MODERNPHILANTHROPY

Winter 2014

Faces of philanthropyThe Anstruthers

What’s the point of company giving?

Pages 4&5

Page 3

Pages 6&7Page 8

Sharing a passion for

effective giving

The philanthropy

debate

2

EDITORIAL

2

INSIDE THIS ISSUEConnecting Donors.............................................................. 3

Faces of Philanthropy - The Anstruthers .............. 4 & 5

The Philanthropy Debate ..........................................6 – 7

What’s the point of Company Giving? ............................ 8

Focus on Deutsche Bank ................................................... 9

Building a Pathway to Confidence for Young People ........................................................... 10 - 11

Faces of Philanthropy – Betty and Roy Ure Memorial Fund ........................................................... 12-13

Meet Russell Napier – Ambassador .............................14

Philanthropy News ...........................................................15

Celebrating Philanthropy

Connecting donors is a key part of the Foundation’s work and on the opposite page you will find an article on a recent event where philanthropists were able to share their passion for effective giving.Foundation Scotland’s corporate client portfolio continues to grow and we have devoted some editorial to corporate social responsibility, highlighting two companies with quite different approaches, Deutsche Bank (page 9) and Wm Grant (page 10).This edition has been published to coincide with our biennial Philanthropy Debate and on pages 6 and 7 our panellists talk about what motivated them to start their philanthropic journey as well as their experiences. The debate’s theme is ‘The Future of Scottish Philanthropy’. With the recent independence referendum in mind it should provide some lively discussion

on whether greater powers for Scotland give Holyrood a better platform to encourage and stimulate philanthropy. Do philanthropists have an appetite to work with local and national government or seek to address areas solely beyond the reach or responsibility of the state? What opportunities would an increased level of public engagement offer philanthropy and charitable giving in Scotland?We also have some in depth pieces from two Foundation clients in our newly introduced feature ‘Faces of Philanthropy’. I know you will enjoy reading the wonderful story on page 12 of Betty Ure and how our giving can make a difference long after we are gone. The article on pages 4 and 5 focuses on Foundation Scotland clients Toby and Kate Anstruther. Alongside five neighbouring estates, as part of the East Neuk Estates group, they

have been instrumental in strengthening this part of Scotland and its communities.The work of all these philanthropists and companies featured should provide inspiration for us all.

Hamish

Following nine years as a Trustee of Foundation Scotland as well as six years as a Trustee of UK Community Foundations, the “trade body’’ for the 48 community foundations in the UK, I took on the role of ambassador for Foundation Scotland earlier this year. I

hope I will be the first of many and I am delighted that Russell Napier has offered his time to promote the valuable work of the Foundation. You will find an interview with Russell on page 14.

PHILANTHROPY NETWORK

3

A few years ago, Liam was about to quit school before sitting his exams; his expectations of what

he could achieve had been ground down by a troubled family and time in residential care. Now, he’s at university aiming for a first class degree. The difference? The confidence-building support of a volunteer mentor assigned to him by the innovative MCR Pathways initiative working in Glasgow’s East End schools.

Liam’s story was told to a small lunchtime gathering in Glasgow in August by Iain MacRitchie, the business troubleshooter turned hands-on philanthropist who founded the MCR Pathways initiative. We invited Iain to meet with some of Foundation Scotland’s clients and contacts to share his passion for improving outcomes for school-aged children and to impart some of the lessons he’d learned as a committed donor. Also speaking at the lunch was Maggie

Gordon, an advisor to the William Grant Youth Opportunities Fund, who described the strategic approach to improving chances for young people in Lanarkshire that William Grant & Sons has developed through its work with the Foundation. Discussion over lunch covered a range of topics including donors’ motivation for giving, working in partnership, and the challenge of finding exit strategies. In their feedback after the event, attendees talked of how useful it had been to discuss these issues in a small group and being inspired by ‘the passion of the speakers, relating to how real change can be made’.Over the last two years, this kind of activity has taken place under the banner of the Philanthropy Fellowship, a UK-wide initiative funded until the end of 2014 by the Esmée Fairbairn Foundation. Although that initiative is coming to an end, Foundation Scotland will continue to be the hub of a lively network of philanthropists in Scotland. Exclusive roundtables like the Glasgow lunch, bigger networking events like our Philanthropy Debate, project visits and 1:1 tailored philanthropy advice will continue to be a core part of our activities and services, and not just for those who have established a fund at the Foundation.

Contact Philanthropy Services on 0131 524 0300 if you’d like to be part of our network.

Connecting donors -sharing a passion for effective giving

Philanthropists networking

4

THE COMMUNITY PHILANTHROPISTS STORY

For Toby and Kate philanthropy is nothing more than participation within their community - or in relation to a cause they are involved with - without the expectation of a personal return. They suspect that the desire to do right by your community (whether geographic or cause-defined) is in all of us but it is often crowded out by the demands of everyday life and the lack of spare capacity. They have always contributed in a small way to what they have individually felt were “good causes” but the move to the East Neuk of Fife gave them an opportunity – and more time – to consider a more strategic approach to their engagement. Their move to a traditional rural estate - and Toby’s background in real estate - nudged them towards a place-based focus. Traditional estates are akin to social enterprises; at their best they participate as part of their communities, lending their resources, as others within it do; contributing to affordable housing, land for local amenity, Christmas trees

to the local hall, etc. They decided to establish a fund with Foundation Scotland, to support their local area. As new residents, they were keen to understand the local communities and consider how best they might participate in them. Their first step was to commission a community profile from Foundation Scotland, researching the area, its needs and assets. Toby and Kate both grew up in families where philanthropy was part of life – there were always examples of people being helped. As a child, Toby remembers sharing the family home with a succession of people in need of somewhere to stay or a helping hand – including foreign refugees from the Prague Spring and the Basque separatists. They have been lucky in life and it seems completely natural to use the opportunities that luck has brought them to help them to participate in their communities. They have also been conscious of how,

since their youth, the dominant focus of their economy and society has come to be on the growth of things that can be measured, usually in financial terms. But agree with people like Harvard professor, Michael Sandel, that there are limits to the application of market thinking and some realms that shouldn’t be reduced to questions of financial value. As well as influencing their outlook on society, this relates to their view that philanthropy isn’t simply about being able to give money.Kate has worked for most of her career in third sector organisations and this, in concert with a broad business understanding learnt as part of an MBA also informs her current thinking.Foundation Scotland - and the Philanthropy Fellowship - have been of considerable help. When Toby and Kate started to consider how they might contribute (beyond a scatter-gun membership of some national third sector organisations) they needed

Faces of PhilanthropyToby & Kate AnstrutherToby and Kate Anstruther

moved with their two children from London to the East Neuk of Fife in 2008 to

run the Balcaskie Estate which has been in Toby’s family for centuries. As Chair of a London-based business, Toby retains interests in the South East, but the family is now rooted in this part of Scotland. Both Toby and Kate are heavily involved in community initiatives, including the East Neuk Community Action Plan, Fife Food Network and Anstruther Improvements Association alongside the farming and related business activities of the Estate. Together, they work with five other neighbouring estates as part of the East Neuk Estates group to support and enhance this part of Scotland and its communities.

THE COMMUNITY PHILANTHROPISTS STORY

the benefit of Foundation Scotland’s experience in considering their approach. The initial community profile that they commissioned provided a basic, objective context about their area and the opportunity to consider how best to contribute. Subsequent discussions with experienced members of the Foundation and a Philanthropy Fellowship study tour to visit a number of community enterprises on the Isle of Mull have prompted them to develop a more complex understanding of the issues and the range of opportunities. Sharing experience is extremely valuable – in philanthropy as much as any field – so meeting other donors has been beneficial. The Fellowship has also facilitated other connections. For example, Toby attended a social investment conference at Foundation Scotland’s invitation, which led to a fruitful meeting with a Scottish Government contact interested in rural regeneration. Taking time to learn about the sector and their various communities has been very important for Toby and Kate. No-one would expect someone with no experience of the business world to just move into some field of commerce and start making good decisions without training or research. It surprised them that sometimes people seem to assume that moving from business to the third sector doesn’t require a similar learning process. In any field, if you’re aiming to invest to make an impact, it seems irresponsible not to do some research first to ensure that you are genuinely going to create value and that your actions – however well intentioned – aren’t going to have unintended negative consequences.Toby and Kate have relied heavily on the expertise within Foundation Scotland. The Foundation’s independent, professional approach has also made it possible to broaden the fund they set up to include other donors from the East Neuk Estates group with whom they share many of the same objectives. The Foundation’s involvement and expertise offers credibility to Toby and Kate’s strategy and governance, ensuring that the East Neuk Community Awards Fund continues to benefit a broad range of community groups, in line with the intentions of all of the East Neuk Estates members.

Selecting causes and organisations to support is one challenge. There is a never-ending stream of good causes to support within the communities in which they participate. Working with Foundation Scotland gives them confidence that, the organisations they support financially really do pass muster. But it is all too easy to consider that giving money alone is the answer. Toby and Kate’s experience is that active participation - alongside other community members - is more important than financial giving alone. The key issue for communities is not cash but participation. For Toby and Kate, making a difference has to mean getting your hands dirty. You might still be termed a philanthropist just for writing a cheque, but it is far less effective than getting involved as a volunteer too. And – despite all the gratitude that comes from sending a cheque – they recognise that the critical contribution in any local initiative is the one made by the people giving their time and energy to make it happen. There’s a considerable administrative burden placed on recipients of public sector grant funding, which has often been a challenge for the organisations they are supporting and runs counter to many of the stated aims of the funders. They are able to be less bureaucratic and to use their charitable fund to ease this sometimes, for instance by making interest-free loans to organisations to fund the actual work when they can only re-claim grants once it has been completed. The East Neuk Community Awards Fund has contributed to local primary schools, a local drug-rehabilitation group and other community groups. However, the most rewarding projects have been ones where the project has brought out the energy and engagement of its members with long-lasting benefits. An example is the St Ayles Rowing Club whose Coastal Rowing project has, in just a few years, stimulated the development of a network of coastal rowing clubs and regattas around Scotland, using skiffs built to the design pioneered by the St Ayles club as part of this project. Toby and Kate played a very small part in that project and can really claim little credit for it, but they are proud to have been able to help. They are, very cautious of the categorisation of their actions as

philanthropy. They contribute to their communities - often less than others – and, alongside their fellow East Neuk Estates members, being active members of a vibrant community is an extremely rewarding experience. Their own financial context means that they have the opportunity to devote time to some of the community or philanthropic projects in which they are involved. Doing their bit to ensure society is alive and kicking is important. Toby and Kate are currently working with other members of their communities and local agencies to develop an East Neuk Community Action Plan. They are seeking to support what the area does well, backing natural success, rather than assuming that “solutions” to needs can be imposed from the top-down. If it can succeed in helping secure a high quality of life for future generations in this part of Scotland, regardless of their wealth or background, then it will have achieved a lot. The continued evolution of their charitable fund, the East Neuk Community Awards Fund, has an important role to play in this: whether it’s providing small grants for immediate needs in communities like the new set of football goal nets it contributed to recently, or making loans to underwrite capital projects enabling them to draw-down external funding from other sources. They are also planning to enable the employment of a local worker – a community connector – to bridge connections between individuals, organisations and communities and to make the most of local strengths through sharing resources and working together.They have no immediate plans to involve their children (aged 12 and 14) directly in what they are doing, but hope that when they ask, “Where’s Mum?” and get the reply, “At another meeting,” they’ll begin to absorb some of that sense that this is just what being part of a community is about.Toby and Kate’s advice for people starting out as donors is: Do something you are interested in and use the financial flexibility that you have to allow a focus on the issues beyond the purely financial. Philanthropy – in terms of donating money – may be necessary but it is not sufficient. A broad, personal contribution within the community is essential to enable it to develop its social muscles!

5

6

DEBATE 2014

Scotland has a great tradition of philanthropists, such as Scots born Andrew Carnegie whose name is synonymous with

the concept of using wealth to help others.Private giving in the UK is worth around £9bn per year but the challenge is to ensure that the money can create the biggest impact to those that it supports.We find that people can be reticent to talk about their giving in Scotland. However, one of the positive outcomes from the recent

independence referendum is the increased engagement across the social spectrum. Perhaps that provides us with a greater opportunity to have that discussion?Through events such as Foundation Scotland’s philanthropy debate we can celebrate the role of philanthropy, share how rewarding it can be and encourage more people to get involved. But most importantly show that charitable giving is supporting thousands of lives and communities up and down the country. And ensure that all the money received continues to make a difference to those it

supports and for the benefit of Scotland.This year’s debate explored how greater powers could give Holyrood levers to encourage and stimulate philanthropy and whether philanthropists should seek to work with local and national government or devote their time to addressing areas solely beyond the reach or responsibility of the state.No matter what happens in the future one thing is for certain - philanthropy has made and will continue to make a significant contribution to our society. It would be a lot poorer without it.

The philanthropy debate

“I resolved to stop accumulating and begin the infinitely more

serious and difficult task of wise distribution.”

Andrew Carnegie

DEBATE 2014

7

The philanthropy debateSome of this year’s panellists talk about why they give their time and money and what it means to them.

TOBY AND KATE ANSTRUTHER

Is your philanthropy a private thing or do you discuss it with family, friends or colleagues?We approach our philanthropy with humility and modesty. Our aim is to facilitate any learning from our own mistakes and to encourage others to let their respective philanthropic instincts flourish! In the case of the East Neuk Awards Fund, our aim was always that it could form the basis of wider participation by us and our neighbours in the East Neuk Estates group and beyond. In this, we recognise that they were already generous on their own respective approaches to philanthropy in the East Neuk but that we would all benefit from the structured approach championed by Foundation Scotland and enabled through the single, joint fund of the East Neuk Awards Fund. If there is credit due arising out of the Fund’s work, it goes to all members of the East Neuk Estates group not just me and Kate.

IAIN MACRITCHIE

What was the trigger for your philanthropy?My inspiration and drive comes from a working class and values driven childhood in Glasgow combined with an entrepreneurial influence and subsequent business career. I got involved with philanthropy soon after achieving financial success. An experience of turning round a failing care and education business over five challenging years gave me the focus and a cause in helping disadvantaged young people to realise their full potential.I set up MCR pathways - a schools based mentoring and support programme to help and inspire young people and today it supports 250 young people in six schools in Glasgow. For philanthropy to succeed and have impact it needs to be entirely based around need, and working closely with those who are facing the difficulties first hand.

LENA WILSON

How do you identify and select the organisations and projects you support?For me it is simply about finding something I can be passionate about, can add the most value and make the biggest difference. Personal experience, of course, also comes into it. An example of that is my relationship with the Prince and Princess of Wales Hospice in Glasgow. And time too is an important factor. With the demands of my role and extensive travel I can’t involve myself in lots of causes as that would make it more difficult to be able to make a real impact. I focus on a few, do the very best that I can for them and then move on if it makes sense to do so.

8

CORPORATE PHILANTHROPY

What’s the Point of Company Giving?

Contrasting research shows that while on the one hand giving by FTSE 100 companies almost doubled

in five years to 2012 (to £2.5billion global giving), on the other hand, analysis of more than 400 top giving UK companies shows that support in the UK has fallen by nearly one quarter from 2012 to 2013 (to the £750million level). Either way, company giving within the UK falls short of the oft-quoted aspiration to reach the magic ‘1% of pre-tax profits’.The organisation behind this analysis, which also publishes fundraising guides and directories, is on record as being ‘truly horrified’ by the findings. At face value, their reaction seems justified. But hang on, isn’t the money just an input? It tells nothing about what is achieved. A better starting point is ‘how smart is company giving?’At an extreme end, take a look at Coca-Cola in Africa, which used its incredible distribution networks to tackle HIV and AIDS. Condoms and information materials were supplied from the back of their trucks, along with bottles of Coke. Charity? Yes, it met a need. However, sales of Coke were set to decline, along with the health of the population. Coca-Cola’s goal was arguably more about keeping its customers and

employees alive, rather than enhancing its image.You’d be forgiven for being cynical. However, business guru Michael Porter suggests that the acid test for good corporate philanthropy is ‘whether the desired social change is so beneficial to the company that the organisation would pursue the change even if no-one ever knew about it’. Basically, sensible company giving should seek to create value for the

company, in part through supporting its community (however defined) to prosper, regardless of any PR fanfare.Closer to home, take a look at the William Grant & Sons Youth Opportunities Fund. It focuses on communities where its business is based and where its employees live. In urban Lanarkshire, the programme supports several youth charities which enable young people ‘lost in transition’ to head towards employment, with

demonstrable success. The way in which the company gives is smart. After a period of understanding the needs and assets of the community, working out both the gaps and opportunities in provision and then sourcing exceptional charities, the programme continues to invest long-term in several effective organisations. The UK analysis mentioned earlier quotes the tendency for companies to give locally, where employees and customers are based, rather than based on need. Surprised? No, it makes sense, given the position that a company and its giving should create shared value (Michael Porter). A criticism levelled at this approach is that it risks ‘desertification’ as companies located in major centres simply boost already prosperous, urban communities. This may be particularly true in a South – North context in England; but, in part Foundation Scotland can point to a different story north of the border.At a local level, Rio Tinto supports grassroots organisations around Lochaber; while Shell is engaged with charities up and down the Aberdeenshire coastline and in Fife. On a national level, Baillie Gifford Investment Managers is headquartered in the capital and supports charities in Edinburgh but is equally proud of its Scotland-wide community awards programme. Meanwhile, through the ScotRail Foundation - ScotRail is supporting communities across the country and in particular those who can demonstrate a connection with their local railway station. This fund complements the train operator’s support for local communities as Steve Montgomery, managing director of ScotRail explains:“We are committed to helping communities prosper and believe that we have a greater responsibility than simply transporting passengers from A to B. The ScotRail Foundation will enable us to provide financial support to communities across Scotland.”Back to the alternative question, ‘how smart is company giving?’ I believe some of the most thoughtful examples of company giving pay great attention to the connection between their resources and locality with the opportunities and needs within communities. The place we in Foundation Scotland like to call ‘where philanthropy meets community’.Giles Ruck, CEO Foundation Scotland

Gorbals Youth Café: Funded by Deutsche Bank

Methilhill Community Children’s Initaitive: Funded by Shell

Case study

9

CORPORATE PHILANTHROPY

The Deutsche Bank Small Grants Fund, distributed via Foundation Scotland, is part of the bank’s Born to Be youth engagement programme (www.db.com/borntobe). Since 2010, the

partnership has distributed approximately £110,000 to 33 projects in Edinburgh, Glasgow and surrounding areas to help disadvantaged young people between 11 - 18 years old to fulfill their potential by developing employability skills, confidence and aspirations. Rosie Towe, Community Investment, Deutsche Bank UK said “We’ve been running our small grants fund through Foundation Scotland since 2009 and through that relationship we’ve been reminded that relatively small amounts of money can have

a huge impact. In these difficult times, we’re delighted to be supporting groups that are perfectly positioned to address local need efficiently.” 2014 marks the final year of the partnership between Deutsche Bank and Foundation Scotland, however, it will leave a lasting legacy to those young people it has supported.

Primary school children from North Edinburgh have been helped through the daunting transition to high school by taking part in a song writing project facilitated by Fischy Music and funded by a grant from the Deutsche Bank Small Grants Fund. Established in 1998, Fischy Music supports the emotional, social and spiritual health and wellbeing in children through songs. In June 2013, more than sixty P7 pupils from Pirniehall Primary School and St David’s RC Primary School participated in a series of transition theme workshops led by Fischy Music musicians where they wrote, recorded and performed a song with a particular focus on moving to high school. Leaving primary school can be a distressing time for youngsters, and so the charity worked with them to try to increase their confidence and self esteem, before they began the transition to high school.Pupils were encouraged to discuss the various and complex emotions they may experience during times of change, and what they could do to express and manage these feelings. At the end of the programme, pupils from both schools showcased their endeavour and performed the songs they had written at a celebratory concert which was attended by pupils

and staff from local primary and secondary schools. Fischy Music’s Helen Kibby said, “Music is a great way to encourage children to express themselves with confidence.

Through song writing, children are able to communicate feelings and emotions that they might otherwise not want to talk about.”She continued, “In their workshops, children were able to express their emotions, and reflect on their feelings about moving to high school. They wrote about feeling anxious at the prospect of leaving behind old friends and making new ones. However, by working together and listening to each other, they soon realised that they were not alone, and that other children had similar worries.” “Song writing and performing gave them the confidence to look forward to high school. They started to believe in their own lyrics Don’t worry it will probably be alright. It will be a blast’.”Head Teacher of Pirniehall Primary School, Mary Gillespie said, “What Fischy Music brings to children and staff is special. It has that really inspirational edge and has helped to enhance pupils’ confidence and self esteem. They now feel more able to take on new challenges and embrace change.”One pupil said “I’m not so scared of high school anymore” while another said “we all had fun and enjoyed working with Fischy Music…we wrote the best song in the world!”

FISCHY MUSIC

Deutsche Bank

10

THE FAMILY BUS INESS STORY

Youth unemployment costs money. If you take all the Scottish school leavers in one year who do not make the transition into regular employment the lifetime cost would be in the region of £2 billion. For young people, being out of employment, education or training is a health hazard too. Young people who are not in employment, education or training are almost twice as likely as other young people to lack a sense of belonging in life. They are also more likely to lack a sense of identity and feel isolated all or most of the time. Almost half of young people not in work (48 per cent) claim that unemployment has caused problems including self-harm, insomnia, self-loathing and panic attacks . A disproportionately high number of young people affected by unemployment live in the Lanarkshire area where 11.2% of school leavers in North Lanarkshire and 12.5% of school leavers in South Lanarkshire did not achieve a positive destination (i.e. education, training or employment) in 2013. Recognising that a significant proportion of young people from Lanarkshire were failing to achieve a positive destination on leaving school, the William Grant Youth Opportunities

Fund decided to take stock of their investments to date. In April 2012 they implemented a strategic review of the fund to ascertain what the key needs of children and young people in the Lanarkshire area were five years on and whether the Fund was still fit for purpose.A period of research and consultation with key stakeholders took place over the next six months to ascertain the scale and nature of youth unemployment in Lanarkshire and to ascertain the range of interventions that were being delivered in the area to address the issue. The research also sought to identify any current gaps in service provision that could provide a useful starting point for discussion around the future priorities of the fund in Lanarkshire. The findings from the research and consultation highlighted that there was a need for more targeted, strategic, early interventions with children and young people aged 8-14 years. A critical period in young people’s lives when the habits and attitudes that they will adopt in life begin to be laid down, and when they are particularly susceptible to influence from people around them and those they see as role models. More specifically, there was a need for 8-14 year olds to have improved access to befriending and mentoring support, literacy support, entrepreneurial education and initiatives that could help young people to build their confidence and resilience.

Building a pathway to confidence for young people in LanarkshireEstablished in 2007, the William Grant Youth Opportunities Fund

aims to improve the life chances of young people who are not in education employment or training, or at risk of becoming so, in the communities surrounding Dufftown, Girvan and Bellshill.

Since the fund was established, the Grant Gordon family, the owners of William Grant & Sons have invested over £1.2 million in improving the life chances of young people in these areas providing support to over 3,000 children, young people and their families.

There was a need to adopt a holistic approach to the needs of a young person

William Grant Youth Opportunities Fund

Scaling the heights – a COVEY befriendee

11

THE FAMILY BUS INESS STORY

Building a pathway to confidence for young people in Lanarkshire

It was apparent from discussions with stakeholders that there was a need to adopt a holistic approach to the needs of the young person joining up the links between the home, school and community environments if young people were to thrive and achieve positive destinations. A bespoke strategic funding programme was devised by Foundation Scotland to meet this need within the Lanarkshire area and was launched in June 2013. In December 2013, following an initial call for partnership proposals and a subsequent shortlisting process two local organisations COVEYbefriending and Bellshill and Mossend YMCA were selected as the preferred delivery partners for the initiative. Rather than

working in isolation, COVEY and the YMCA, agreed to align their bids so that they could deliver one pan-Lanarkshire service – PATHWAYS to Confidence. In April this year the PATHWAYS project was awarded £440,754 over a three year period from the William Grant Youth Opportunities Fund. PATHWAYS will utilise a befriending and mentoring approach to provide children and young people aged 8-14 years and their families with a holistic support package designed to enable them to reach their potential and feel more confident and able to deal with the stresses of modern life in a more positive and constructive manner. The project will work with an average of

80 families per year delivering an Aspire mentoring programme, befriending and practical family support to ensure that the families will have a range of supportive relationships available to them to help them to overcome any barriers to learning and confidence and to reach their potential. The project will work with a range of local delivery partners such as Airdrie CAB and Relationship Scotland Family Mediation South Lanarkshire to ensure that the whole needs of the family are taken into account. Issues such as poor literacy skills, financial difficulties, relationship problems within the family unit can then be addressed to ensure the best outcomes for each child in the future.

COVEY Befrienders at play Making Snow Angels in Lanarkshire (COVEY Befriending)

THE LEGACY STORY

Betty moved to Arran in the mid-fifties, settling first in Whiting Bay and then Kingscross, having met and married Roy Ure, a local bank accountant. Daughter of a minister and strengthened by the values of her faith, Betty was compassionate and supportive of her local community. Betty was active in her community where she was Chair of the Social and Fundraising Committee in her local church. A hospitable Chair, here she made the gatherings welcoming, fun and rewarding. In addition to quizzes, music evenings, suppers and a beach BBQ, the group also compiled a local cookbook, all in the spirit of community whilst raising local funds.Like so many of her generation, Betty was embarrassed by wealth. When Roy died in 1981, leaving her their modest estate, she wanted nothing more than her home, garden, pets and, of course, her friendships through the community and church. However, Betty became the beneficiary of a trust, from a distant relative, of some £150,000. Given her nature she tried to turn it down. On learning that she had to accept the funds she discussed her options, particularly charitable ones, with her investment manager – Ronnie Anderson. As a result of his positive experience of Foundation Scotland Ronnie suggested to Betty that she set up her own charitable trust under the auspices of

the Foundation. The annual returns could then be used to support local causes in and around Whiting Bay and across Arran. Meaning her trust could keep on giving beyond her lifetime.Ronnie suggested the Foundation route, as not only would it be low cost but because the Foundation’s staff would take real interest in Betty’s wishes and find those local charities for her to consider supporting. Initially, the Foundation established ‘The Abington Trust’ allowing Betty to give anonymously. Her nature meant Betty was keen that her philanthropy would only become public after her death. After her passing ‘The Abington Trust’ was renamed The Betty and Roy Ure Memorial Fund in accordance with her wishes.Even though she chose to be discreet, the community groups and charities she supported reflected Betty’s interests and the nature of island life. These included local village halls and sports clubs as well as the work of the larger well-known charities like the RNLI and Scottish SPCA. The cheques always landed on the doormat on 17 July each year, Betty’s birthday. Ronnie recalls, “One of the highlights of my year was a visit to Betty to discuss how best her Trust could support the grassroots charities she held so dear. The support we had from Foundation Scotland was great,

the research to help identify those lesser known groups was second to none. And it was a blessing to know that all the administrative and financial arrangements were being dealt with by the Foundation.” Betty’s inclination to be charitable, in giving money as well as time, was ever-present in all her encounters. When good friend and neighbour Isobel suffered a kitchen fire, Betty’s was the nearest working phone line to call for help. Betty also came to the rescue with a picnic basket of

The Faces of Philanthropy –

Betty and Roy Ure Memorial FundWhen Betty Ure first set-up her Foundation Scotland

Charitable Trust from a modest inheritance in 2002 even she couldn’t have foreseen the lasting effect of her generous donation. Fast forward a decade and, now beyond even

Betty’s imagination, The Betty and Roy Ure Memorial Fund supports community projects and charities the length and breadth of Arran to the tune of £20,000 each year – a real lifeline strengthening the fabric of her beloved community.

Roy and Betty Ure

12

THE LEGACY STORY

food for Isobel and family. And, when she calmly diffused the potentially dangerous situation of being threatened in her own home, at night by an intruder - a young man with a mental health illness - her court statement asked for leniency given his disturbed state. Such was the kind-hearted spirit and level-headedness of Betty Ure. Indeed, when the police attended the incident and set-up a cordon at her home she couldn’t see what the fuss was all about!Betty’s minister, Reverend Elizabeth Watson recollects that if a project or the church needed something, and you carelessly mentioned this to Betty, it wouldn’t be long before whatever was required would appear! Elizabeth recalls the day when Betty admitted that “I’m sure it’s not you dear, but I can’t quite hear in the church anymore”. Within short order this led to a donation of a PA system for the church.However, arguably the finest gift was that of four stunning stained-glass windows, which continue to radiate warmth and colour the length of the nave today. Betty explained that “the money will be in my will; however it would be much nicer if I could enjoy them now!” Avoiding what Betty described as ‘scary angels with horrible wings’ she and Reverend Watson commissioned renowned expert Christian Shaw to produce the ‘Four Seasons of Arran’.Betty decided that she would increase her support for local causes. From an initial fund of £150,000 in 2002, the value of her Trust grew in three ways, from: modest annual donations, which were tax efficient for Betty; the residual value of her estate on her passing; and the growth of the Trust over a decade of prudent investment

management. Now, her Trust value has climbed to over £800,000 which provides some £20,000 each year as grants for local charities.One of the recipients of Betty’s generous support said, “The Arran community works hard to provide a rich programme of cultural events, but our own resources would never give us the chance to hear internationally renowned professional musicians as we can from time to time. Countless people here have benefitted from your generosity, and I know I can speak for all of them in sending the appreciation and heartfelt thanks. “Several years on, the cheques still arrive on Betty’s birthday, just as she wished, and the Foundation keeps an eye on her favourite charities and community projects, ensuring the local causes so close to Betty’s heart are supported and continue to thrive even after her death in 2010. Her charitable spirit lives on through The Betty and Roy Ure Memorial Fund.

• Arran Access Trust.• Arran Brass • Erskine Hospital • Friends of Montrose House • Isle of Arran Drama Association• Isle of Arran Farmers Association for

the Arran Agricultural Show • Isle of Arran Horticultural Society• Isle of Arran Hospital Supporters

League

• Isle of Arran Mountain Rescue Team • Isle of Arran Museum Trust• Isle of Arran Music Society• Isle of Arran Pipe Band• Kidonan Hall & Improvements

Committee• National Trust for Scotland -

Brodick Castle • RNLI Lamlash • RSPB Scotland

• Scottish Society for the Prevention of Cruelty to Animal

• Whiting Bay & District Improvements Committee

• Whiting Bay and Kildonan Church (Fabric Fund)

• Whiting Bay Bowling Club• Whiting Bay Golf Club • Whiting Bay Public Hall

Each year 80% of the funds are distributed among the following 22 charities specified by Betty. The remaining 20% of the fund value is distributed across Arran at the Foundation’s discretion.

Four Seasons of Arran Stained Glass Windows

SSPCA a beneficiary

13

14

SPOTL IGHT ON AN AMBASSADOR

Our ambassadors play a vital role in helping to promote our philanthropic work. Charmaine Ferris, our Head of Philanthropy Development talks to our newest ambassador and client Russell Napier about why he has taken on this new role.

Why did you get involved with Foundation Scotland?I learned of the work of Foundation Scotland from a friend and it seemed by taking on this new role it would let me do two good things simultaneously. It would free up my increasingly busy schedule, by taking on the administrative burden of running my own charity, whilst allowing me to support the very important work of Foundation Scotland. I have long thought that there was a role for a body to co-ordinate and manage charitable giving so I was delighted to discover that Foundation Scotland fulfil this role so I was keen to get involved in supporting their efforts.

Why have you taken on the role of Ambassador and what appeals to you about this new role?I meet many people who wish to make charitable contributions but are too busy to find charities which they believe really deliver on their charitable goals. Foundation Scotland is in the business of helping such people and I think it plays a crucial role in raising money that would not otherwise be available and also helping people target those charities which actually deliver. I think the work of Foundation Scotland is not widely recognised, so I am keen to do whatever I can to bring it to the attention of a wider audience.

What do you hope to offer and what positive benefits do you feel Ambassadors can provide?I hope I will be able to encourage those who have considered doing something but have been put off by administrative burdens and the huge choice of charities which they could support to consider the Foundation. If they now use the Foundation’s service it will make giving easier, more productive and ultimately more fun.

Russell Napier has been providing asset allocation advice to institutional investors for twenty years and has just launched a new business – ERIC - where investment advice from numerous providers is available for sale.Russell began his investment career in 1989 as an investment manager at Baillie Gifford in Edinburgh managing funds in the Japanese then the US and finally the Asian markets. Moving to Foreign & Colonial Emerging Markets in London he was responsible for managing Asian portfolios. Since 1999, apart from fulfilling the consultancy role with CLSA, Russell has

created a new course in investment called ‘A Practical History of Financial Markets’ (www.didaskoeducation.org,) which forms part of the MBA programme at the Edinburgh Business School. Russell is managing director of the Didasko Education Company, the charitable organisation which owns and operates the course. Surplus funds are donated to a charity which educates Scottish six formers on basic personal finance.In 2000 Russell, in conjunction with CLSA Asia-Pacific Markets, formed a charity in memory of his late wife Karen, to provide scholarships for students taking the MSc in Investment

Analysis at The University of Stirling. In 2011, he also launched a scholarship programme at Queen’s University Belfast to cover the fees for two students to study for the MSc in Nursing.He is a director of the Scottish Investment Trust and the Mid Wynd International Trust.In 2014 Russell established The Library of Mistakes in Edinburgh. The Library is a charitable venture and a first class financial history resource for anyone wishing to learn the lessons of the past as a guide to our financial future. He is the Keeper of The Library of Mistakes.

Russell Napier Biography

An Interview with Russell Napier

15

PHILANTHROPY NEWS

A beacon for the arts, a community facility, a crucible of creativity… Edinburgh Sculpture Workshop’s (ESW)

new Creative Laboratories building will be all of these. Opening in November 2014, the Creative Labs have been fully funded by the £3M Arts Funding Prize for Edinburgh, managed by Foundation Scotland on behalf of anonymous donors.

The building – an enclosed courtyard, with self-contained ‘laboratory’ spaces and a tower that will make a striking addition to the capital’s skyline – was the successful entrant to an open competition organised by Foundation Scotland during 2009-10. The competition sought to select and fund a new building proposal that would combine architectural and cultural excellence and make a real impact on Edinburgh’s

status as a cultural capital. Designed by Sutherland Hussey architects, the building sits alongside ESW’s recently opened new Sculpture Centre down an unprepossessing street in Newhaven in the north of the city. The Creative Labs – which will also house a café and terrace – will open-up the Sculpture Centre to visitors and the local community and create a space for exhibitions, experimentation, large-scale sculpture and events. The 22 metre high tower will accommodate light and sound installations.Since announcing ESW as the winner of the competition (from a shortlist of three whittled down from 13 original entrants), Foundation Scotland has worked closely with ESW and the project team on behalf of the donors to monitor and support the project through to its final completion. We will continue to monitor the impact of the building, providing regular reports to the donors on programme impact, visitor numbers and financial sustainability for the next five years. But we’re confident this remarkable new addition to Edinburgh’s cityscape will be a great success.

Since November 2013, the Women’s Fund for Scotland has been living out loud! And what a year

it has been. Groups from Moray to Dumfries and Galloway; from Argyll and Bute to Dundee have benefitted.From grants that will help fund workshops for women with mental health issues to women at risk of abuse and sexual exploitation, support training for the ‘Passion for Profit’ project and grants that simply cover crèche costs allowing mums to keep fit. Our grants may be small but they are making a BIG difference.

• We’ve raised over £240,000 between November 2013 to November 2014

• We’ve made over 35 grants• The value of grants made is

over £74,000 with around 2,400 beneficiaries

We can’t be complacent, we need to keep raising funds and awareness so that we can keep making a difference – by investing in women everyone benefits. Our mission is to make small grants to projects across Scotland that support women’s growth, self-sufficiency and social economic equality. Without your continued support we are unable to fulfil our vision. We want to raise another £95,000 by the end of March 2015 – can you help? If you can support the Women’s Fund for Scotland, please contact Shona Blakeley email: shona@foundationscotland.org.uk

Women’s Fund For Scotland

Arts Prize“I believe that the creation

of the Creative Laboratories, combined with ESW’s sculpture

centre, will put Edinburgh on the international stage as a

destination for contemporary sculpture and its production.”

Jenny Dawe, Leader of the City of Edinburgh Council at the announcement of the Arts

Funding Prize for Edinburgh, October 2010

“You are only given one life, one chance at fully living it...take risks, believe in your dreams,

explore the world and her people, live out loud!”

Danell Lynn, Philanthropic Wanderlust

22 Calton Road, Edinburgh, EH8 8DP T: 0131 524 0300131 West Nile St, Glasgow, G1 2RX T: 0141 341 4960W: www.foundationscotland.org.uk

Foundation Scotland is registered as a Scottish Charity (SC022910) and is a company limited by guarantee (SC152949) with its registered office at 22 Calton Road, Edinburgh, EH8 8DP

Where philanthropy meets community

A Foundation Scotland Trust – easy to administer, tax efficient and a much less expensive alternative to establishing an independent charitable trust with a solicitor or accountant. It is easily set up and managed by donating cash or shares.

A donor-charity matchmaking service - Foundation Scotland specialises in bringing our clients’ philanthropic and charitable interests to life. Foundation Scotland can find, research and analyse charities which meet your interests. Giving money away sounds easy, but with over 23,000 registered charities and thousands more community groups in Scotland, it can be hard to know where to start. It’s even harder to know if your money is making a difference.

If you would like to know more about our full range of services, please contact our Philanthropy Development

team on 0131 524 0300 or email development@foundationscotland.org.uk

We can manage or develop your charitable giving