Inspiring local philanthropy

Making a difference in local communities

IN ASSOCIATION WITH NEW PHILANTHROPY CAPITAL AND COMMUNITY FOUNDATION NETWORK AUTUMN 2011 inspiring local philanthropy

Foreword by Marcelle Speller

My philanthropic journey started in 2005, after I was asked to appear on the TV documentary the sale of our business Holiday-Rentals.com. Secret Millionaire in 2010 and was filmed Without the need to make money, I could now for 10 days in Plymouth. I volunteered with focus on something that had always been a goal – five amazing local charities and realised that to do something worthwhile, trying to leave the each of them would hugely benefit from world a better place in some small way. Localgiving.com. These charities and local groups know and address the issues in their After a few false starts, I attended The community: for example, Jeremiah’s Journey, Philanthropy Workshop – a programme of the set up by doctors in the oncology department Institute of Philanthropy. Wherever they took of Plymouth Hospital, helps bereaved children. me, I was inspired by small local charities. I go back to Plymouth regularly and see the They are the glue that holds local communities difference that I have helped these amazing together. I also learned that online giving, people make. And they have already raised increasing by 50% per year, is not available to £10,000 through Localgiving.com. small unregistered charities, thus placing them at a great disadvantage versus larger charities. Local philanthropy gives me a sense of community, of belonging, and it recharges me. My ‘light bulb’ moment came when I realised You can see that you are giving effectively, and I could help them in the same way that have the most joyous, enriching experiences. Holiday-Rentals.com let private owners of The power of this report is that it captures the holiday homes compete on the web with large diversity of community life around us in the UK. villa companies. I hope it inspires and helps you get as much joy Pure serendipity introduced me to the UK’s out of supporting your community as I do. Community Foundation Network who became my partners, providing me with access to the 26,000 local charities that have been Marcelle Speller OBE | Founder and CEO vetted by their local Community Foundation. Localgiving.com Localgiving.com was born.

01 inspiring local philanthropy

Inspiring local philanthropy You want to invest in your community, giving your money, time or expertise to improve conditions. But where to start? This guide outlines the steps others have taken - and shares their inspiring approaches and stories. KEY HIGHLIGHTS Every community hosts an extraordinary array of activity that can have Many Coutts clients have great aspirations for Thanks also to Chloe Elms at Coutts, Victoria a significant impact on the social, environmental or economic conditions their local communities and a passion for them Miles at the Northamptonshire Community of local communities. to succeed. Their involvement enables a vast Foundation, Derry Nugent at the Community array of activities to happen – activities that Foundation serving Tyne & Wear and shape and improve social, environmental and Northumberland and Wendy Varcoe of the There is a strong history of wealthy Factors that determine the focus of a economic conditions. Community Foundation for Surrey. individuals and families making a positive philanthropist’s support for the communities We are enormously grateful to Brian Greene, Finally, many thanks to our collaborators on this difference to the communities they care that matter to them include: their values, Ian Gregg, David Laing, Andrew Preston, report: Plum Lomax and Benedict Rickey at about. For many philanthropists, supporting the passions and interests; their available Peter Saunders and Andrew Wates for sharing New Philanthropy Capital for co-ordinating the communities in which they reside, work, or the resources (including money, time and their experiences of with us. project and drafting the guide – and Clare Brooks communities from which they originate, forms skills); and their understanding of the at Community Foundation Network for providing the beginning of their philanthropic journey. local context. Our sincere thanks also go to the Community the insights from Community Foundations. Foundations of Surrey, Merseyside, Wales, The near and long-term challenges and There are a wide range of approaches that Leeds and ‘Capital’. opportunities that local communities face philanthropists can adopt when supporting are manifold, resulting from factors such as local communities, ranging from accessing Maya Prabhu | Head of UK Philanthropy cuts in public expenditure, the strength of the support from Community Foundations and Coutts local economy, and the impact of climate change providing funding directly to charitable Lenka Setkova | Senior Philanthropy Adviser and resource scarcity. organisations or social enterprises through to co-funding with peers or setting up an operating Coutts Philanthropy plays a critical role in organisation. supporting positive change in local communities. It can support the innovation Local philanthropy can be rewarding for that society depends upon to help create, for all parties: the philanthropist and their example, new models of care or micro-finance. family, the organisations they support and It can support charitable organisations or social the communities in which they operate. enterprises that are a key source of protection It can help philanthropists connect with the for the most vulnerable or are a source of positive communities they care about. By being able to economic change. It can enrich community life observe the results first hand, a philanthropist through support for sport or the arts. And it can can see that even modest support can have a also strengthen the resilience of communities so significant impact. And, in some cases, effective that they are better able to adapt to economic, local activity can be ‘scaled up’ to benefit political or social change. other communities across the UK or indeed internationally, thus having much wider impact.

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Contents

01 | The richness of local activity and philanthropy 06

Case study: Peter Saunders OBE 08 Case study: Ian Gregg OBE 10

02 | Local challenges and opportunities 12

Case study: David Laing 16 Case study: Andrew Preston 18

03 | Local philanthropy: Getting started 20

Case study: Brian Greene 30 Case study: Andrew Wates 32

04| The rewards of local philanthropy 34

Appendix 1 38

04 05 the richness of local activity and philanthropy inspiring local philanthropy

“There was a personal reason I chose to start our fund with the Buckinghamshire Community Foundation: it is because I was born in Bucks, educated in Bucks and set up my business in Bucks, and I think the county is great. I still live here and I think that it is important to put something back into the community that gave me my business, my staff and my education!” Mike Clare, Chairman of Dreams plc

with local activity as a way to cement • Illustrates the breadth and diversity | 01 | for social care or micro-credit. And in many cases local activity can be a key their place in their community and of local activity, the challenges T he richness of source of protection and support for develop relationships with neighbours. and indeed opportunities that the most vulnerable. As illustrated by the philanthropy many communities face and the of Mike Clare, quoted above, ways in which philanthropists local activity What inspires community many philanthropists are driven can effectively enhance the well- activity and philanthropy? by a desire to give something back being of local residents or the and philanthropy Community activity, and indeed to their community. neighbourhood. philanthropy, is fuelled by people’s A guide to inspire local All over the country, thousands of organisations, including charitable organisations and social passions, values and enthusiasms, • Suggests some practical steps philanthropy enterprises, are doing valuable work that enriches communities and improves the lives of their frustrations or their concerns for that philanthropists can take countless individuals. Many of these groups depend on support from philanthropists to succeed. their neighbours or community. Some This guide, which has been written in when considering support for people are motivated by a personal association with New Philanthropy local communities, ranging experience, perhaps the supportive Capital and the Community from volunteering to funding end-of-life care their parent received Foundation Network, illustrates local organisations, and from in a local hospice; others by the need how philanthropists can go about collaborating with other funders to supporting the communities they establishing an operating charity. Local philanthropy has a strong The engines of positive national charities, community centres, to tackle inequality or to improve the care about. In the following pages, history in the UK. The earliest social, environmental or places of worship, social enterprises, local environment. Some engage • Outlines how philanthropists this guide: philanthropists often chose to focus economic change youth groups, charitable foundations, can go about deepening their their financial support on a local Today, every community across the local radio stations or web-based understanding of any given local geographic area – Thomas Guy, for UK hosts an extraordinary range of networks. Many organisations offer context. example, established Guy’s Hospital activity, from counselling for people vital services or opportunities to local • Provides inspiration by example, close to where he was born and to his facing mental health problems to residents, and they often work with What do we mean by ‘philanthropy’? in a series of case studies bookstore, the origin of his wealth. outings for the elderly; from financial vulnerable hard-to-reach groups. Philanthropy is the giving of money, time or assets in support of social, describing the work of advice or micro-finance for people In the 19th century the granddaughter The wide spectrum of activity cultural or environmental causes. philanthropists who have chosen of Thomas Coutts, Angela Burdett- struggling to get by on limited means can often be the ‘glue’ that holds to support the communities

Coutts, who inherited a large share of to theatre workshops for young communities together and provides that matter to them. Coutts & Co, supported the building offenders; from sports clubs to local opportunities for people to meet What do we mean by ‘local’ or ‘community’? of homes and the supply of fresh food and energy production; from and to develop solutions to the most ‘Local’ or ‘community’ can be a little harder to define. For some Philanthropy or social investment philanthropists, it simply means the place close to their home or work. drinking water to deprived parts campaigns to improve local services pressing challenges in their local is critical to the success of many For others, it may be where they grew up or where their family originally local organisations. There are of London. to online platforms for people to area, or simply to have fun. came from. For example, the famous 19th century philanthropist Andrew exchange or recycle unwanted goods. therefore many opportunities for Often, local organisations provide the Carnegie made his fortune in the US, but chose to establish the first A vast array of organisations nurture individuals or families who wish to innovation – the social research and of almost 3,000 public libraries back in his home town of Dunfermline, local community activity, including make a significant contribution to development – that the rest of society Scotland. Many immigrants in the UK have also chosen to support their local charities, local branches of local village or community back in the country of their birth1. community life. depends on, inventing new models

06 07 CASE STUDY: PETER SAUNDERS OBE inspiring local philanthropy

Case Study: peter saunders obe “I get a lot of pleasure out of making voluntary sectors which acts as a catalyst for things happen, guiding people, economic development. The local police officer who is a trustee also plays an important role in stepping in if things are not going understanding needs, as he has knowledge of parts well, and actually seeing the benefits.” of society with which others might not come into regular contact. Peter Saunders OBE is an entrepreneur, realised I could help through my varied business If we make an award, I might also go to make the I am always on the lookout for a large-scale project business angel and philanthropist, who has experience. So I set up the Peter Saunders Trust in presentation. that could galvanise the whole community and lived and worked in rural Wales for over 35 2005 and gifted to it a sum of money from the sale have a major impact on everyone in the local area. The trust is proudly local in its outlook. I decided years. Peter started his first business when of my business. I also look out for the opportunity for the trust to from the very start that I wanted to focus on what he was just 24 and sold it after six years to get involved in some of the deeper social issues that I had been introduced by then to the idea of a had been the ‘travel to work’ area for my businesses. Rowntree. He bought the business back exist even in a rural community. ‘living will’, which entailed gifting money during I also wanted to support the local communities that ten years later when the Nestlé acquisition my lifetime rather than through a will at the end had supported me through the first phase of my My advice to others who want to give locally would of Rowntree threatened to close the Welsh of life. This appealed to me. You can influence business life so I could give something back. be to set the trust up in a professional manner business. He sold it again in 2004, having things within your own lifetime and really see and and ensure you have other trustees around with rebuilt the business and employing by then The great thing about giving locally is that you have feel the difference you are making. whom to have constructive and challenging debate. 500 staff. Since then, he has founded Severn intimate knowledge of that area. This means that Get involved and get talking to people! Aviation, a specialist flying school that he Coutts was instrumental in this thinking and you can select what you fund wisely, get involved has sold now to an American corporation. introduced me to a specialist charities lawyer with the causes and influence what happens with In years to come, the trust may take on a wider Currently, he has a portfolio of businesses in Cardiff who set up the trust for me. I wanted the funding. I like the whole sense of involvement. remit and become more national, or even within Wales in which he invests, and he is to have as trustees local people with diverse I get a lot of pleasure out of making things happen, international, in its outlook. I regard the trust working with one on a joint venture involving experiences, and to get my family involved. With guiding people, stepping in if things are not going as being work in progress and being a great companies in America and India. He was this in mind, the first trustees included one of my well, and actually seeing the benefits. learning experience. In many respects it is an three sons (an accountant) and prominent people entrepreneurial activity and mirrors the early stage honoured with an OBE in 1995 for services The trustees look for projects that are innovative, in the local community, such as a police officer and of a business. to business in Wales and set up his charity, the imaginative, or something out of the ordinary. a fellow businessman with experience as chair of Peter Saunders Trust, in 2005. It is also a core objective of the trust that it Core to the trust are its independence, flexibility trustees at a giant pension fund. “I set up my first business in Wales. Halo Foods came encourages excellence and achievement in the and vision. Some projects may be more successful to have an exceptional culture with huge loyalty Since the initial donation, I have made more rural population. than others, but you need to be prepared to accept donations, but I also give my time to running the some level of risk. The sense of being able to make and trust between the leaders and the workforce. We have an intimate knowledge of the needs charity. The time commitment varies. There may something happen and being able to help someone It became the largest employer within a radius of of the area through living here and through be a number of applications or a trustees’ meeting is enormously fulfilling and rewarding. It is a great about 30 miles and, hence, supported a lot of the the various organisations with which we are for which to prepare. I may choose to visit a project privilege to be in a position to make a difference to rural community’s activities. When I sold Halo involved. For example, I have been chair for or get involved in a dialogue with the applicants to someone’s life.” Foods at the end of 2004, I realised how important ten years of a partnership that is a consortium understand better what they are trying to achieve. the community aspect of our activities was. I also of people representing the public, private and

08 09 CASE STUDY: IAN GREGG OBE inspiring local philanthropy

Case Study: IAN GREGG OBE “To my mind, it is at the local level that we have the best chance of effecting change”

Ian Gregg OBE was Chairman of Greggs plc, the different areas of the North-East. Confident I am acutely aware of how farming, land use to explore environmental grantmaking in the the bakery company established by his father in the Foundation’s expertise, my involvement has development, water extraction, river catchments North-East region, and look at whether there was and mother on Tyneside early last century. always been at arms length and I have been very and bio diversity are all interconnected and have scope to increase it within community foundations, The first North-East Businessman of the happy for the Foundation to direct the fund to major implications for the quality of life of people and within other grantmaking trusts nationally. Year, Ian set up the Greggs Trust (now the where it is most needed. who live nearby – not least in the case of flood risks. I also wanted to give the Community Foundation Greggs Foundation) as a registered charity in This is not just a rural issue. Better managed an opportunity to attract new supporters who might This process helped us to understand the needs in 1987 with the aim of putting something back landscapes, whether in town or country, have positive be more interested in environmental issues. the North-East community which the Greggs Trust into the communities where Greggs trade and economic and social pay-offs – look at the River Tyne, could best help with. Hardship grants to individuals The result is the Local Environmental Action where their customers and employees live. which over the last 40 years has been changed from and families in dire need and small grants to local Fund (LEAF). I have given £280,000, which has Since stepping back from the company he has an open sewer into the foremost salmon river of community projects became the main focus. Jane been matched pound for pound by two other local pursued his lifelong interest in environmental England and Wales, benefiting from green tourism ran the Greggs Trust in its early years and both my charitable trusts and the Community Foundation. issues and for the last 10 years has given upstream and, downstream in Newcastle, flourishing daughters remain Trustees. Greggs plc contributes To date the fund has given away over £785,000 in c.£300,000 per year across a number of business and commercial development alongside 1% of profits and staff support it with payroll giving. 83 grants across Tyne & Wear and Northumberland. organisations. housing and living communities. I retired from the Board of Trustees in 2001and LEAF was cited as an example of good environmental “Is it enlightened self-interest or just plain common was succeeded by Andrew Davison. In recent years Since 1990, a significant proportion of my time and grant-making in a New Philanthropy Capital report sense to give back to the communities which have the Greggs Foundation has donated more than funding has gone into the Rivers Trust movement. and this year received warm praise from leading supported the business? I would say the latter, £1,000,000 p.a. to help local communities. There are more than 20 local trusts in Scotland environmental campaigner Jonathon Porritt. which certainly was a large part of my motivation and more than 30 trusts in England and Wales. This ‘get it right locally’ ethos was also reflected Overall, my philanthropy is varied and covers in establishing the Greggs Trust. However, setting Local river trusts carry out a wide variety of cost- in Greggs plc community activities, including the time as well as money and this makes it the more up the trust was the easy part and there followed a effective environmental improvements. For example, highly successful Breakfast Club initiative – which satisfying. My advice for new donors looking to relatively inactive period when we found it difficult erecting fencing to keep cattle away from a river provides breakfasts for over 7,000 children at 169 give locally is straight forward – look to work with to find suitable projects to support and we were bank improves the conditions of the land and water, schools and the North-East Children’s Cancer like-minded people to increase the impact you can reacting to requests rather than understanding how and brings the site into use as a leisure amenity. Run, which has raised over £5,000,000 and been a have and not to be afraid to step back and let good, they sat in the overall needs of the local communities. major supporter of research into childhood cancers. I am Chairman of the Rivers Trust, the ‘umbrella’ competent organisations determine the best use Looking for advice, my wife Jane and I met with the Each of the Greggs regions around the UK has body for river trusts in England and Wales. The Rivers for your giving. Trust helps new local trusts establish and provides Chief Executive of the Tyne and Wear Foundation its own charity committee, which supports local I have enjoyed doing this and trying to preserve for some initial funding, together with help and expertise. (now the Community Foundation serving Tyne & community projects. our children and grandchildren the communities, Wear and Northumberland) who showed us how But the movement is driven by local initiative and From 1990 I increasingly focused my philanthropy landscape and wildlife which have been such an to do it. Consequently we established a fund at involvement and maintains its grassroots or, more on environmental issues and especially what are, important part of my life.” the Community Foundation because we knew the appropriately in this case, ‘wet feet’ approach. to me, the obvious links between the condition Foundation had the understanding of local needs of the physical environment and individual and Five years ago I turned again to the Community and the knowledge about local groups working in community well-being. I am a keen fisherman and Foundation but this time with a challenge for them –

10 11 LOCAL CHALLENGES AND OPPORTUNITIES inspiring local philanthropy

By many measures we live in an Calton – life expectancy for men is Economic downturn: era of unparalleled affluence, with 54, compared with 82 for the nearby hitting the poorest hardest many people in the UK enjoying town of Lenzie; a difference of 28 Economic conditions clearly play an unprecedented level of welfare years. The physical proximity of these a critical role in shaping the well- and well-being. Yet despite this communities may be very close, but being of local communities. Some, affluence and indices of public in terms of quality of life, they are for example, are still suffering from contentment, there are also many worlds apart.6 the demise of traditional sources signs of problems and deep concern of employment such as mining or Cities, towns or even counties in communities throughout the UK. manufacturing. More recently, the that appear to be relatively affluent current economic crisis means that For example, in spite of attempts often hide pockets of deprivation. many communities are facing a to address issues such as child and These pockets are not usually sharp cut in public spending pensioner poverty over recent years, apparent from statistical data such and individuals are feeling more inequalities in wealth and income as indices of deprivation. Yet there vulnerable to losing their jobs or have widened.2 By some measures, may be streets or estates that are their homes. Those who are most income inequality is at its highest experiencing levels of poverty or reliant on services and benefits – level since the 1960s. A growing body exclusion on a par with the most the poor and the vulnerable – will of evidence shows that inequality deprived areas of the country. Surrey, be most affected.8 has a detrimental impact on social for example, has the lowest level of and health problems, such as violent child poverty in the country – 10% Moreover, many local charitable crime, drug abuse, obesity and mental compared to 35% in London. And organisations have been and will be illness.3,4 Poverty and inequality remove yet, in certain areas of Guildford severely affected by public sector the support systems people need to and Redhill, the child poverty rate is funding cuts, especially those that | 02 | be active citizens and deprive them of higher than 40%.7 The Community have some form of state funding. local challenges the security required to reach out and Foundation for Surrey has played a The resulting potential demise of connect with others. And, at times, key role in unearthing such ‘hidden charitable projects or organisations problems in some communities needs’, as illustrated in Box 1. will have detrimental effects on those and opportunities manifest themselves very dramatically who are reliant on them for support and visibly, as in the case of the 2011 with issues such as debt advice, The UK remains, in relative terms, extremely affluent. Yet it is undeniable that riots that took place in some cities substance misuse or homelessness. the lives of many individuals and communities continue to be blighted by poverty, in England. inequality and disadvantage. In the near term these challenges will be exacerbated Hidden pockets of deprivation Box 1 / Hidden Surrey by cuts in public expenditure. In the longer term factors such as climate change and Clearly income inequalities exist The Hidden Surrey report written by Dr Helen Bowcock for the resource scarcity will also radically affect local conditions. across all geographic scales, including Community Foundation for Surrey demonstrates the level of need between more and less developed within the county and how Surrey’s overall affluence conceals the extent countries throughout the world. of local hardship. In her report, Dr Helen Bowcock states, ‘Surrey’s It is, however, equally undeniable that thousands of organisations are having But inequality is often at its most appearance as a wealthy county is deceptive. Throughout there are tight a positive impact on social, environmental or economic change. For those who visible at the local level – in local pockets of deprivation, enclosed within housing estates or even within cities, towns and neighbourhoods. a few streets, with high levels of child poverty, low income, poor mental would like their wealth to make a positive difference in the communities that health and other significant problems.T hese areas are often adjacent matter to them, the range of opportunities is therefore immense. For example, in the UK, the wealthiest to affluent areas that camouflage the extent of need, driving down the 10% of Londoners are 273 times statistics and diverting public funds to areas of more widespread wealthier than the poorest 10%.5 poverty in other parts of the country.’ In the poorest area of Glasgow – www.communityfoundationsurrey.org.uk/hiddenneed.html

12 13 LOCAL CHALLENGES AND OPPORTUNITIES inspiring local philanthropy

Looking forward: the informal or self-help groups – consequences of longer term Box 3 / Leap Confronting which play an important role in the Box 5 / A social enterprise 12 challenges Conflict local ‘voluntary sector ecology’. in Cornwall As communities and local Established in 1987, Leap Rahma Maye’s work for the Somali When working practices organisations respond and adapt to Confronting Conflict prevents the community is an example of this drove Jane Jiwa to leave her changing economic conditions in the escalation of everyday conflict into (see Box 4).13 management position at a near term, many are already starting violence by promoting understanding claims management company, Social enterprise: doing she decided to set up an ethical to experience the consequences of the causes and consequences of business for good claims management company in of longer term challenges, such as youth conflict and sharing skills in In addition to the rich landscape of Cornwall. Established in 2009, climate change, resource scarcity handling and transforming conflict. charitable activity, social enterprise Smart Savings helps clients or changing demographics, all of Leap offers a holistic approach has also flourished. Social enterprises to reclaim mis-sold financial which will have profound long-term to conflict resolution and has are businesses with primarily social products and trains them in implications for local communities. experience working with a range and/or environmental objectives money management. The idea of issues including group offending, is to make sure they don’t get For example, rising sea levels are likely whose surpluses are principally preventing weapon and knife crime, into financial trouble again. She to place coastal areas at higher risk of tackling bullying, reducing racist reinvested for that purpose in the mainly helps people struggling flooding. In addition, resource scarcity violence and peer mediation. business or in the community. to get by on low incomes, and will likely increase the price of fuel Leap’s work is delivered through There are around 62,000 social charges only enough to cover and food, which will in turn have the community and school-based enterprises in the UK, contributing costs. As a Community Interest biggest impact on people living on low Company (CIC), Smart Saving’s projects and always in local more than £24bn to the economy and incomes.9 And the ageing population assets are ‘locked into’ the partnerships, with the support of employing approximately 800,000 will have consequences for the community and can’t be sold to more than 50 specialist trainers people.14 Particularly well-known provision of care. make a profit for the owner or around the UK, many of whom examples of social enterprises include are young people themselves. shareholders. Though Jane aims However, as illustrated in Box 2, The Eden Project – an educational to increase its income from many local groups are innovating www.leapconfrontingconflict.org.uk charity and social enterprise built in claims so that it is self-funding, solutions to longer term challenges a disused clay mine in Cornwall – and Smart Savings has relied and developing the resilience of local The Big Issue, which offers homeless on grant funding to get off communities. and vulnerably housed people the the ground. opportunity to earn a legitimate Local organisations are www.smartsavings.org.uk income. Thousands of much smaller essential to strengthening and resource scarcity present An extraordinary array of the communities in which they live. social enterprises, such as Smart communities and enabling opportunities to support renewable local charitable activity Their strength lies in their proximity Savings in Cornwall (see Box 5),15 are positive social, environmental energy schemes, community The breadth and diversity of local to local conditions and people, which also doing work of great value to their or economic change transport, local food supplies or local activity is vast. Today, across the UK, enables them to have the knowledge, communities. While public sector organisations and there are 145,000 small charitable expertise and networks that national waste management. Economic and businesses clearly play critical roles in organisations with an annual income The challenges and opportunities bodies would find hard to secure. political situations also throw up new shaping local conditions, local groups opportunities that local organisations of less than £100,000. These groups that exist for communities are clearly including charitable organisations, Opportunities for philanthropists and philanthropists are in a strong represent 85% of all UK voluntary diverse. The next chapter outlines faith-based organisations and social In some cases, challenges faced by position to respond to. For example, organisations. the key steps and considerations enterprises have historically always communities present opportunities after London was chosen to host There are also an estimated 600,000 philanthropists might take when played essential roles in tackling the for innovation, which can be nurtured the 2012 Olympic Games, London community groups that fall ‘below embarking on their journey to make most pressing challenges in society, and supported by philanthropists. Citizens10 started its campaign to the radar’ of statistics – often small, a difference in communities that improving people’s well-being and For example, climate change ensure that local people in east matter to them. London would benefit, which has resulted in the 2012 London Box 4 / Helping the Somali community in east London Box 2 / Community solutions to environmental challenges Games becoming the first living Rahma Maye came to the East End of London from Somalia when she Alloa Community Enterprise (ACE) is an award-winning social enterprise 11 wage Olympics. The 2011 riots was 13. By her early twenties she was well integrated into British society. set up by a group of volunteers with a small business grant of £1,000 illustrate the need to support She spoke fluent English and had completed her A-levels. However, other in 1984 as a furniture re-use project. It now operates several major organisations working with young members of the Somali community continued to face a range of challenges collection and recycling services, while also providing training and people to prevent violence, such as trying to integrate into British society; and Rahma started getting requests employment opportunities to disadvantaged local residents. It is seen the one illustrated in Box 3. for advice from them. She advised them on issues ranging from childcare as the most successful community recycling business in Scotland and to employment, signposting them on to local government agencies and was awarded best large Social Enterprise in 2009 due to the benefits it charities. Although she has now moved on to a career in nursing, Rahma delivers to its community. continues to provide advice to the Somali community informally in her www. recycleit.org.uk spare time.

14 15 CASE STUDY: DAVID LAING inspiring local philanthropy

“Giving is an incredibly rewarding experience. I consider it to be a real Case Study: david laing privilege to see so many “I truly believe in inspiring others. Encourage giving groups doing such a large amount of work for little in a circle – ‘I give, will you?’” or no rewards.” David Laing

David Laing moved from Hertfordshire to “My wealth is largely inherited and I have always Local giving is important because you can focus a sport. They promote discipline and structure to Northamptonshire nine years ago. He and his been in a position to give something back at some funds to have the greatest effect. Rather than the youngsters through taster sessions. Over half wife Mary bought a small derelict estate and level. Giving cash is relatively easy. Time and being sector specific, we are able to focus on a of these young people come from socially deprived renovated it to become a family home once commitment is more difficult. At an early age, I was geographic area, supporting a wide range of projects. backgrounds, for whom sailing is an inaccessible again. Today, the house and land are used as involved in working as a volunteer with youth clubs If you compare giving locally with nationally or sport due to cost and social status. a base for community activities. Shortly after in east London, which showed me how important it internationally there is a completely different level I truly believe in inspiring others. Never be afraid he moved, David was approached to become a is to engage with young people so that they are able of reward. I enjoy giving to a local charity. You feel to tell somebody that you have taken an interest trustee of the Northamptonshire Association to realise their potential. much closer to it, and you’re more likely to see the in a particular project and have offered support. of Youth Clubs. He subsequently became result of a gift or indeed a gift in kind. My family, parents and grandparents, had always Encourage giving in a circle – ‘I give, will you?’ President. At about the same time, he joined the put a part of their income to one side for others And it’s important to understand the wide ranging I donated to an endowment fund within the Northamptonshire Community Foundation as and we were actively encouraged to participate profile across your community: age, race, religion. Community Foundation and encouraged others a trustee and then became Chairman. He was in charitable activity and take an active interest We rely on the team at the Community Foundation to follow suit using match funding – this meant responsible for turning the organisation around in voluntary giving. This created a culture of to bring forward a number of local projects for us to the endowment increased from £400,000 to £2.3 and working with a new Chief Executive to giving for me. Surprisingly, immediately post war, support. This is a level of filtering that in itself is million. Through the foundation, we have been strengthen the board. Motivated by his wide- those strong ‘families’ in the building and other always a difficult process. We really value the good able to meet others who have adopted the county as ranging interests, David is also on the board industries, like the Laings and Sainsburys, assessment mechanism that is in place. their base for giving too. of several other local organisations, from shaped this strong ethic to give back to charities. the University of Northampton to the Youth As High Sheriff of Northamptonshire last year, I was Giving is an incredibly rewarding experience. I’m genuinely pleased to see that this is a tradition Sports Trust. He also runs his own foundation able to raise the profile of the High Sheriff Initiative I consider it to be a real privilege to see so many that continues today. which gives locally and chairs his father’s Fund, which is an established fund that focuses groups doing such a large amount of work for little charitable foundation, The Kirby Laing We think long and hard about who and what we on the prevention of youth crime and anti-social or no rewards. give to through our own foundation. Local giving behaviour. This fund is of particular interest to me Foundation, which has a much broader remit. My advice to anyone thinking of giving locally would is important to us and we channel 70% to the and supports my motivation to give to help reduce be to contact your local Community Foundation, Northamptonshire Community Foundation and problems for our young people in the county. if there is one, and if there isn’t, then set one up. 20% goes to Hertfordshire Community Foundation. The Northampton and Wellingborough Sea Cadets It isn’t difficult to set up your own charity with a We also give to St John Ambulance and Marie is also a superb example of working with young local focus, but you’d need an enormous resource Curie locally. people. The Cadets provide excellent facilities and and the time to do so. It’s far more effective and activities to introduce young people to sailing as economical to use a vehicle that already exists.”

16 17 CASE STUDY: ANDREW PRESTON inspiring local philanthropy

Case Study: andrew preston “I was driven by a sense of, ‘If I don’t do it, who will?”’

Andrew Preston, 44, recently founded Green Middlesbrough has not recovered from the My aim was to get £100,000 in the first year and links with the award-winning University Lane Capital, a property development firm in downsizing of traditional industries such as increase on this year on year. It has been a time- of Teesside on both the business and charity side the North-East that aims to transform derelict ship-building, chemicals and steel. This has consuming process, but in the first year already we to gain guidance on where we can target money areas of Middlesbrough. A former London worsened the emergence of a drug culture and have 23 patrons, including Mark Bolland, the former most effectively. hedge fund manager, Andrew returned to his created a downward spiral as parts of the population Deputy Private Secretary to HRH The Prince of My work is about the regeneration of culture home town of Middlesbrough in 2008. Struck by have moved to the outer suburbs to escape the Wales, Middlesbrough Council Chief Executive and people and connecting with members of the the social and economic needs of the area, the deterioration. and a Goldman Sachs banker, who all hail from community. ‘Giving back’ is a funny phrase as father-of-two launched the Middlesbrough and My growing frustration with the worsening social Middlesbrough. That alone has generated good I haven’t taken anything and there is no guilt. Teesside Philanthropic Foundation in April and economic situation in Middlesbrough finally media coverage, resulting in additional private I can assure you I am not a saint and not a religious 2011, asking people with connections to the pushed me to start contacting people to discuss the donations and a fund of over £130,000 after two person. I just feel a sense of pride about where area to help support community infrastructure local problems and gain support for my idea. I was months. But I want to create something now that is I grew up and I think it is my duty to help the projects and services. driven by a sense of, ‘If I don’t do it, who will?’ sustainable and a national model that is transferable community and set an example to other locals. “I grew up feeling that you have a responsibility to to other areas of the country. It is all very exciting The main aim of the Middlesbrough and Teesside The first step to setting up a local charity is to do something for others. Partly because I’d see my and the possibilities are boundless. Philanthropic Foundation is the preservation of the recruit a few key players, who are equally passionate dad regularly helping at a local centre for people local community infrastructure. But there are three I have employed the local Community Foundation about the local area. You want them to buy into the with disabilities, and also because I was raised with other themes that are equally important. Firstly, the to make use of their back office resources for admin, concept and help you from the start, so you need a strong Catholic faith where a cohesive, social area has low levels of aspiration, very little free auditing, due diligence and vetting. We assess to sell them the vision and convince them of the community and a sense of duty was the norm. enterprise and a lack of confidence. These are all applications for support using three main criteria: opportunities! The local energy and push is critical I became involved in charity as an adult when I was things I want to encourage and promote. I am also the postcode must be local; it must be a community- to success. based project; and we prefer projects where a asked to be a patron of the London-based charity aiming to join up local businesses and create a When identifying a cause to support, work out Absolute Return for Kids (ARK). I wanted similar ‘virtual’ business community to exchange ideas. relatively small amount of money will make a big difference. A local boxing club that was at risk of what is important to you and go where your heart is. projects to impact my home town and help young Finally, I want to start creating some good PR about For me, that was the local need for social inclusion people who are outside the system to build their the area and showcase what we can do locally, as this closure has been one of the most recent recipients, and although it sounds clichéd, boxing clubs and social engagement. But you also need to confidence and move them away from benefits has been somewhat lacking in recent years. understand the local community to ascertain who dependency. support the community by acting as policeman, To show my commitment to the cause, I initially social worker, probation officer and sometimes needs the money and who can help you work Three years ago, I moved back to Middlesbrough gave £20,000 to the charity and then began surrogate parent to young lads who need help. towards your goals. So it’s also important to read and I began to feel more passionate about contacting local people to ask them to be patrons. the local media, and with so much information the regeneration of the culture there. This would involve them contributing £2,750, or We have a good handle on local needs but, in order now available online, it is easy to get an overview £4,750 if they wanted to be a corporate patron. to further our understanding, we are forging strong of everything that happens locally.”

18 19 LOCAL PHILANTROPY: GETTING STARTED inspiring local philanthropy

There are a wide range of www.dta.org.uk), by talking to Should a philanthropist wish to resources that can be used to help community leaders, neighbours or undertake their own research to philanthropists support their local charity workers and by reading the understand the local landscape, a communities. For example, the local press or websites. picture can be built using information Coutts Institute offers bespoke gathered from resources of all kinds, Many local groups and community advisory services to clients to inform including those described above or leaders will have an in-depth their philanthropy. websites noted in Box 6. The local knowledge of local challenges and snapshot of Lambeth, London, Understanding the local landscape opportunities that could benefit on page 22, illustrates the kind of One of the best ways for individuals from philanthropy. Organisations picture that can be built up of a local to get to know the communities such as the Joseph Rowntree area drawing on diverse sources of they care about is by walking or Foundation (www.jrf.org.uk) also information. Appendix 1 also includes driving around the neighbourhood, produce research that can provide snapshots of local conditions in visiting community centres or philanthropists with important Cardiff, Leeds, Merseyside local groups (including charities, insights into local conditions, notably and Surrey. faith-based organisations or the the organisation’s research on poverty local Community Foundation or and place. Development Trust Association –

| 03 | Local philanthropy: “At Coutts we support clients with all aspects of their philanthropy, getting started and it is hugely rewarding to see As outlined in Chapter 2, there is a vast array of opportunities for philanthropists to the joy and passion that drives Values, passions individuals and their families make a difference in the communities that matter to them. Given this, how can people and interests find a focus for their philanthropy to ensure maximum impact, and what approaches to make a difference in the communities they care about.” can they adopt when supporting local organisations? Here we illustrate the journey Maya Prabhu, Head of UK Philanthropy a philanthropist might take in shaping their work and applying their resources.

Focus of activity Local philanthropy: The first steps funding to environmental causes in Questions philanthropists Local challenges Available resources There are many opportunities for his home region in the North-East might consider and/or opportunities (time, money, skills) philanthropists to play a role in of England. As a philanthropist embarks on their their local community. The choices journey to support local communities, ‘‘I increasingly focused my philanthropy on philanthropists make about where they might consider questions such as: environmental issues and especially what and how they allocate their time, are, to me, the obvious links between the • How do I find out what are the most money or skills are often driven by condition of the physical environment and pressing challenges or opportunities a combination of three key factors as Figure 1: Finding a focus for PHILANTHROPY individual and community well-being. I am in the communities I care about? illustrated in Figure 1: a keen fisherman and I am acutely aware 1) their values, passions and interests • How and where might my support of how farming, land use development, 2) their available resources make a difference? water abstraction, river catchments and bio Box 6 / Sources of data and information about local areas 3) the challenges or opportunities diversity are all interconnected and have • How do I find effective Local Futures www.localfutures.com In addition to resources already available at Community Foundations, from available in any given context. major implications for the quality of life of organisations to support? July 2011 they will be able to offer Place Profiles, which provide a high level analysis of any given area. Place Profiles also relate social conditions locally to wider economic development, sustainable development and quality of life issues. Ian Gregg’s philanthropy, profiled on people who live nearby – not least in the case • How can my support lead to ONS Neighbourhood Statistics www.neighbourhood.statistics.gov.uk page 10, is an example of this. Being an of flood risks.’’ sustained change? enthusiastic fisherman, he devotes a Index of Multiple Deprivation 2007 www.communities.gov.uk/documents/communities/pdf/733520.pdf tremendous amount of both time and • How might I measure success? Welsh Index of Multiple Deprivation www.wales.gov.uk/topics/statistics/theme/wimd/2008/ Scottish Index of Multiple Deprivation www.scotland.gov.uk/Topics/Statistics/SIMD

20 21 Understanding and mapping local contexts inspiring local philanthropy

A local snapshot: Lambeth, London

Key statistics Key funders and funding gaps A snapshot of the local community Getting involved: • 19th most deprived local authority in Some of the main local funders include Lambeth is among the most densely England, 5th most deprived in London The Walcot Foundation, the Peter Minet populated boroughs in the country understanding Trust and The Capital Community but with fewer businesses than might • High ethnic minority population – Foundation’s Lambeth Community Fund. be expected – those that exist are 67% white population (88% national the options small, with 85% having fewer than five 1 | Fund through average) Funders support a range of local employees. More Lambeth residents are a local community groups and charities, and • 35% of pupils on free school meals concerned about the ‘lack of jobs’ than together address issues relating to Community compared to 16% national average the rest of inner London. financial literacy, well-being, the arts, Foundation • Crime: in worst 25% of local education, access to opportunities and The buzzy arts scene around Southbank, Once a philanthropist has identified supporting the communities that Community Foundations offer a wide authorities social cohesion. Brixton and Clapham masks significant the focus of their work - having matter to them, indicating the range of opportunities to engage in deprivation and need. Lambeth’s most reflected on factors such as their time- intensity that might be • 42% of pensioners receiving pension Possible areas to fund to address the community but, as Figure 2 below disadvantaged residents are being values, passions and interests; the involved. For example, funding credit (29% national average) priority needs in Lambeth could include illustrates, they are also time-efficient displaced from popular neighbourhoods scale or nature of resources available through a Community Foundation organisations working with isolated vehicles for hard-pressed donors. Lambeth is characterised by a diverse surrounding cultural hotspots, giving rise to them; and the nature of local might be advantageous for a very older people or at-risk young people, or population, living on low incomes, to simmering tensions amongst youths. challenges or opportunities - there time-poor donor, while setting up A Community Foundation is a projects supporting ex-offenders and suffering from high crime, high are a number of ways in which their an operating charity appears at the geographically focused charity with those involved in gangs. Rates of teenage pregnancy, school unemployment and high levels of mental support can be deployed. other end of the time-intensity a variety of vehicles for giving time, permanent exclusion levels and the health problems. Issues of particular spectrum. These mechanisms are money and expertise. Community proportion of 16-18 year-olds not in Figure 2 illustrates the diverse ways in need are community cohesion, each explored in turn below. Foundations exist in all parts deprivation, gang-related crime and education, employment or training are which philanthropists might go about of the UK. mental ill-health. all higher than the national average. Gang violence is a significant and Figure 2: Choosing the most appropriate way to get involved locally growing problem with a low provision Information resources of services for at-risk youth. Set up an operating organisation Press: Pan-London and local media – South London Press Efforts such as festivals and sporting (www.southlondonpress.co.uk), Evening Standard’s Campaign for the Dispossessed and outreach programmes from the (dispossessedfund.communityfoundations.org.uk) Young Vic and the Oval, are being made Become a venture philanthropist Local blogs: eg ‘Lurking about SE11’ (southeasteleven.blogspot.com) to address these issues, particularly to reach out to young people and to Become a volunteer The Capital Community Foundation (www.capitalcf.org.uk): linking donors with integrate new and displaced residents. local charities through the Lambeth Community Fund Health is also poor – with one of the Get involved through your business Lambeth Strategic Partnership (www.lambethfirst.org.uk): a source of statistics highest levels of mental health needs in and community consultation London and the highest rate of HIV in Co-fund with a local grantmaker Lambeth Voluntary Action Council (www.lambethvac.org.uk): advice and support the country. However, most Lambeth for the voluntary and community sector residents are happy, rate their health well and like the area in which they live. Give with others - peer networks, giving circle and local campaigns Localgiving.com (www.localgiving.com): a website allowing donors to search for vetted projects in their local area Provide funding directly to local groups and social enterprises

Fund through a local Community Foundation

LOW MEDIUM HIGH VERY HIGH Data and stories provided by The Capital Community Foundation TIME INTENSITY

22 23 GETTING INVOLVED: UNDERSTANDING THE OPTIONS inspiring local philanthropy

“It isn’t difficult to set up your own trust with a local focus, but you’d need an enormous resource and the time to do so. It’s far more effective and economical to use a vehicle that already exists.” David Laing

that can help identify organisations funding possibilities and inviting to support based on a location or organisations to apply, and for finding a theme. information, local organisations Fund a local branch of a national and activities. As illustrated by charitable organisation: There are Andrew Preston in the early stages of many national charities that operate establishing his Middlesbrough and on a local basis through branches, such Teesside Philanthropic Foundation: as AgeUK, Mind, Citizens Advice “It’s important to read the local press – and Typically they operate in a county or and charities is now available from Other ways in which Community 2 | Provide funding Bureaux or the Alzheimer’s Society. with so much information now available a large metropolitan area but there Localgiving.com, also highlighted in Foundations can support online, it is easy to get an overview of directly to local Draw upon the experience of a everything that happens locally.” are also Community Foundations this guide. philanthropists include: research groups or social local grantmaker: Established for Scotland, Wales and Northern and knowledge of local challenges There are many ways to use a trusts and foundations often publish It is important to note that over Ireland. Their aim is to identify local and opportunities (illustrated in Box enterprises Community Foundation, one of a list of their grantees, which the past 20 years, many community needs, bring together philanthropists 7); opportunities to connect with them being the Donor Advised Fund Making grants is the most common philanthropists can consult as a useful organisations have moved from being who wish to make a difference to their charities and community groups, and (DAF). This provides many of the way of directly supporting local starting point to find organisations fuelled only by grants to a more local areas, and link them to projects for donors to offer their expertise; same benefits to a donor as a private organisations. to support. sophisticated funding ecology that that improve the quality of life in donor networking and co-funding family charitable trust including includes equity, loans and patient their community. with local grant-makers; and support In order to find organisations to Use local media: A key theme all tax reliefs, but the Community capital. There is a growing number of to local businesses with their giving. support, philanthropists have a range running through many of the There are now 58 Community Foundation provides grant-making, mechanisms through which charitable of options: case studies in this guide is how organisations or social enterprises can Foundations in the UK, holding due diligence, monitoring and useful local media (radio, print £224.5 million in endowments and reporting services. Donors can Connect with local networks: be financially supported. The ‘social Useful resources and online) can be for publicising 18 giving out around £70 million in provide short-term, or long-term Such networks include faith-based investment’ or ‘impact investing’ Community Foundations www. grants per year. In 2010, over 26,000 support (usually in the form of an organisations, local funding forums or communityfoundations.org.uk/ charities and community projects endowed fund) to their particular organisations that act as an umbrella community_foundations/map Box 8 / Fair Finance: The cornerstone investors and the received funding support from a community issue or area. This spreads for groups or individuals. Manchester engagement of commercial banks The Global Fund for Community philanthropist Brian Greene, for Community Foundation. This breadth the overheads that every charity ‘Fair Finance is a microfinance organisation that aims to reduce financial example, uses ‘host’ organisations of funding to local charities and and private trust incurs among Foundations (a network of over 100 exclusion by reinventing personal finance to make it more inclusive. community groups means donors many donors. Local charitable and emerging local community philanthropy such as sports clubs, dance schools It provides access to bank accounts, personal finance, business finance benefit from the local knowledge community organisations also benefit institutions around the world) www. and theatre schools in order to find and debt counselling to communities in London. It has proved the business that is built up over time. as one application to a Community globalfundcommunityfoundations.org individuals to support through his case for its lending services and in order to scale them it required: loan Foundation potentially accesses Arts & Sports Trust. ‘It is much capital to grow its loan book and investment capital to cover its core Many of these projects are run by funding from many funds. easier to vet an organisation than an expansion costs. community groups which are too individual,’ he says. small to register with the Charity By separating out these financing needs, it approached different funders Commission for England and Wales, Use an intermediary: There are for different requirements. It raised £2m in debt finance fromS antander, or equivalent bodies for Scotland Box 7 / A philanthropist’s view – Kent Community Foundation16 consultants and organisations Société Générale and BNP Paribas to use for on-lending. A further £350k was secured from the NESTA Big Society Finance Fund to help speed the and Northern Ireland, and are “What’s great about Kent Community Foundation is that it ensures that (including Community Foundations) growth and ensure leverage ratios were maintained. This finance was raised therefore ineligible for Gift Aid relief. we are helping genuine cases of need,” said Paul Rooney. “The team has that can provide strategic advice on commercial terms, which will ensure that it can scale upwards as the One of the features of Community presented causes and groups to us we wouldn’t have previously considered on local giving that can find charities supporting, because we were unaware of the wide-ranging needs that business grows and is successful. However a key part of the banks’ support Foundations is that because they that reflect a philanthropist’s specific was ensuring that the investment capital for expansion had been already research and fund these same groups, existed in our community. Kent Community Foundation does all the criteria, and that can conduct leg-work. The team talks to us about the groups and individuals they’ve secured. Up to £750,000 had been secured by angel impact investors such a donor can still give tax efficiently due diligence. as Venturesome, Ashoka and various high net-worth individuals which found that need help, and provide us with the necessary information and 17 to a community group by using a knowledge so we can make decisions on funding. I just wouldn’t have the Go online: New websites such as provided comfort and underpinned the banks’ capital’. Community Foundation. A new time or the ability to vet each one.” Localgiving.com are emerging with www.fairfinance.org.uk online platform for community groups searchable databases of organisations

24 25 GETTING INVOLVED: UNDERSTANDING THE OPTIONS inspiring local philanthropy

landscape has captured the 3 | Give with others – Local fundraising campaigns: 5 | get involved imagination of many philanthropists peer networks, giving Individuals can also fund with and charitable trusts and foundations, through your circles and local others to their local area through especially those who wish to combine local campaigns. One example is the business enabling a positive social and/or campaigns Evening Standard’s Dispossessed Fund, Most businesses, regardless of size, environmental return with a financial There are a variety of ways in which run in conjunction with Community industry or structure, take part in return. Based in east London, Fair philanthropists can work and connect Foundation Network, to fight poverty 20 some kind of charitable activity. Finance, illustrated in Box 8, is one with others: in London. Also based in London example of a social business that is is Islington Giving, a coalition of five In a 2005 Coutts survey of almost 300 growing as a result of a combination Donor communities: There are charitable trusts already funding in businesses in the UK, 84% supported of philanthropy and other forms a number of existing networks the borough, which aims to raise £3m charitable causes. According to that of finance. based in specific locations that ‘for local people, by local people to survey, companies’ charitable giving share knowledge about local issues support the local community’.21 is motivated by a number of factors – and organisations. Some examples ‘bringing employees together’, Useful resources include: The Funding Network The campaign not only calls for ‘making the world a better place’ – Intermediaries: For a full list of (illustrated in Box 9), London donations, but also offers innovative but most clearly by ‘giving something intermediary organisations, see Funders, East Midlands Funding ways for local people to help combat back to a local community’. Giving Philanthropy UK’s Philanthropy Forum, as well as groups in Northern poverty in Islington, such as hosting through a business, particularly when Directory (www.philanthropyuk.org/ fundraising events, becoming an Ireland, Scotland and Wales. Although 4 | Co-fund with a it is a family business strongly rooted resources/philanthropy-directory) some funding networks tend to ambassador, tipping in restaurants, or Box 10 / The Francis C Scott in the local community, is often Online databases: www.localgiving.com, consist of established grantmaking supporting new social entrepreneurs. local grantmaker Charitable Trust (FCSCT) directed at organisations in close www.thebiggive.org.uk or an advanced trusts or foundations, they can be Philanthropists can tap into the The Francis C Scott Charitable physical proximity to the workplace. Trust is a family trust that search of the Charity Commission’s site a good source of information for expertise of local grantmaking Useful resources gives more than £1m per There are a number of different ways at www.charity-commission.gov.uk individual philanthropists. To find a Funding Network in your trusts and foundations that have been funding in the community for year to charities operating in that businesses can get involved with local area, see Philanthropy UK’s list of Cumbria and North Lancashire, Coutts 2010 Guide to Social Enterprise Giving circles: Giving circles are many years, know the local issues local groups. These include allocating regional funders’ forums: primarily supporting children (www.coutts.com/files/social- groups of individuals who come well, and are well connected with a share of profits to a corporate www.philanthropyuk.org/quarterly/ and young people. The FCSCT enterprise-q2-2010.pdf). Working together, pool their funds and local organisations. Some larger local foundation and distributing this with ClearlySo, the School for Social determine what issues and charities articles/local-funders-collaborate-impact was approached by an individual to local organisations, encouraging funders are committed to sharing responsible for distributing Entrepreneurs and UnLtd, the Coutts to fund. The pooled fund is often staff to volunteer in their local To join a local Funding Network or knowledge about local issues. a £70,000 legacy left by their hosted or sponsored by a charitable communities, establishing payroll Social Enterprise Advisory Service to set up a local group in your area, For example, the City Bridge Trust, uncle for children and young supports clients that wish to engage organisation, such as a Community see: www.thefundingnetwork.org.uk/ based in London, publishes bite-sized people in Cumbria. Knowing giving schemes to encourage with social enterprises. Foundation. Circles are typically category/group/ publications called The Knowledge – the FCSCT was an expert in employees to give, and match-funding organised around an area of common this area, both by geography employees’ charitable giving. Many Community Foundations host Learning from London, where lessons interest (for example, Coutts offers and theme, they asked whether pooled funds and/or partner with The are shared on grant-making in London Anyone who shops at Waitrose will donor-advised funds on microfinance) the FCSCT could make grants around specific issues, such as the be familiar with their green token or a geographic region. It is a high- Funding Network or host other giving on their behalf, which it duly environment, knife crime, IT system. Customers decide how engagement and enjoyable form circles: www.communityfoundations. did. “So long as it involved a capacity and building accessibility much of a monthly total is given to of philanthropy, as participants org.uk/community_foundations/map light-touch admin approach and for disabled people.22 each of three nominated charities or dedicate time to decision-making A useful guide on setting up your own was free of restrictions, our board decided that helping to community organisations – nominated and to learning about local issues giving circle: www.philanthropy.ie/index. Co-funding with existing philanthropic distribute this legacy was within in the first place by customers and organisations.19 php/philanthropy/want_to_give/ organisations can prove to be a good way of benefiting from the due diligence our mission to support children themselves. This initiative not only within our local county,” and experience of an existing funder, supports local organisations, but also recalled Chris Batten, Director as illustrated in Box 10. builds awareness about local issues of the FCSCT. “We have also with customers. recommended a short-list of charities we know or fund to Useful resources another individual keen to give Useful resources The Association of Charitable in the area, but we only do this Business in the Community advises Box 9 / The Funding Network Foundations (ACF) is a good resource on an ad hoc basis.” businesses on social responsibility, The Funding Network (TFN) was set up in 2002 by Dr Frederick Mulder to offer a way for people to engage in peer for finding established grant-makers giving. TFN events are open to anyone and give donors the opportunity to hear presentations by a handful of charities including volunteering and charitable operating throughout the UK. ACF is in a Dragon’s Den style environment. There is then a pledging session where people can give and the funded charities giving. www.bitc.org.uk also a valuable source of publications report back to donors one year later. There are now funding networks in London, Leeds, Manchester, Norfolk, Oxford, Devon and Bristol (South-West). A typical event will offer opportunities for members to give in their local and training for trusts and foundations. area and to meet other local donors. www.acf.org.uk

26 27 GETTING INVOLVED: UNDERSTANDING THE OPTIONS inspiring local philanthropy

6 | become a volunteer Box 12 / TreeHouse School Local involvement need not be just A mother in north London about providing financial support. whose son had been diagnosed It can also be about giving time or with autism was told that, expertise. There are a variety of ways although he required specialist help, there were no school philanthropists can support local places available locally for organisations through the giving of her child. After reaching out their time. Volunteering or becoming to other parents in a similar a trustee of a charitable organisation situation and after hours of can also be a great way to develop a 7 | become a Venture research into the most effective deeper understanding of local issues philanthropist approach to tackle autism, the and how charitable organisations or group of parents, which included social enterprises operate. the author Nick Hornby, decided to start a school Volunteer: The range of themselves in their local area. opportunities is vast – from running TreeHouse started life with five sports activities to planting trees involve running a media campaign to However, the benefits for both pupils in a borrowed room in or mentoring children at risk of 7 | B ECOME A VENTURE the local hospital. Thirteen years raise awareness of a particular issue the investee and the donor can Useful resources exclusion from school. An example of PHILANTHROPIST later, it has become one of the and encourage other local residents be significant. When it works, the The European Venture Philanthropy volunteering making a difference in a UK’s leading autism campaigning to take action. Venture philanthropy (VP) is a venture philanthropist provides Association promotes venture community is illustrated by the Olive organisations, Ambitious about form of engaged philanthropy that the investee with a supply of long- philanthropy around Europe and to Branch in Box 11. Autism, raising awareness, involves a combination of finance term funding, finance to build the support its 120 or so members in Useful resources influencing policy and training Become a trustee: Many people and expertise (to draw the parallels capacity or infrastructure of the carrying out venture philanthropy For volunteering opportunities, while still providing first-class have skills, knowledge or experience with venture capital) to enable a organisation and the provision of activities. www.evpa.eu.com specialist education for up to contact your local volunteer which they can bring to a charity. step-change within a charitable hands-on support. 100 children with autism. centre: www.volunteering.org.uk/ Impetus Trust is one of the leading Trustees should have a strong organisation or social enterprise WhatWeDo/Local+and+Regional/ For venture philanthropy to work, Venture Philanthropy organisations in personal commitment to the aims and (investee) to further its mission. www.ambitiousaboutautism. VolunteerCentreFinder there needs to be a close relationship the UK. www.impetus.org.uk objectives of the organisation they On the whole, the focus is on org.uk/page/treehouse_school/ between the donor and investee over index.cfm wish to support. Timebank helps people find things capacity- building rather than The Venture Partnership Foundation is an extended period. Donors get the to do close to where they live or work funding projects or general running a grantmaking foundation supporting Using expertise to help strengthen chance to work closely with charities www.timebank.org costs, with a key emphasis on social entrepreneurs. www.vpf.org.uk the work of a charitable organisation and see the impact they are having on measuring the social impact of or social enterprise. In some cases For trustee vacancies, search the the charity first-hand. and foundations, the local council, organisations would welcome support Trustee Network’s database: the investment. Community Foundations or existing As well as directly identifying an with, for example, the development www.trusteenet.org.uk/jobs-search It usually requires a high level 8 | set up an operating organisations operating in a given organisation to support, a venture of a strategic or business plan or or connect with Getting on Board of time commitment to identify field or area) can help establish what philanthropist can get involved in organisation with financial planning. Where www.gettingonboard.org which organisations to invest in, activity currently exists. venture philanthropy through a appropriate, offering expertise can then to work out their financing Some philanthropists choose to Pilotlight matches talented business specialist intermediary, such as be rewarding for both parties. needs and structure the financing invest significant time and resources Whatever the mechanism that a people with charities and manages the the Impetus Trust. Donors can mechanism accordingly (which can in setting up their own operating philanthropist chooses to adopt in Become a champion: Some relationship. www.pilotlight.org.uk either donate through this fund be loans or other forms of finance charitable organisation or social their philanthropy, the rewards for philanthropists choose to act as a to organisations in their portfolio, as well as grants). enterprise to tackle a specific issue in the philanthropist, the organisation champion of a local issue. This may fund individual organisations as a their local community, as illustrated they support and the communities co-investor, or contribute skills, in Box 12. they work with can be plentiful, as such as legal, marketing, accountancy illustrated in Chapter 4. or consulting. However, setting up a new operating Box 11 / The Olive Branch – Volunteering in Wales organisation is often a last resort The Olive Branch project is run by a group of dedicated volunteers under the umbrella of the Bethel Community Church. for philanthropists because of the Useful resources It provides a free drop-in service for homeless and vulnerably housed people in Newport, South Wales. Inside a amount of investment required. The Charity Commission provides renovated cafe, the Olive Branch provides support for over 35 guests each week. Volunteers give their time and a hot It is always worth exploring whether useful guidance on setting up charitable meal and a drink along with a friendship and a good listening ear. There are many facilities available for guests to use there are existing organisations that organisations: www.charity-commission. at the community centre including IT and showers and a clothes bank, and arts and crafts sessions. Medical advice, can be supported or built upon rather gov.uk/Start_up_a_charity/default.aspx counselling and literacy tutoring are also available at the drop-in session, which can improve the health and well-being than duplicating the effort. Talking of the guests. to local experts (grantmaking trusts

28 29 CASE STUDY: BRIAN GREENE inspiring local philanthropy

“The most rewarding thing locally is building relationships with organisations and getting the opportunity to meet grant recipients – nothing beats it. Case Study: Brian Greene This also gives the trust credibility as it shows your passion about “It is fantastic to watch how young people drive the organisation, the individual themselves and the family is rewarded by and their future.’’ witnessing people who receive our grants Laura Greene, Brian’s daughter achieve their dreams.”

Now retired, Brian Greene spent his working Setting up the trust was a little time-consuming We had never thought about the trust having It is still a little early to say how successful we life in the IT industry, first working for a large and costly but not difficult. I wrote a two-page a local bias and we marketed it as a national trust. have been, as many of our recipients are young, company and then forming and building his synopsis and gave it to solicitors to set up the The main driver was to help young people achieve but signs are that many of the young people we are own very successful company. charity. I donate an annual amount and we also in sport and the arts, which often involves travel to helping do go on to make an impact in their chosen receive some money from individual donations. access the best facilities. Invariably if you want to area of activity. One of the young people we have Hobbies include keeping fit, music, good food We decided that we would work with ‘host’ become a star of stage and screen, you head south supported, George Samson, went on to win Britain’s and travel, all of which his wife Carol is only organisations, such as sports clubs, dance schools, to London; and if you want to be a footballer, you Got Talent, and has received further professional too happy to take part in. Other interests theatre schools and art colleges that could put probably head north. So a certain local flavour has training and contracts as a result. include giving presentations on a variety of forward students or members as candidates. jumped out at us. We have ended up giving about musical topics and running the family charity, I believe that setting up your own trust or charity is Organisations act as a third party to nominate and 80% nationally and 20% in the Manchester area. The Arts & Sports Trust. His only remaining the most effective and satisfying way to target your justify their selection of candidates for AST awards. ambition is to visit as many major theme parks Some local focus has also come from building giving and experience the results. Other general This adds a vital filter to our selection process in the world as he can, although Disneyland relationships and networking with local organisations tips are that you need to be very clear about your and ensures that we receive references from always seems to get in the way. that nominate candidates such as Sale Harriers, an objectives and how these are different from other professional bodies, as well as the subjective athletics club based in Manchester, and with local local and national charities, know where your funding “I was a working-class boy but I was very lucky as I applications of individual candidates. organisations that give funding, such as Manchester will come from, and have a plan to make it happen. lived in a community that provided the means to We try to keep the application process accessible University Student RAG. achieve my aspirations. However, I realised that Locally, it is worthwhile doing your research and and set great store by applicants’ personal many people do not have that luxury, so I wanted to There are other charitable organisations in the area, then seeking out the people in the organisations statements. We want to ensure the candidates’ give something back. I also wanted to prepare my and we try to ensure that we do not duplicate effort. that you want to work with who are most likely to commitment and willingness to go the extra mile. children for the responsibility that comes with They all work differently and have different biases nurture the relationship with you. Hopefully, they The trustees – myself, my wife Carol, my son inheriting wealth, as well as providing them with a so, between us, we cover the full spectrum of will become an ambassador for the charity. It is James and my daughter Laura – evaluate and reason to stay in touch as a family. local needs. about people, not organisations. Also, utilise the independently score the applications according local media to spread the word and make publicity I founded the Arts & Sports Trust (AST) in 2003. to our funding criteria and I make the decision You definitely get a different experience out of a condition of your award/funding. The inspiration came from looking at my children once all scores have been submitted and collated. giving locally compared to giving nationally because and the benefits that they enjoyed from their To date, we have tended to agree on the grants of the local relationships – you can pop in to see If your area of charitable impact is distinct and physical activities – James in football and Laura to be made; however, the independent scoring people more easily and then you become the face changes lives for the better, it will take on a life of in dance. I was lucky because I could fund my process is vital to ensuring the integrity of our of the charity and build trust. People often hear its own and you will be amazed where it will lead. children’s activities. However, I realised that there award-making. Involving our children has worked about the AST through word of mouth – the local It is fantastic to watch how young people drive are many youngsters wanting to make a career of wonderfully. We know now that when they inherit organisations have national relationships and if they themselves and the family are rewarded by sport or the arts but who may not have the financial our wealth, they will have a sense of responsibility have a good experience of the trust then word spreads. witnessing people who receive our grants achieve resources required. The Arts & Sports Trust was a and social conscience. It is also a great pleasure to be recognised by, and their dreams.” way to help young people to achieve their dreams receive money from, a local group and then put that and inspire others. money back into the local community where I grew up and worked.

30 31 CASE STUDY: ANDREW WATES inspiring local philanthropy

Case Study: andrew wates “It is very rewarding to get involved at a direct and local level, whether that is rolling up your sleeves, providing gifts in kind or providing expertise and advice.”

Andrew has lived near Dorking in central the third and fourth generations, providing a strong have greater local management of prisons – Giving locally is equally important to the family Surrey with his wife Sarah and their family family history of both enterprise and community dealing with more prisoners locally within their and me personally. I am Patron of the Surrey Care for over 40 years. Andrew is a third generation philanthropy. home county – and that we should explore new Trust and a trustee of the Royal Alexandra and member within the Wates Group, one of ways of helping them once released. It can’t be right Albert School and St Catherine’s Hospice. It is Our giving nationally is strategic with carefully the largest privately owned building and to have 70% of ex-offenders back in prison within rewarding to get involved at a direct and local level, thought through priorities, and a reflection of our construction companies in the UK with over 18 months. The results at the Clink restaurant in whether that is rolling up your sleeves, providing sense of social responsibility. We have five key 2,000 employees and an annual turnover of High Down Prison in Sutton, are visible and are gifts in kind or providing expertise and advice. themes which include Training and Education, over £1 billion. Andrew joined the family having some success in supporting prisoners to One of the highlights of the year for Wates staff is Social Enterprise, the Environment (including business in 1964 and was Chairman until 2006 train, gain qualifications in food preparation and their participation in the Wates Community Day. sustainable energy), supporting Local Communities and subsequently Chairman of Wates Family business, along with support and guidance to find Everybody in the organisation, from the top down, and ‘thought leadership’. This has included looking Holdings. Andrew was also Chairman of the employment once released. Part of the success is that supports projects within their local communities. at the root causes of poverty, which led us to being Institute of Family Businesses until recently. we are backing, with other funders, an inspirational Last year over 11,000 hours of direct help to involved in a joint venture pilot in the Midlands The Wates Group won the Coutts prize for the individual in Al Crisci. The Clink, recently featured community projects was given by Wates people. with the National Housing Federation and RBS, best UK Family Business in 2007. in a television documentary, is the only social By the nature of our business we are strongly called My Home Finance. It is a new high street enterprise restaurant run within a British prison. connected with local communities and part of the Andrew is Chairman of the Grant Committee of service which offers more affordable loans and local networks. the Wates Family Enterprise Trust. The Trust advice to people who find it difficult to obtain loans. Tragically my son was killed while travelling in runs Wates Giving, a charitable programme It offers access to responsible lending and diverts South America as part of a period of voluntary work. Providing gifts in kind, such as office accommodation which invests in local projects proposed by Wates people away from crime, doorstep lenders and loan We established the William Wates Memorial Trust and skills and expertise, is as crucial as funding. employees, supporting organisations which benefit sharks. They support people with micro-loans that in 1998 to reflect his passion for sport. We wanted We continue to support the Community Foundation communities for the long term. In addition, the help them directly with their day-to-day life such as to help the most disadvantaged young people and for Surrey by providing for core costs because Wates Group hosted the Community Foundation buying school uniforms. help them focus on positive activities that build we believe this is an investment which will help for Surrey within his offices in Leatherhead when their potential. The Trust awards grants to support the Foundation to develop and inspire more people We also want to support social enterprises and it was first established five years ago. Andrew is a children and young people to take part in sport, arts in Surrey to give to their local communities. have been impressed with the achievements of the founding trustee and has chaired the Finance and and education, covering a wide geographical area The Community Foundation is ideal because of its Riverbank Community Café set up by residents Investment Group, establishing a strong financial particularly in inner London. The support that we local grassroots knowledge. It is a wonderful chance on a housing estate in Manchester. Using home basis for the Community Foundation. provide is quite wide-ranging from indoor football to give effectively. grown vegetables, grown and brought by the cafe, to street dance and youth clubs. We have awarded “Our family has a saying that each generation are the cafe also provides training and support to local For my family and me, it is the engagement that over £1.2 million in memory of William and the stewards for developing the family business and for people. By providing the initial capital, we have gives the satisfaction, not just signing a cheque. whole family get involved in helping to raise funds, engaging with and supporting local communities. seen how the Community Café has developed as Staying engaged is one of the keys to successful including football matches at Chelsea’s training We believe that part of the benefit of wealth is being an enterprise that also helps people develop skills giving. It is a privilege to be able to give and make a ground and a biannual ‘Tour de Force cycle ride’ of able to help others and also to try to resolve some within their local community. contribution to social change.” 3,600km across France. In 2010 this event raised of the more difficult social issues. This tradition Under the ‘thought leadership’ theme, Wates £450,000! of philanthropy started with my grandfather who Giving has recently funded a report on ‘Tomorrow’s established the family business in 1897, continued Prisons’. The report recommends that we should by his three sons and subsequently developed by

32 33 THE REWARDS OF LOCAL PHILANTHROPY inspiring local philanthropy

| 04 | The rewards of local philanthropy Local philanthropy can be enormously rewarding for all parties: individual philanthropists and their families, the organisations they support and the communities in which they operate. Even relatively small sums of money, used effectively, can make a big impact and bring about real change in local communities across the UK and potentially outside of the UK too…

Given the diverse scope of local philanthropists to see the impact of organisations, the opportunities for the organisations they support first Box 13 / Local engagement24 By working with CCF, Sue feels that the Community Foundation’s other philanthropists to support activities hand, as illustrated by Angus and Having been involved with charities she is part of an inclusive community projects. She sees volunteering for in the communities that matter to Wanda Lloyd in Box 14. across London and abroad for of donors, where her specific skill the Foundation’s projects in Lambeth them are wide-ranging, as are the many years, Sue Phipps had been sets are maximised in Lambeth and and across London as an exciting As illustrated in Box 13, it is potential rewards. looking for a way to use her skills across London. ‘It is about so much opportunity for George to develop also increasingly common for and get more closely involved more than just giving money.’ stronger links to his community, Research shows that an individual’s philanthropists to involve younger in her community when she and build awareness among his Alongside her other work with well-being can improve when they are members of their family in making was introduced to the Lambeth peer group of the challenges facing the Community Foundation, Sue more engaged in their community, decisions about giving. Many families Community Fund, a collective local residents. is closely involved in raising the giving fund managed by The Capital particularly when they are undertaking take their children to visit projects profile of the Lambeth Community Sue sees the major benefit of giving Community Foundation (CCF). action-focused initiatives and are they support or inspire them to Fund among her peers in Lambeth, locally as being able to see exactly Driven as much by cause as her making a tangible difference to their become philanthropists themselves. encouraging them to give locally, and where the money is going, and the Lambeth location, Sue was keen community.23 Whether volunteering For example, Manchester-based providing a personal example of ways impact that the donations are having. to help disadvantaged young local or financially supporting organisations, philanthropist Brian Greene, profiled they can help address needs in the She likes visiting the funded projects, residents to improve their life community. She has also encouraged learning about the issues, and this can be a way of connecting with on page 8, was inspired to set up his chances, and enhance their ability to her son George to get involved with meeting the beneficiaries. other members of the community, as Arts & Sports Trust by his children. find rewarding work in London. illustrated in Sue Phipps’ experience He told us, “I wanted to prepare my the Lambeth Community Fund and in Box 13. It is equally rewarding for children for the responsibility that comes

34 35 THE REWARDS OF LOCAL PHILANTHROPY inspiring local philanthropy

“For my family and me, it is the engagement that gives the Box 15 / Small scale funding – the provision of advice to those 26 satisfaction, not just signing great impact with eating disorders. She felt that a cheque. Staying engaged is one Lulu Burridge was born in Devon, the geographical focus (Cardiff and of the keys to successful giving. moving to Cardiff 20 years ago. Lulu South Wales), coupled with the settled with her husband in Cardiff, scale of her giving, would enable It is a privilege to be able to where they have five children, and her to achieve a bigger impact give and make a contribution both created successful Cardiff- in local organisations. The local to social change.” based businesses. Inspired by their focus also came from her desire to Andrew Wates charitable giving and attendance support communities where she at a Coutts Philanthropy Forum, and her family live, and where their the couple felt a responsibility to businesses have thrived. make a difference. So the couple The Community Foundation in approached the Community Wales commissioned a range of Foundation in Wales for applications, and Lulu made four philanthropy advice and established grants from her fledgling fund to a fund at the Foundation. discreet projects which met Lulu’s dissertation for her second her criteria: three to small, local degree had focused on eating charities, and one to a pan-Wales disorders. Her research indicated organisation running a local project. a woeful lack of provision across As she saw the impact of her Wales in this field. She had also charitable giving, her philanthropy witnessed the needs first-hand strategy broadened. For example, through her voluntary work for a she engaged her own children in Cardiff charity which counsels and with inheriting wealth, as well as providing Small, effective local organisations fundamentally shaped our economy throughout east London. And the deciding for themselves which supports 14-25 year-olds who have them with a reason to stay in touch as a can often be a rewarding choice for and society. Transition Town movement, which charities they wanted to support. family. Involving my children has worked donors as illustrated in Box 15 by started in 2006 in Totnes, is now a experienced self-harm. For example, building societies, which At this stage, she is considering wonderfully. I know now that when they Lulu Burridge. global network of communities that The Foundation undertook how she can create greater started in Birmingham in the late inherit my wealth they will have a sense of seek to strengthen local resilience research into needs, current leverage and impact, both in her A real force for scaling up 18th century, dominated the supply of responsibility and social conscience.” in the light of climate change and Welsh Assembly Government chosen field of interest as well positive change mortgages for home ownership at the resource scarcity, supporting the strategy, and service provision. on a much larger scale, by focusing Small amounts of money can have It is also important to recognise that outbreak of the Second World War. transition to a low-carbon economy. This included interviews with more upstream in encouraging a big impact support for local initiatives can also Established almost 20 years ago politicians, providers and health others to give and investing in Small grassroots organisations lead to much wider change. While in Cheltenham, Winston’s Wish – Examples like these demonstrate professionals. Building on her philanthropy education. are underfunded in many ways, some charitable organisations or a charitable organisation that helps that local activity can often lead own knowledge and the research, especially those which are ‘under social enterprises have quite rightly young people re-adjust to life after to significant change in policy or Lulu established the fund’s theme: the radar’. Despite making up 85% remained very local in their focus, the death of a parent or sibling – practice across the UK or in some building self-esteem in children and of all voluntary organisations, small some initiatives that started in one now runs a national helpline. cases elsewhere in the world. As such, young people, and supporting a organisations receive just 6% of the community have spread across the Fair Finance (illustrated in Box 8) philanthropists might over time find strategic framework for increasing sector’s total income. UK or even internationally, and have is now opening new branches that what started as support for a local initiative can have much wider significance and impact.

Box 14 / Supporting local needs in Surrey25 young people in that area. They run an after-school café Angus and Wanda Lloyd set up the East Court Fund called BFree and various projects to increase confidence in 2006 because they wanted to support local need among teenagers who may be at risk of exclusion from in Surrey. While the county is affluent there are some school or anti-social behaviour.” areas of high deprivation and they therefore felt it was For the Lloyds, giving locally is particularly satisfying. important that their giving should have as much impact Wanda continues, “We get fulfilment from helping and as possible and sought support from the Community getting to know people in need in our local area. It’s Foundation for Surrey. more rewarding than simply handing out a cheque. We “We like to focus on supporting projects that specifically like to get to know the individuals involved and, where help the young and the old and have supported possible, meet the beneficiaries. We believe this support numerous groups in Surrey so far,’ says Wanda. “One of is more valuable long term as we are able to build up a the core groups we have given to is the Leatherhead real relationship with our funded organisations.” Youth Project which does extraordinary work with

36 37 Appendix 1: Understanding and mapping local contexts inspiring local philanthropy

A local snapshot: Cardiff A local snapshot: Leeds

Key statistics Key funders and funding gaps A snapshot of the local community Key statistics Key funders and funding gaps A snapshot of the local community • 8% of residents are from ethnic The Welsh charity sector is very reliant Cardiff is a vibrant and diverse city • 44th most deprived local authority out The two most significant funders of Leeds is a twin-speed city characterised minorities (Wales average is 2%) on government funding – representing with a rich historical and industrial of 354 voluntary sector activity in Leeds are by areas of significant wealth lying side 45% of income, compared to 4% from by side with some of the most deprived • 5th most deprived local authority in heritage, home to a number of Leeds City Council (£46 million of third trusts and foundations. • 20% of pupils receive free school wards. A child born in deprived Gipton Wales high-profile cultural institutions and sector grants and contracts in 2010-11) meals, compared to 16% nationally will live on average 12 years less than Cardiff Council is a major local funder, major sporting venues, including the and the Leeds Community Foundation • 2nd highest recorded crime in Wales, one born in affluent Wetherby. though Voluntary Action Cardiff, the Millennium stadium. • 73,344 crimes committed in 2009-10 (distributing between £3 and £4 million 50% higher than the Wales average Community Foundation in Wales, and In Cardiff, wealth and deprivation – in worst 25% of local authorities. a year). Almost 30% of people live in an area • 20% of pupils receive free school the Waterloo Foundation all support rub shoulders with each other – Leeds is characterised by high rates The biggest independent local funders that has been classified as ranking meals (Wales average is 17%) charities in the city. one of the most disadvantaged of unemployment, free school meals are Wade’s Charity, Sir George Martin among the 20% most deprived in the country. These areas – such as Gipton, Overall Cardiff is ethnically diverse, and Possible areas to fund are projects communities in Wales sits cheek-by-jowl and deprivation that are above the Trust and the Marjorie & Arnold Harehills, Hunslet and Burmantofts – crime, unemployment, and child poverty to: raise aspirations of children and alongside the nation’s landmark national average. It is characterised by Ziff Foundation, who between them are characterised by low income, high are all acute issues. These problems are young people in deprived areas; cultural and government institutions. high crime – rates are higher than three- distribute about £750,000 p.a. in Leeds. The Welsh Assembly Government quarters of other local authorities crime and unemployment, poor health concentrated in the economically and strengthen community cohesion If a donor was interested in targeting has designated 11 neighbourhoods in in England. and housing, and educational under- socially disadvantaged areas located and identity using culture and arts; unmet needs they could consider: the city ‘Communities First Areas’. achievement. Unemployment in some mainly in the south of the city. reduce crime; help young people into projects supporting families in deprived This programme aims to improve the areas is double the city’s average. education, employment or training; inner-city neighbourhoods; training lives and prospects of people in the top Leeds also has one of the highest levels integrate asylum seekers, refugees initiatives that engage young people in 10% most disadvantaged communities of ‘looked after children’ in the UK; and ethnic minority communities into positive activities; the provision of across Wales. Most of these areas are in this group is often linked to substance broader society. a brighter future for looked after the south of the city; while the north of misuse, mental health problems, children; and a range of health issues the city is home to many of the most domestic violence, poor school linked to poverty. attendance and teenage parenthood. Information resources affluent areas in Wales. Press: The South Wales Echo, regularly features stories about local charities. Child poverty is a particular issue However, the city is also a successful business hub, with a thriving city centre Cardiff Online (www.walesonline.co.uk/cardiffonline): a city-wide snapshot of local with over 28% of children living in Information resources and a great cultural offering – including news, including issues relevant to the voluntary sector poverty. Cardiff is also home to a category B prison which houses Voluntary Action Leeds run a city-centre based volunteer bureau and a range of its own opera company. It is surrounded My Cardiff (www.mycardiff.wordpress.com): news and stories from six inner city 784 inmates. other projects throughout the city by wealthy suburban areas such as communities in Cardiff Wetherby and Harewood and is within Cardiff has the largest ethnic minority Leeds Ahead: a bespoke business brokerage organisation that focuses on working easy reach of two national parks. The Sprout (www.thesprout.co.uk/): useful information on activities and services population in Wales, including an with the private sector to encourage them to get involved in the social and economic for children and young people in the city established Somali community. regeneration of Leeds Leeds is a very diverse city. It is home For donors wishing to support local community initiatives see An estimated 100 ethnic communities Leeds City Council’s database of some of the 2,500+voluntary and community to over 130 different nationalities and www.grangetowncardiff.co.uk and www.roathcardiff.com. live in the city with over 50 different sector groups in the city (www.leeds.gov.uk) approximately 12% of residents are languages spoken in Cardiff schools. from a BME background. Leeds has Other resources for donors include: Yorkshire Evening Post’s ‘Your Community’: in the summer of 2011 this local twice the ratio of prisoners per head of The voluntary sector plays an important The Community Foundation in Wales (www.cfiw.org.uk): Good knowledge of local newspaper wlaunched a new weekly community supplement to highlight the work population because it has both a prison role in Cardiff. Approximately 2,500 needs and community groups having a real impact in Cardiff of local charities and community projects. and a young offenders institution. voluntary organisations are based in Voluntary Action Cardiff (www.vacardiff.org.uk): the umbrella body for the Cardiff with 30% of the population The environment is a priority for the Cardiff voluntary sector, it is knowledgeable about local issues and has excellent regularly volunteering. council, which runs an active climate links to local charities change partnership with an ambitious

Localgiving.com (www.localgiving.com): a website allowing donors to search for plan for reducing the city’s CO2 vetted projects in their local area emissions by 40% by 2020.

Provided by the Community Foundation in Wales Provided by the Leeds Community Foundation

38 39 Appendix 1: Understanding and mapping local contexts inspiring local philanthropy

A local snapshot: Merseyside A local snapshot: Surrey

Key statistics Key funders and funding gaps A snapshot of the local community Key statistics Key funders and funding gaps A snapshot of the local community • Merseyside comprises 6 local Key local funders include the Merseyside From Community Foundation for • Third least deprived county in England National funders tend to prioritise Surrey is densely populated but a authorities, ranging from some of the Charitable Trust Forum – a group of Merseyside research, local residents (147 out of 149) support in other counties due to the quarter of the county is designated as most deprived (Liverpool, Knowsley) private foundations including the John feel that there is good community overall perception of wealth in Surrey. an Area of Outstanding Natural Beauty. • Very small ethnic minority population to some of the least deprived (Sefton Moores Foundation, the Liverpool cohesion, although there are sharp The Community Foundation for Surrey It also has a wide range of historical, – 95% white (compared to 88% and Wirral) in England Charity and Voluntary Services and the contrasts in wealth. The decline of has inspired local donors to support cultural and literary interests and has average) Community Foundation for Merseyside. traditional industries in the area has influenced some of the country’s finest • 9.7% adult unemployment (7.9% their local area and works with many resulted in specific economic and • 4.8% unemployment (compared to writers, poets, artists and musicians. It average in England) The North-West Regional Funders individuals, families and companies. social problems. From 1994 to 2006 7.9% national average) will play a role in the 2012 Olympics, Forum works proactively in the Some of the main funders in Surrey • Crime: in worst 30% of local Merseyside was the only area in the hosting the cycling road race. region, and members include Big • Life expectancy: 80 for men, 84 for include: the Wates Family Enterprise, authorities UK to qualify for EU Objective One Lottery, Children in Need, Lloyds TSB women (78 and 82 national average) the Henry Smith Charity, Lloyds TSB However, despite Surrey’s apparent funding – financial assistance given to • Life expectancy: 75.8 for men; 80.1 Foundation and the Rank Foundation. Foundation and a range of private wealth (it is the largest contributor to areas underperforming economically • 5% of children on free school meals for women (compared to 78 and 82 charitable trusts. the exchequer in income tax in the Between them, these funders support a compared to the rest of Europe. (compared to 16% national average) English averages) South-East), there are tight pockets broad range of community social needs. Donors could focus on specific high-

Merseyside, an area of 1.5 million Five of the six boroughs have been need areas to reduce inequality. There of deprivation – a number of areas Priority areas to fund include: improving Surrey ranks as one of the least deprived people, is characterised by relatively designated ‘Spearhead areas’ by the is also a need to support young people fall within the 25% most deprived health and promoting well-being; tackling areas in the UK, with low crime rates, high unemployment, high child poverty Department of Health; residents are on not in education, employment or training areas in England. unemployment and providing training average likely to have worse health than high life expectancy and low child and high crime. However, there are and those with disabilities or with mental Those in need in Surrey do not have opportunities; more activities for young the rest of the country. Although there poverty. However, the top level statistics significant inequalities between more health problems, and to provide more high levels of support mechanisms people; improving the local environment are many well-established youth centres hide very large disparities within Surrey deprived areas and more affluent ones. opportunities for young people. available. The isolation that results from and reducing crime levels. and activities for young people, there and pockets of need as indicated in the relative poverty and disadvantage remains demand for more. ‘local snapshot’ section. creates particular problems. For Merseyside’s industrial history means example, the needs on the Lower Information resources that many areas (including ecologically Information resources Green estate in Esher are in great Press: The Liverpool Echo and the Liverpool Daily Post have information on local important coastlines) still face a legacy The Community Foundation for Surrey holds regular events where you contrast with its surrounding area, one campaigns and corporate philanthropy. Merseymart, the Bootle Times, Crosby Herald of pollution and land contamination, and can meet other local donors and take part in project visits of the wealthiest parts of Britain. Social and Wirral News keep news stories local and community-based residents want to improve their local (www.communityfoundationsurrey.org.uk) housing accounts for over 75% of the environment. properties, and it has high child poverty Greater Merseyside Change Up: 18 infrastructure organisations building For info on giving time and expertise, contact the Community Voluntary Service and a high proportion of low-income The city has an established arts the capacity of local community and voluntary sector organisations Council (www.surreycvsnetwork.org.uk) and lone-parent households. (changeupmerseyside.org.uk) movement having been European Capital of Culture in 2008. This arts Press: Surrey Life magazine (www.surrey.greatbritishlife.co.uk), the Surrey Advertiser People in Surrey relate strongly to Voluntary Sector North-West (VSNW) is the regional voluntary sector network for movement is evident in communities via (www.getsurrey.co.uk) and the Surrey Herald (www.surreyherald.co.uk) provide their local town or village, and there is the North-West (vsnw.org.uk) numerous activities, from morris dancing excellent coverage of the work of community groups an inspiring range of community and Merseyside Funding Information Portal (MFIP) displays all current funding streams and choral societies to free jumping and Localgiving.com (www.localgiving.com) provides information on local charities and voluntary groups supporting the width available in Merseyside – (mfip.org.uk) break-dancing, which create knock-on voluntary groups in Surrey of need, improving opportunities social benefits. for young people, helping children Local Councils for Voluntary Service (CVS): Merseyside has six borough- The Hidden Surrey Report written by Dr Helen Bowcock, provides an excellent in need, reducing isolation for older wide CVSs which promote and assist voluntary and community sector activity Many areas of Merseyside have a summary of the key needs in the county and provides examples and case studies people, improving support for disabled (cvsgreatermerseyside.org.uk) thriving voluntary sector estimated to of local projects (www.communityfoundationsurrey.org.uk/news/archive4.html) children and adults and developing new benefit almost 2.8 million people. Volunteering Merseyside will signpost visitors to suitable volunteer opportunities community facilities. The majority of people support (volunteeringmerseyside.org.uk) activities that contribute to building A number of local village and town The Community Foundation for Merseyside (cfmerseyside.org.uk) for advice on social cohesion and community trust. funds have been established with the local charitable giving Liverpool was recently named as the Community Foundation for Surrey by UK’s most generous place by the pooling donations from local people to Charity Commission. create a permanent endowment fund Provided by the Community Foundation for Merseyside Provided by the Community Foundation for Surrey and generate on-going resources to support local initiatives. 40 41 INSPIRING LOCAL PHILANTHROPY inspiring local philanthropy

Coutts Philanthropy Services Coutts was the first private bank in the UK to establish a dedicated philanthropy team. Today, our resident experts have many years’ of experience working in the field of philanthropy and with charitable About New Philanthropy Capital About Community Foundation Network organisations in the UK and internationally. New Philanthropy Capital (NPC) is a consultancy Community Foundation Network (CFN) is and think tank dedicated to helping funders and a registered charity that leads a movement of Coutts offers families and individuals bespoke advice to ensure their philanthropy is both effective and charities to achieve a greater impact. We have an community foundations committed to positive rewarding. This includes: setting philanthropic objectives; identifying and understanding the context ambitious vision: to create a world in which charities social change in the UK through the development of of social, environmental or economic issues; building relationships with charitable organisations or social and their funders are as effective as possible in ‘community foundation’. Community philanthropy enterprises; reviewing impact; and engaging the next generation. improving people’s lives and creating lasting change involves people from all parts of a community The Coutts Forums for Philanthropy create opportunities for clients to learn from some of the world’s for the better. working together locally to use all the resources leading practitioners, to share their experiences with peers and develop their networks. Forums have available to them to improve everyone’s life. For charities, this means focusing on activities explored a range of issues including venture philanthropy, family philanthropy, local philanthropy and that achieve a real difference, using evidence of Established in 1992, CFN represents UK social investment. results to improve performance, making good use of community foundations at a national and Coutts research and insights on philanthropy provide clients with practical guidance and support. resources, and being ambitious to solve problems. international level; negotiates and manages This requires high-quality leadership and staff, and national grantmaking and funding opportunities In addition to the Philanthropy Services, Coutts also offers philanthropists support with establishing good financial management. for members; offers focused, responsive and and managing charitable trusts / foundations, banking services for charities and specialist charity relevant services to help growth and sustainability, investment services. For funders, it means understanding what makes and provides individual support to foundations charities effective and supporting their endeavours throughout the network. to become effective. It includes using evidence of charities’ results to make funding decisions and to Community Foundations make a difference by measure their own impact. bringing together local philanthropists who wish to give money to support their local community with NPC provides independent research and advice dynamic local organisations. for donors and charities. We encourage debate about what makes a charity effective, and we build knowledge and tools to support effectiveness. We are the only organisation to offer advice based on our own in-depth research of social issues and unique methodology of analysing charities.

42 43 Coutts Advisory Services To find out more about the Coutts Philanthropy Service please contact: Maya Prabhu Head of UK Philanthropy [email protected] Lenka Setkova Senior Philanthropy Adviser [email protected]

Tel: 020 3285 8881

References 1 There are now a range of institutions established to support this process, such as the British Asian Trust: www.britishasiantrust.org/ 2 The Young Foundation (2009) Sinking and Swimming: Understanding Britain’s Unmet Needs 3 National Equality Panel (2010) An Anatomy of Economic Inequality in the UK 4 Wilkinson, R. and Pickett, K. (2009) The Spirit Level: Why Equality is Better for Everyone 5 Norman, W., Ali, R. (December 2010) Stuck on London’s hard shoulder: Social needs in a fast moving city. The Young Foundation 6 BBC website, news.bbc.co.uk/1/hi/scotland/glasgow_and_west/7584450.stm 7 Bowcock, H. (2009) Hidden Surrey: Why local giving is needed to strengthen our communities, Community Foundation for Surrey 8 Browne, J. (October 2010) Distributional analysis of tax and benefit changes. Institute of Fiscal Studies 9 The Young Foundation (2009) Sinking and Swimming: Understanding Britain’s Unmet Needs 10 London Citizens is an alliance of faith groups, schools, trade unions and community organisations who mobilise people in London to campaign to end poverty, improve housing, and make London safer 11 A living wage is calculated according to cost of living and gives the minimum pay rate required for a worker to provide their family with the essentials of life. In London the current rate is £8.30 per hour. Outside of London the current rate is £7.20. See www.citizensuk.org/ campaigns/living-wage-campaign 12 National Council for Voluntary Organisations (NCVO) (2010) The UK Civil Society Almanac 2010 13 Case study from The School for Social Entrepreneurs – Impact Evaluation Report, 2011, New Philanthropy Capital 14 2005-2007 data from the Annual Survey of Small Business UK 15 Case study from The School for Social Entrepreneurs – Impact Evaluation Report, 2011, New Philanthropy Capital 16 Paul Rooney, Rooney Fund, Kent Community Foundation 17 Source: Investor Perspectives on Social Enterprise Financing, ClearlySo, July 2011 18 ‘Impact investing’ can be described as actively placing capital in businesses and funds that pro-actively seek social and/or environmental returns and a range of returns to the investor, from principal to above market. It is synonymous with the term social investment 19  New Ventures in Philanthropy (2005). ‘Giving Together A National Scan of Giving Circles and Shared Giving’ Forum of Regional Associations Calls may be recorded. of Grantmakers 20 See: www.dispossessedfund.communityfoundations.org.uk Disclaimer: 21 See: www.islingtongiving.org.uk 22  Coutts & Co has developed this guide in association with New Philanthropy Capital and the Community Foundation Network. See: www.bridgehousegrants.org.uk/CityBridgeTrust/Publications/The+Knowledge+Learning+from+London.htm However, organisations noted in the guide are not endorsed by Coutts & Co and the Guide does not constitute recommendations 23 Mulgan, G., Hothi, M., Brophy, M., Bacon, N. (2008) Neighbourliness + Empowerment = Wellbeing: Is there a formula for happy communities? The Young Foundation for funding or investment. Any risks associated with supporting organisations in this guide are the donor’s own. Coutts & Co does 24 The case study provided by Capital Community Foundation not receive a commission or payment in any form, cash or kind, from any organisations noted in this report. Donors should seek 25 The case study provided by the Community Foundation for Surrey independent tax advice regarding the tax effectiveness of their donation. The document contains references to third party websites. 26 The case study provided by the Community Foundation in Wales The views and opinions expressed in these websites are those of the website authors and are not necessarily shared by Coutts. Wealth division of Royal Bank of Scotland Group. Coutts & Co Registered in England No 36695 Registered Office 440 Strand London WC2R 0QS www.coutts.com

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