Charitable Trusts

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You can get in touch by calling us on 020 4534 2750, emailing us at [email protected] or completing the form on our Contact page.

Why choose Ludlow Trust?

Our exceptionally experienced team is perfectly positioned to help you meet your philanthropic aims. We take care of all administration, directly liaise with partners to ensure the smooth running of grant making, and provide ongoing, bespoke philanthropy advice. At every stage of the charitable giving journey, we are there to expertly guide you and your trustees through the process.

Why choose
Ludlow Trust?

Taking care of administration

We take away the pain of administration when managing a charitable trust.

By appointing Ludlow Trust as trust administrator and co-trustee, trustees can delegate the delivery of all administration duties to us, and focus on enjoying their charitable giving and the difference this makes.

The administrative duties of charitable trustees

Ludlow Trust will help you with:-

  • Charity registration
  • HMRC registration
  • Facilitation of online/in person trustee meetings
  • Organising the submission of annual accounts and trustee annual reports
  • Ensuring that the appropriate due diligence is carried out on the payment of grants/donations
  • Accepting and filtering applications for funding on behalf of trustees
  • Liaison with investment managers, financial advisors and wealth managers to support effective investment of charity assets

Why choose Ludlow Trust?

Filtering best fit funding applications

Many charitable trusts we manage accept unsolicited applications for funding. Through our unique Funding Enquiry Gateway, we are able to source applications that fit your (and/or the trustees’) personal areas of charitable interest, whether that’s a particular purpose, a specific geography or a target group of beneficiaries. These applications are then shared with trustees at a time they request to make their funding decisions.

Why choose Ludlow Trust?

Tailored advice and guidance

We offer tailored advice and guidance for every aspect of the philanthropic journey. Our support and guidance includes the following…

Exploring the different types of philanthropy

Philanthropy is not a one size fits all and your philanthropic preferences can change. At Ludlow Trust, we can explore different options with you and your family, through one-to-one and workshop sessions, so you can decide the type of philanthropist you want to be.

Developing or reviewing your charitable giving strategy

Being clear about why you have a charitable trust and what you would like the trust to achieve is key to developing a successful charitable giving strategy. We will work with you to develop this strategy. This will include confirming your grant making policy.

Researching charities

We conduct research on your behalf to provide insights into cause areas that you are interested in supporting or have funded in the past. We can also identify potential charities that you may wish to fund based on an initial meeting to identify key criteria. The research will then be produced for consideration by trustees. We can also broker meetings between potential charities for funding and clients.

Engaging the next generation

Like many clients, you may want to involve your children or grandchildren in your charitable giving in a meaningful way. This can throw up challenges as opinions and charitable preferences differ. With Ludlow Trust, families can access one-to-one and workshop sessions to work with a philanthropy advisor to achieve a cohesive strategy that works for the whole family.

Measuring impact

We know that it’s important to understand the difference your charitable giving has made. Upon request, we are able to provide a simple framework to determine the impact of your charitable trust’s grant-making.

Accessing a bank of informative content

We have a wealth of experience to share. To supplement the bespoke service we offer our clients, we regularly publish articles to provide insight and answer frequently asked questions. We also periodically host online events - podcasts and webinars - to connect advisors and potential clients around a philanthropic theme. And we can provide examples of case studies on request.

Connecting you with Investment Managers

We offer the opportunity to work with a range of investment managers for investing your charitable trust portfolio.

Providing other charitable giving vehicles

Besides charitable trusts, there are other ways to engage in effective philanthropy. Our team can walk you through all of the options, outlining the key differences and benefits.

Understanding social investment and impact investment

We can help de-mystify the purpose-led investing space, so you can make informed decisions about how to invest, with the help of our trusted advisors.

Ludlow Funding Enquiry Gateway

Our philanthropist clients often need to source charities that align with the objectives of their charitable trust to consider for funding. The award-winning Ludlow Funding Enquiry Gateway is an online portal that provides registered and exempt charities in the UK with the opportunity to apply for funding from any of the charitable trusts that are managed by Ludlow Trust Company. They are able to apply to a specific charitable trust and/or submit a general application that can be considered by any of the Ludlow managed charitable trusts. At any time, a client can be provided with a a range of applications , by their Trust Manager, to consider for funding.

The Ludlow Funding Enquiry Gateway has created a better connection between philanthropists looking to fund and charities seeking funding.

Download our information sheet on Charitable Trusts