As the representative of a bank trustee company I realised that expert support was necessary for the development of charitable giving for a newly established family trust. It was important to engender a spirit of inclusivity by involving the significant number of family members and friends scattered across the world. Only a few had any experience of charitable giving and most were eager to learn, although they held varying views of what was necessary. We needed guidance that would be highly professional, sensitive to different cultural values, diplomatic, discreet and with essential experience of international development. In the form of Catherine Graham-Harrison and Theresa Lloyd we found a team to coax us all in the right direction.
With their enthusiastic commitment, the trust is now well established and the vision of the founder is being realised. A substantial number of grants have been awarded and are starting to change the lives of beneficiaries. Along the way we have all learned and grown collectively and as individuals (including I am proud to admit, the bank trustee representative!).
- Mosaic Consultancy Services
- Private family trust