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Site was last updated: Saturday 4th February 2012

Case Studies

Trust Transfer - Devonian Trust

The Devonian Trust was set up in 2004 to help those with physical disabilities in Devon.  However, with increasing difficulty in running a grant programme and the costs associated with this, the Trustees decided to transfer their assets totalling £250,000 (including property and shares) to the Foundation to create the Devonian Grassroots Fund. The Foundation worked with the Trust's lawyers and the Charity Commission to ensure the smooth transfer and the Foundation now takes care of all administrative, grant making and investment activities, whilst still meeting the original aims of the Trust. 

"Working with the Foundation has been an ideal solution for us, helping us to meet our original aims without the cost, time and practicalities involved in running a trust." Lindsay Roderick, former Trustee of the Devonian Trust.   

 

Grant Making on Behalf of Existing Trusts - The Ripple Foundation

 Coming soon

Case Studies

  • Mildmay-White Family Fund
    As a long-standing Devon Family, Anne Mildmay-White wanted to give something back
    Read more...
  • Kitson Solicitors 
    Kitsons Solicitors set up their own Named Fund to support community groups in Torbay as part of their CSR activity...
    Read more...
  • Devonian Trust 
    When the Devonian Trust wanted to save time and money on running its own charitable trust, it decided to transfer its assets to Devon Community Foundation..... 
    Read more...
  • Exeter City Council 
    A partnership between Devon Community Foundation, Exeter City Council, a private donor and Friends Provident has helped to get the long term unemployed back to work in City....
    Read more...
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