Despite these terms being
extended in the last century to allow the awarding
of grant relief to a maximum of £15 to any family in
any one year. By the 1980s the trust fell dormant.
Trustees struggled to distribute funds through the
traditional route of local churches and independent
grocers.
Working with solicitors, Morton Fraser, a successful
application to the Office of the Scottish Charity
Regulator (OSCR) enabled the original trust to
be closed and the assets, worth approximately
£250,000, to be transferred to the Foundation,
under the revitalised Live Well Edinburgh Fund. The
Foundation modernised the Trust and manages
the grantmaking programme to reflect Joseph
Thomson’s original wishes. The Fund now supports
Edinburgh-based groups providing food or food
education such as Clovenstone Community Centre’s
Family Food Club.
Lauren Scott, Associate at Morton Fraser,
commented that in times of economic pressure,
trustees are seeing mergers and re-organisations as
a good solution. “They can streamline resources and
improve efficiencies, ultimately benefiting those that
the charity is trying to help.”
Clovenstone Community
Centre - Family Food Club
The food club, attended by around 54 families per
week, provides an important health and social facility
for families on low income and families who need
extra support. The centre was awarded £500 to help
stock the cupboards with ingredients to help the club
continue to provide this excellent service which so
many people depend upon.
Shandon Local Food Group
Shandon Local Food Group is a relatively new
organisation. It was awarded a grant to help run the
Shop Local campaign. The money awarded went
towards covering the cost of printing two newsletters,
two events, and towards the costs of the campaign. The
idea behind the campaign is to improve the availability
and accessibility of local, seasonal, healthy food in the
community.
West Craigie Local
Food Project
West Craigie Local Food Project is a social enterprise
gardening project supplying locally grown vegetables
and providing meaningful work, horticultural training
and employment support to individuals on community
service orders and to prisoners preparing for release.
Last year, a new habitat for birds, bees and butterflies
was created.
If you would like to discuss reorganising an
historic trust call the Philanthropy Services
team on 0141 341 4960
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MODERN PHILANTHROPY
PHILANTHROPY
TODAY
INTRODUCTION
MORE
THAN MONEY
More Than Money
W
hen Liza and Barry Hawthorne
formed the Isle of Skye Baking
Company five years ago they
had a new baby, few possessions and a
dream of running a sustainable business.
With their combined backgrounds in
food, art and hospitality and a shared
determination to grow a local business
that could be an asset to the Portree
community, Liza and Barry started baking.
It was this determination which inspired
Angus and Michie MacDonald, founders
of the Moidart Trust, to support their
flourishing venture. Operating from
their home kitchen Liza and Barry soon
needed more space to realise their plans
to increase production and open a retail
space. A Moidart award invested in the
specialist equipment needed to produce
quality goods for distribution further-afield.
But the ‘return’ Angus expected on the
investment was not financial, at least
not to him. The funding was agreed at
a critical time and enabled the business
9
because they saw a difference between
to leverage further support from a
the communities they remembered, and
commercial lender. The business moved
the communities they were seeing in the
into an old mill, increased production
present day. They recalled the myriad of
and created three new jobs. “The
locally owned enterprises trading with
psychological support of achieving the
each other, providing services and goods
grant was worth as much as the money.
The recognition gave us the confidence to to local people and exporting goods
further afield.
pursue our aspirations” says Liz.
Having witnessed the closure of many of
So, the returns which Angus & Michie
these local businesses, they decided to
seek in Moidart investments are a stepinvest their
change in the
wealth, their
scale of local
they saw a difference between the
and
businesses,
communities they remembered, and contacts
expertise
growth in
the communities they were seeing in to help
their sales
turnaround
(particularly
the present day.
these
from distant
communities. “Local people with get up
markets, enabled by web sales), an
and go were leaving, often for educational
increase in the use of the local supply
chain and, critically, the creation of local reasons, and not returning. We felt we
could help by stimulating and expanding
employment. They firmly believe that
the local businesses people had proved
these form the cornerstone of re-growth
they had the gumption to start. Being able
of rural and isolated communities.
to keep young locals in the highlands and
The MacDonald’s inspiration to embark
islands rather than see them head off for
upon their philanthropic journey was
a job in the South has been a challenge
for hundreds of years. If the Moidart Trust
can make a difference here we would be
thrilled” says Angus.
Being a serial entrepreneur Angus
brings expertise as well as funding to
the table. He is aware of the value of his
own business experience, not least in
reaching and selling to markets, but also
the expertise which time-strapped local
business owners could share with one
another, if only they had the right setting.
With this challenge in mind the annual
Moidart Seminar was born and three
years on has attracted 40 delegates from
employment generation in the villages
and small towns of the Scottish Highlands
are longstanding. “There are no quick
solutions. It is not simply a matter of
throwing money at the problem”, he says.
He welcomes this contribution to the
understanding of job and venture creation
in remote communities by adding “The
Moidart Trust’s initiative chimes with my
perception of the process of development
in the Highlands. I hope it will be
replicated and extended”.
Fulfilling these expectations, of bringing
more than money, Angus’s influence
on other would-be funders has brought
If you are interested in
funding enterprise, call
the Client Services team
at the Foundation on
0141 341 4960
West coast businesses each year, to hear
from experts on marketing and web sales,
and to gain insights from one another.
Each 24-hour event also includes time for
people to socialise, through dinner and
beyond.
It is this investment of a mix of capitals
– economic, human, social and cultural
– which Eleanor Shaw believes is the
added value which entrepreneurs bring
to their philanthropy. Professor Shaw is
working with the Centre for Charitable
Giving and Philanthropy and is based at
the University of Strathclyde Business
School. In her research she notes that
despite the vast wealth possessed by
the entrepreneurs in the sample, their
involvement in the arena of social change
is made possible by the other forms of
capital which they possess. “Interestingly
the cultural capital of entrepreneurs may
be particularly relevant to their entry
into philanthropy and their involvement
in sustainable solutions to social and
economic development problems” she
says.
Applied to the West coast context,
economist Frank Kirwan agrees with this
view. He notes that the challenges of
further investment as well as new ideas
to West coast community growth. A
promotional evening held by Angus at
the House of Lords encouraged two
other philanthropists to speak about their
approach and resulted in new funding
from guests that night. Being passionate
about the ‘cause’ enables Angus to put
his head above the parapet and in 2010 he
and wife Michie won a prestigious Beacon
Award, joining a cadre of philanthropists
committed to change, such as Sir Bob
Geldof and Sigrid Rausing.
The Moidart Trust has now supported
20 businesses in West coast
communities with investment, ideas and
the inspiration to grow, since the earliest
awards to companies such as the Isle
of Skye Baking Company. Angus knows
that recognition for his and Michie’s work
is less about self-aggrandisement and
more about convincing others to follow
suit. Following this path, Angus agreed
to join other panellists at Scotland’s
Philanthropy Debate 2012, to explore
ways to strengthen philanthropy in
Scotland. He and Michie have a rich
story to tell.
10
MODERN PHILANTHROPY
PHILANTHROPY
TODAY
INTRODUCTION
A
UNIQUE FELLOWSHIP
A Unique
Fellowship
If you want to become a Fellow and
connect with other Philanthropists
please contact Nick Addington at
the Foundation on 0141 341 4968
11
T
he Philanthropy Fellowship is a new
and unique network for established
and emerging philanthropists in the UK
supported by the Esmée Fairbairn Foundation.
It is a national programme delivered in Scotland
by the Scottish Community Foundation.
We believe that establishing a Fellowship
will achieve something in the philanthropy
market which donors are beginning to ask for,
which is not yet provided in Scotland. People
committed to making a difference through their
giving often struggle to meet like-minded peers,
so the purpose of the Fellowship is to connect
donors, to share, learn and become inspired.
We will support members to be effective
and influential donors and to foster a greater
culture of philanthropy.
Fellows will gain exclusive access to a
stimulating programme, to include Insights
Visits, Philanthropy Seminars and Forums. The
visits will highlight effective approaches to
tackling social issues, hosted by philanthropists
giving in the area. Seminars will explore issues
roundtable, with expert contributors and
other Fellows. Larger forum events will also
feature specialists in presentations and panel
discussions.
The opportunity to network with other Fellows
will be built into these events and Scottish
Fellows will also be able to attend Fellowship
sessions elsewhere in the UK. Fellows will meet
one-to-one with a Foundation representative,
to reflect on their own philanthropy and
develop a strategy for giving, where desired.
Over time we expect the Fellowship
Programme to be developed by Fellows
themselves; however we expect initial themes
to range from early years and young people,
to an ageing population, as well as community
regeneration, arts & heritage and international
development.
We also expect issues in philanthropy to cover
strategic philanthropy, social investment,
venture philanthropy, measuring impact,
giving as a family/business, giving circles,
sustainability and exit strategies.
MODERN PHILANTHROPY
MAKING GIVING EASY
Making Giving Easy
T
he Scottish Community Foundation’s
Charity Account is a simple way to manage
your charitable giving, tax efficiently and
with the minimum of fuss. It is designed to let you
set aside funds for charity, which can be boosted by
a further 25% in Gift Aid, giving you the freedom to
distribute donations as and when you wish.
The SCF Charity Account comes with a charity
chequebook and charity card, which can be used to
make donations over the telephone and online. For
example, on such sites as JustGiving. You can also
set-up regular payments to any number of charities
from your account.
The SCF Charity Account helps higher and
additional rate taxpayers keep track of their
donations, making it easier to claim personal tax
relief on donations made. Many higher rate payers
are unaware or forget that they can claim 25%
against all donations they make; this is relief due to
the donor providing sufficient tax has been paid on
UK earnings. Additional rate tax payers can claim
37.5% on their donations. To help make claims, SCF
arranges for a fiscal year statement to be sent to the
account holder and/or to their accountant.
An SCF Charity Account can also be used with
an SCF Charitable Trust, where income from the
trust is transferred to the chequebook account for
distribution to charity. Babu Bangaru, a business
development professional with Shell, set up the
Present Potential Foundation, a charitable trust
with SCF in 2011. “I wanted to set-up something
long term, that I could increase with lump sum
payments from time to time, and of course was a
tax-efficient way to give to charity. However, I also
wanted access to these funds online as hardly a
month would go by without someone I know asking
for sponsorship.” Babu used an SCF Charity Card,
supplied by RBS and operated by Mastercard, to
give him the freedom to release donations from his
charitable trust online.
Worked Example
Higher rate taxpayer: A deposit of £1,000
would attract £250 in Gift Aid, and once SCF’s
charge has been deducted, it would leave the
donor with £1,200 to distribute to charities
using the chequebook and charity card. The
donor would reclaim personal relief on their
original donation at 25%, meaning the actual
cost of donating £1,200 is only £750.
For an additional rate taxpayer, the actual cost
would be £600.
If you would like further information about
setting up a SCF Charity Account, please
visit www.scottishcf.org/charityaccount or
call 0131 524 0300
For more information please contact our Client Services team on
0141 341 4960 or visit www.scottishcf.org
The Scottish Community Foundation (known also as “SCF”) is registered as a Scottish charity (SC022910) and is a
company limited by guarantee (SC152949) with its registered office at 22 Calton Road, Edinburgh, EH8 8DP.