{"id":33,"date":"2026-10-16T01:50:49","date_gmt":"2026-10-16T01:50:49","guid":{"rendered":"https:\/\/elementor.ltheme.com\/lt-finex\/charities\/"},"modified":"2026-10-16T15:13:11","modified_gmt":"2026-10-16T15:13:11","slug":"charities","status":"publish","type":"page","link":"https:\/\/elementor.ltheme.com\/lt-finex\/portfolios\/charities\/","title":{"rendered":"Charities and trusts"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"33\" class=\"elementor elementor-33\">\n\t\t\t\t<section class=\"elementor-element elementor-element-a1c8c57 e-con-boxed lt-sec lt-pagehead e-flex e-con e-parent\" data-id=\"a1c8c57\" data-element_type=\"container\" data-e-type=\"container\" id=\"top\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-3a1e08c e-con-full e-flex e-con e-child\" data-id=\"3a1e08c\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-44cfcb3 lt-pagehead__title elementor-widget elementor-widget-heading\" data-id=\"44cfcb3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h1 class=\"elementor-heading-title elementor-size-default\">Charities and trusts<\/h1>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-fa581fb lt-lead elementor-widget elementor-widget-text-editor\" data-id=\"fa581fb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Reserves and endowments run to a policy the trustees set.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-a055c13 e-con-boxed lt-sec e-flex e-con e-parent\" data-id=\"a055c13\" data-element_type=\"container\" data-e-type=\"container\" id=\"trust\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-604ac81 e-grid e-con-full e-con e-child\" data-id=\"604ac81\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-46927a0 e-con-full e-flex e-con e-child\" data-id=\"46927a0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-1c615b3 elementor-widget elementor-widget-heading\" data-id=\"1c615b3\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Working with trustees<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-5ced83b lt-lead elementor-widget elementor-widget-text-editor\" data-id=\"5ced83b\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Trustees carry the responsibility, so they need to understand what they hold. We write reports for board papers, and the portfolio manager comes to the meeting.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-297cdfe lt-ticks elementor-icon-list--layout-traditional elementor-list-item-link-full_width elementor-widget elementor-widget-icon-list\" data-id=\"297cdfe\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"icon-list.default\">\n\t\t\t\t\t\t\t<ul class=\"elementor-icon-list-items\">\n\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Investment policy drafted with the trustees<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Ethical screens set by the board<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t\t\t<li class=\"elementor-icon-list-item\">\n\t\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-icon\">\n\t\t\t\t\t\t\t<svg aria-hidden=\"true\" class=\"e-font-icon-svg e-fas-check\" viewBox=\"0 0 512 512\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path d=\"M173.898 439.404l-166.4-166.4c-9.997-9.997-9.997-26.206 0-36.204l36.203-36.204c9.997-9.998 26.207-9.998 36.204 0L192 312.69 432.095 72.596c9.997-9.997 26.207-9.997 36.204 0l36.203 36.204c9.997 9.997 9.997 26.206 0 36.204l-294.4 294.401c-9.998 9.997-26.207 9.997-36.204-.001z\"><\/path><\/svg>\t\t\t\t\t\t<\/span>\n\t\t\t\t\t\t\t\t\t\t<span class=\"elementor-icon-list-text\">Income paid quarterly for grant-making<\/span>\n\t\t\t\t\t\t\t\t\t<\/li>\n\t\t\t\t\t\t<\/ul>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-af04e41 lt-photo lt-ar-photo elementor-widget elementor-widget-image\" data-id=\"af04e41\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"image.default\">\n\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<img fetchpriority=\"high\" decoding=\"async\" width=\"1600\" height=\"1067\" src=\"https:\/\/elementor.ltheme.com\/lt-finex\/wp-content\/uploads\/sites\/34\/2026\/10\/demo-lt-finex-committee.jpg\" class=\"attachment-full size-full wp-image-8\" alt=\"A group of trustees talking around a table at a planning meeting\" srcset=\"https:\/\/elementor.ltheme.com\/lt-finex\/wp-content\/uploads\/sites\/34\/2026\/10\/demo-lt-finex-committee.jpg 1600w, https:\/\/elementor.ltheme.com\/lt-finex\/wp-content\/uploads\/sites\/34\/2026\/10\/demo-lt-finex-committee-300x200.jpg 300w, https:\/\/elementor.ltheme.com\/lt-finex\/wp-content\/uploads\/sites\/34\/2026\/10\/demo-lt-finex-committee-1024x683.jpg 1024w, https:\/\/elementor.ltheme.com\/lt-finex\/wp-content\/uploads\/sites\/34\/2026\/10\/demo-lt-finex-committee-768x512.jpg 768w, https:\/\/elementor.ltheme.com\/lt-finex\/wp-content\/uploads\/sites\/34\/2026\/10\/demo-lt-finex-committee-1536x1024.jpg 1536w\" sizes=\"(max-width: 1600px) 100vw, 1600px\" \/>\t\t\t\t\t\t\t\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-e8a1dff e-con-boxed lt-sec lt-tint e-flex e-con e-parent\" data-id=\"e8a1dff\" data-element_type=\"container\" data-e-type=\"container\" id=\"trustees\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-268e658 e-grid e-con-full e-con e-child\" data-id=\"268e658\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5e18bf7 elementor-widget elementor-widget-heading\" data-id=\"5e18bf7\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">What trustees receive<\/h2>\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-b4960e4 lt-lead elementor-widget elementor-widget-text-editor\" data-id=\"b4960e4\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Charity and trust portfolios are run to a written investment policy that the trustees agree with us and review each year.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-6c41bbc e-con-full lt-rows lt-prices e-flex e-con e-child\" data-id=\"6c41bbc\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-5fd25c9 e-grid e-con-full lt-price e-con e-child\" data-id=\"5fd25c9\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-c84d857 e-con-full e-flex e-con e-child\" data-id=\"c84d857\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-012aff1 lt-price__label elementor-widget elementor-widget-text-editor\" data-id=\"012aff1\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Investment policy<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-d232c01 lt-price__amount elementor-widget elementor-widget-text-editor\" data-id=\"d232c01\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"lt-num\">Drafted with the trustees<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-c978fa6 e-grid e-con-full lt-price e-con e-child\" data-id=\"c978fa6\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-69698bd e-con-full e-flex e-con e-child\" data-id=\"69698bd\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-c8c95a6 lt-price__label elementor-widget elementor-widget-text-editor\" data-id=\"c8c95a6\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Report to the trustees<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-2b4399e lt-price__amount elementor-widget elementor-widget-text-editor\" data-id=\"2b4399e\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"lt-num\">Every quarter, in plain words<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-ea20ce7 e-grid e-con-full lt-price e-con e-child\" data-id=\"ea20ce7\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-ec2f780 e-con-full e-flex e-con e-child\" data-id=\"ec2f780\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-9e40998 lt-price__label elementor-widget elementor-widget-text-editor\" data-id=\"9e40998\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Meeting with the board<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6aca041 lt-price__amount elementor-widget elementor-widget-text-editor\" data-id=\"6aca041\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"lt-num\">Once a year, or more<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-49df88f e-grid e-con-full lt-price e-con e-child\" data-id=\"49df88f\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-ae1f590 e-con-full e-flex e-con e-child\" data-id=\"ae1f590\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-105d656 lt-price__label elementor-widget elementor-widget-text-editor\" data-id=\"105d656\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Ethical screens<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-4b72431 lt-price__amount elementor-widget elementor-widget-text-editor\" data-id=\"4b72431\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"lt-num\">Set by the trustees<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-0e6aef8 e-grid e-con-full lt-price e-con e-child\" data-id=\"0e6aef8\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t<div class=\"elementor-element elementor-element-138b1d0 e-con-full e-flex e-con e-child\" data-id=\"138b1d0\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-d2ab60a lt-price__label elementor-widget elementor-widget-text-editor\" data-id=\"d2ab60a\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Fee for registered charities<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-6c020fd lt-price__amount elementor-widget elementor-widget-text-editor\" data-id=\"6c020fd\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p class=\"lt-num\">From 0.60% a year<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-0709d90 lt-note elementor-widget elementor-widget-text-editor\" data-id=\"0709d90\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>Example prices.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t<section class=\"elementor-element elementor-element-0a0954c e-con-boxed lt-sec lt-dark lt-cta e-flex e-con e-parent\" data-id=\"0a0954c\" data-element_type=\"container\" data-e-type=\"container\" id=\"meet\">\n\t\t\t\t\t<div class=\"e-con-inner\">\n\t\t<div class=\"elementor-element elementor-element-71a1013 e-grid e-con-full e-con e-child\" data-id=\"71a1013\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-5cc1fc2 lt-cta__title elementor-widget elementor-widget-heading\" data-id=\"5cc1fc2\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"heading.default\">\n\t\t\t\t\t<h2 class=\"elementor-heading-title elementor-size-default\">Start with an introductory meeting<\/h2>\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-1de6a24 e-con-full e-flex e-con e-child\" data-id=\"1de6a24\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-468765d lt-lead elementor-widget elementor-widget-text-editor\" data-id=\"468765d\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"text-editor.default\">\n\t\t\t\t\t\t\t\t\t<p>An hour at our office or by video, free and without obligation. Bring a recent statement for any savings or pensions you would like to talk about.<\/p>\t\t\t\t\t\t\t\t<\/div>\n\t\t<div class=\"elementor-element elementor-element-8709e77 e-con-full lt-buttons  e-flex e-con e-child\" data-id=\"8709e77\" data-element_type=\"container\" data-e-type=\"container\">\n\t\t\t\t<div class=\"elementor-element elementor-element-e0c4cdc lt-btn lt-btn--primary elementor-widget elementor-widget-button\" data-id=\"e0c4cdc\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"https:\/\/elementor.ltheme.com\/lt-finex\/contact\/#book\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Book a meeting<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<div class=\"elementor-element elementor-element-436a6eb lt-btn lt-btn--outline elementor-widget elementor-widget-button\" data-id=\"436a6eb\" data-element_type=\"widget\" data-e-type=\"widget\" data-widget_type=\"button.default\">\n\t\t\t\t\t\t\t\t\t\t<a class=\"elementor-button elementor-button-link elementor-size-sm\" href=\"tel:+15550246100\">\n\t\t\t\t\t\t<span class=\"elementor-button-content-wrapper\">\n\t\t\t\t\t\t\t\t\t<span class=\"elementor-button-text\">Call the office<\/span>\n\t\t\t\t\t<\/span>\n\t\t\t\t\t<\/a>\n\t\t\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t<\/section>\n\t\t\t\t<\/div>\n\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":20,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"elementor_header_footer","meta":{"footnotes":""},"class_list":["post-33","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/pages\/33","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/comments?post=33"}],"version-history":[{"count":1,"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/pages\/33\/revisions"}],"predecessor-version":[{"id":34,"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/pages\/33\/revisions\/34"}],"up":[{"embeddable":true,"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/pages\/20"}],"wp:attachment":[{"href":"https:\/\/elementor.ltheme.com\/lt-finex\/wp-json\/wp\/v2\/media?parent=33"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}