Muckle partner takes on trustee role at Cumbria Community Foundation
Rachael Stephenson, partner in our private client team, has taken on a new role as trustee of the Cumbria Community Foundation.
Rachael, alongside two other trustees, was officially appointed at the Foundation’s March board meeting.
The foundation, which manages over a hundred endowment funds, has made grants totalling more than £50m to local Cumbrian charities since its inception in 1999. There are more than a hundred grant making funds at the Foundation.
Promoting philanthropy
Having practised in Cumbria since 2007, her specialisms include dealing with the succession planning needs associated with complex family arrangements. Her particular areas of expertise include advising on charitable and private trusts and personal planning for business owners.
As a trustee of several Cumbrian charities, including Eden Valley Hospice & Jigsaw, Rachael promotes philanthropy in all its forms. She is experienced in helping people to realise their goals; giving as much as they can in a tax-efficient way whilst making the greatest impact on those in need.
Born and bred in the Eden Valley, Rachael was educated at Casterton School, Kirkby Lonsdale. She now lives near Carlisle with her partner and two young daughters. As a family, they spend their free time exploring; up in the hills, out on the lakes or playing on a beach.
Rachael said: “I’m delighted to have been chosen as a trustee for Cumbria Community Foundation. Acting as a trustee of several local charities over the years, I’ve had the privilege of seeing first-hand the outstanding impact of the work and contribution of the Community Foundation. I look forward to working with an amazing team of people supporting charities in the county.”
Andy Beeforth, Chief Executive of Cumbria Community Foundation, said: “I’m so pleased to have Georgina, Rachael and Patrick joining the board. We were delighted with the range and quality of people applying to fill these volunteer roles and look forward to working with them to grow the philanthropic funds we hold on behalf of the people of Cumbria.”
The new trustees join a board of 16 current members, chaired by David Beeby, former CEO of the Innovia Group.