Guides
Giving, governed and explained.
Short, practical explainers on how giving works at the trust, how programmes are governed, how impact is reported, and how the trust partners with ministries and public bodies — each with links to the documents that put it into practice.
General information only — this is impact giving, not an investment, and nothing here is legal, tax or financial advice.
How giving works — and why it is not an investment
What a contribution to a heritage giving trust actually is: a charitable gift that confers no financial interest, return or equity. The distinction matters legally, ethically and for how the trust reports back to you.
Read guideProgramme governance at a giving trust
How the trust decides what to fund, keeps funds safe, and holds delivery partners accountable — from due diligence and restricted funding to safeguarding, anti-corruption and clawback.
Read guideImpact reporting that donors can trust
What honest impact reporting looks like — outputs versus outcomes, why figures are marked illustrative until verified, and how reporting flows from the grant agreement back to the donor.
Read guidePartnering with ministries and public bodies
How a giving trust works alongside government ministries, councils and public institutions — what an MoU does and doesn't commit, keeping funding charitable and non-partisan, and respecting public-sector duties.
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