Unclaimed Client Balances at the Year End – Could you Help Local People by Working in Partnership with Quartet Community Foundation? banner

Unclaimed Client Balances at the Year End – Could you Help Local People by Working in Partnership with Quartet Community Foundation?

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As everyone races towards the financial year end, this can be a good moment to check in to see if your company is aware of any unclaimed client assets. If you are, and you’re unsure of how best to allocate them, would you consider donating them to some of the many small, local causes set up to help local people?

I’m happy to tell you that there’s a very straight forward way of doing this, which is to donate these unclaimed assets through Quartet Community Foundation (Registered Charity Number 1080418). For reassurance, if you choose to transfer unclaimed client balances to Quartet, we will provide you with the indemnity required to enable you to meet your obligations under SRA Accounts Rules. As balances are held within a permanent endowment at Quartet, we would be able to repay clients’ monies should that become appropriate.

Several local legal firms reading this newsletter are already using this to give to local causes through Quartet – thank you! - but if you’re not, please do consider doing the same and joining them.

Each year Quartet makes grants to hundreds of charities and voluntary groups across Bristol, Bath & North East Somerset, North Somerset and South Gloucestershire. The groups we support work across a range of areas: from housing, homelessness, mental health and wellbeing to debt advice, young people and older peoples’ support services and climate change. Together, all these organisations help to ensure that our region is one where everyone has the chance to live a healthy and fulfilled life.

Quartet has been a custodian of philanthropic funds and fair grant making for 37 years. During this time, it has earned a reputation as being a trusted and responsible organisation: one that always carries out thorough due diligence on its grant applications, and which uses its expertise to direct giving in a way that achieves maximum impact. Our funds are carefully managed and invested in a responsible manner and our Board is made up of a range of highly thought of professionals from around the region.

Thank you for taking the time to consider this request. Your thoughtfulness in this matter could help to seed long term, positive change in our region, laying the foundations for a better life for people in the West of England.

For further information, please go to our website at www.quartetcf.org.uk or contact Suzanne Rolt Suzanne.rolt@quartetcf.org.uk or Ronnie Brown Ronnie.brown@quartetcf.org.uk and we’d be very pleased to speak to you.