Has it been some time since your corporate foundation was set up, and since then the foundation has become more active and ambitious?

Are you up to date with the latest guidance between charities and non-charities, and particularly how it applies to corporate foundations?

Do you have a clear understanding of potential areas of risk to be managed?

How we can help

We will:

  • Provide you with a summary note setting out the key principles that apply to the relationship between a corporate foundation and a commercial entity;
  • Provide you with a questionnaire, which includes a copy of the Charity Commission’s self-assessment checklist for charities which have a connection to a non-charity;
  • Review your completed questionnaire and any additional information and documents that you prepare, and discuss with you your current arrangements and future plans for the corporate foundation;
  • Following the review and discussion, we will prepare a bespoke Action Plan. This will comment on your current arrangements, identify any weakness in your current compliance with best practice and provide a route map towards compliance (including cost estimates for any further assistance that we could provide to help implement the Action Plan).

To discuss your requirements please contact us.