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 2 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 4 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. 6 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 8 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.