Created in Canva
f Community Foundations for Lancashire & MerseysideA Year in Review 2024/25
Executive Summary 02 Business Overview 03 Financial Goals and Objectives 04 Revenue Projections 05 Expense Management 06 Profit and Loss Statement 07 Cash Flow Projections 08 Investment Requirements 09 Risk Analysis 10 11Implementation Timeline 2024 Page 1 Table of Contents 2
A Message From Our Chair & CEO David Wareing Chair of the Board Rae Brooke CEO 3
A Message From Our Chair & CEO
5 Highlights from the year
Lancashire VITAL SIGNS 6
Merseyside VITAL SIGNS 7
XXX grants awarded XXX individuals supported XXX organisations supported XXX succes rate on eligible applications average grant size XXX£XXXmillion distributed 2025/26 in figures THE YEAR IN ONE VIEW 8 Investing in Community Our aim is to drive as much investment into Lancashire and Merseyside as we can to enrich the lives of people in those areas, who are most in need and to grow stronger communities together. This year, ??? new funds were created:
9
Following the incident on Water Street during Liverpool FC's victory parade, the Liverpool Spirit Appeal was launched to provide a trusted and transparent route for donations to reach those affected. Working alongside partners including Merseyside Police, Liverpool City Council, LCVS and the National Emergencies Trust, CFLM helped deliver immediate support to victims while investing in longer-term community recovery. Liverpool Spirit Appeal "The Liverpool Spirit Appeal is a way to channel our collective shock into meaningful support, helping people who've suffered serious physical and emotional trauma." ~ Rae Brooke £150,000+raised through the appeal £20,000 awarded in community recovery grants 15 Days from incident to first support payments "Following the Liverpool Water Street Parade incident, the Community Foundation for Merseyside provided strong, trusted local leadership at a critical time. Together, local insight and national reach ensured help was delivered swiftly and with integrity."~ Mhairi Sharp, CEO, National Emergencies Trust
Case Study: Community Recovery Following the incident on Water Street during Liverpool FC's victory parade, the Liverpool Spirit Appeal was launched to provide a trusted and transparent route for donations to reach those affected. Case Study: Community Recovery Following the incident on Water Street during Liverpool FC's victory parade, the Liverpool Spirit Appeal was launched to provide a trusted and transparent route for donations to reach those affected. Case Study: Community Recovery Following the incident on Water Street during Liverpool FC's victory parade, the Liverpool Spirit Appeal was launched to provide a trusted and transparent route for donations to reach those affected. Case Study: Community Recovery Following the incident on Water Street during Liverpool FC's victory parade, the Liverpool Spirit Appeal was launched to provide a trusted and transparent route for donations to reach those affected.
For almost ten years, FPC and CFLM have worked together to help individuals, families and business owners turn charitable ambitions into meaningful, long- term impact. Through charitable funds and foundations, clients can support the causes they care about while benefiting from CFLM's governance, grant-making expertise and local community insight. Helping Clients Create Lasting Legacies Increasingly, our conversations with clients go beyond financial planning to something much more meaningful, how they can use their success to make a positive and lasting difference. Through our partnership with the Community Foundation, we have helped clients turn generous intentions into meaningful, sustainable impact, creating legacies that will benefit communities for generations to come. ~ Moira O'Shaughnessy, Managing Partner, FPC£150,000raised through the appeal37grants distributed£xxxawarded2020 Established in27oranisations supported10,000beneficiaries reached£3,169average grant size Why it works? CFLM provides the governance, due diligence, compliance and community knowledge needed to make charitable giving simple, effective and impactful. Together, FPC and CFLM have supported the creation of charitable funds including the Christal Foundation and Blue Sky Foundation, helping families create lasting legacies while supporting communities across Lancashire and Merseyside. Thinking about establishing a charitable fund or foundation? CFLM works with professional advisers and their clients to create tailored giving solutions that deliver meaningful local impact.
Our experienced team have the expertise to help you make informed decisions around charitable giving, whilst ensuring your investment makes a difference to those who need it most. We connect our clients to grass roots community groups who are seeking funding, offering bespoke advice, combined with a full support service, which ensures sound management and due diligence, making giving easy, tax-e client and robust. All you need to do is get in touch and talk to one of our team, we can walk you through the rest. How to partner with us We work with many families and individuals who are passionate about charitable giving and want to make a difference. We have the expertise to ensure your charitable giving requirements are met, helping those causes closest to your heart. Personal Giving We provide bespoke support, helpidevelop and deliver the social element of your ESG strategy. Wherever you are on your planning cycle, we are there to provide expertise and guidance at every stage, ensuring you can evidence the impact you make. Corporate Giving We work in partnership with you to ensure your clients have the expertise they need to make informed charitable investment decisions as part of their financial planning. Every client is different, so we look to provide a package bespoke to their needs. Proffessional Advisors Our experience of managing funds on behalf of the public sector is unsurpassed. We offer bespoke advice and expertise, combined with a professional support service. Public Sector Funds We have experience of revitalising dormant or underutilised trusts and supporting large charities to manage their funds, where reaching grass roots community groups is crucial, timing is of the essence and due diligence a prerequisite. Trust Transfers & National Charities
All listed funds distributed funding in the financial year 2025/26 How to partner with us? Personal Giving Corporate Giving Professional Advisers Public Sector Funds Trust Transfers & National Charities We work with many families and individuals who are passionate about charitable giving and want to make a difference. We have the expertise to ensure your charitable giving requirements are met, helping those causes closest to your heart. We provide bespoke support to help you develop and deliver the social element of your ESG strategy. Wherever you are in your planning cycle, we provide expertise and guidance, ensuring you can evidence the impact you make. We work in partnership with you to ensure your clients have the expertise they need to make informed charitable investment decisions as part of their financial planning. Every client is different, so we provide a package bespoke to their needs. Our experience of managing funds on behalf of the public sector is unsurpassed. We offer bespoke advice and expertise, combined with a professional support service. We have experience revitalising dormant or underutilised trusts and supporting large charities to manage their funds, where reaching grass roots community groups is crucial and due diligence a prerequisite. insert logos here Our experienced team have the expertise to help you make informed decisions around charitable giving, whilst ensuring your investment makes a difference to those who need it most. We connect clients with grass roots community groups seeking funding, providing bespoke advice and a full support service that ensures sound management and due diligence, making giving easy, tax- efficient and robust. Simply get in touch and talk to one of our team.
Lancashire Investors in Community Launched in 2020, Lancashire Investors in Community is a dynamic initiative that brings together purpose-driven local businesses committed to creating lasting change in Lancashire. Our members share a common belief; by working collectively, we can make a meaningful di erence in the lives of people within our communities. Members
Trustees play an essential role in the charitable sector. In the UK, there are more than 950,000 registered trustees, often senior professionals, well- connected leaders, or individuals with unique insights into community needs. Without their leadership and dedication, the charitable sector could not exist. David Wareing Chair of the Board Ruj Dev Treasurer Andy Myers Trustee Donna Howitt Trustee Naz Zaman Trustee Neil Welsh Trustee Sarah Pickerell Trustee Ram Gupta Trustee Philip Rooney Trustee Retired Senior Partner Hill Dickinson LLP Chief Financial Officer of Mills & Reeve Retired Regional Head of National Lottery Community Fund Place Strategy Director of Liverpool ONE CEO of Lancashire BME Network Financial Planner at PM+M Head of People at Carpenters Group CEO of Nybble IT Solutions Retired Liverpool Office Managing Partner DLA Piper 16 Our Trustees
Rae Brooke Cheif Executive James Proctor Programmes Director Karen Morris Development Director Deputy CEO Ben Roberts Head of Insight & Communications Juliet Knight Finance Director Kelly Roberts Marketing & Events Executive Sharon Jackson Senior Finance Executive Kelly Court Programmes Manager David Costelloe Programmes Manager Michaela Kenney Senior Programmes Executive Ellis Moseley Senior Programmes Executive Amy Norris Programmes and Marketing Executive To find out more about our team visit: www.lancsfoundation.org.uk or www.cfmerseyside.co.uk 17 Our Team
18 Looking Ahead
Rae Brooke CEO M: 07515 328 162 E: rae.brooke@cflm.org.uk Karen Morris Development Director & Deputy CEO M: 07973 409 858 E: karen.morris@cflm.org.uk Community Foundations for Lancashire & Merseyside www.lansfoundation.org.uk www.cfmerseyside.org.uk Registered company number: 342220 Registered charity number: 1068887 19