CREATING A NAMED FUND

Lincolnshire Community Foundation are specialists in creating and managing named funds for individuals. A named fund is simply a cost-effective alternative to a charitable trust. As we work closely with you in creating meaningful change in local lives and communities, your unique fund can focus on any cause or interests you may have. This entire process is personalised, safe and customised so your expectations are met whilst improving the lives of people within Greater Lincolnshire.

TYPES OF NAMED FUNDS

The name of the fund or whether to remain anonymous
The geographical area of benefit in Lincolnshire
The causes that you wish to support in your grant making
The level of involvement in terms of giving and selecting projects to fund.

LEAVING A LASTING LEGACY

At Lincolnshire Community Foundations we are always humbled when people want to ensure that they’re charitable giving paves the way for generations to come. Your Legacy will make a difference, no matter the size we work with you and your professional advisers to ensure that the fund is set up to meet your wishes as part of your will.

For more information and to discuss some of the benefits of leaving a legacy our team of experts would love to talk to you and guide you through the process.

WAYS TO LEAVE A LEGACY

Pecuniary – a specified sum of money
Specific – a specified item, such as shares or property
Residuary – all or part of the Estate after any pecuniary legacies have been paid
Reversionary – the residue of the Estate after the death of a surviving spouse