Benefits of Giving through the Foundation

Benefits of Giving Through the Community Foundation in Wales include:

  • All applications are fully assessed, ensuring your donation will go to a genuine project in need because of our due diligence

  • Community impact is achieved through strong local grant-making

  • Strategic and themed impacts are achieved through robust grants programmes

  • Tax efficiencies & benefits are maximised

  • Minimal amount of your time is spent on administration

  • All grants are assessed by our professional team, and ratified by our Trustees

  • We have a simple fee structure and cost-effective services

  • We monitor all grants and evaluate the impact of our grant-making

For donors with their own Funds, benefits also include:

  • Our full philanthropy advice services

  • Our support in helping Fund holders to engage with their philanthropy by enabling them to see the difference they make

  • We make grants on your behalf to the causes of your choice , or you can mandate our Trustees to make grants to meet a range of needs

  • Project visits are arranged so you can see the impact of your giving

  • Your Fund is in your chosen name or company name

  • A dedicated member of staff manages your Fund

  • Publicity can be achieved through Community Foundation literature, events, PR and website

  • Involvement of you & your family or staff in Community Foundation events and Fund-specific activities

  • There is no need for you to make Charity Commission returns or have a separate set of Trustees for your Fund

  • We provide anonymity for those who wish it

  • We present our Fund holders with an Annual Impact Report and Fund Statements

Our track record and experience in grant-making across Wales, and in a variety of themes, means we offer expertise and local knowledge to bring to bear on your charitable giving.

As a charity, we charge fees to our Fund holders for grants administration, investment management and philanthropy services. Our management fees vary according to the size of the Funds, and our standard charges are: 10% of the annual grant-making sum, and 1.25% annual fee on the capital sum for endowment Funds (which also incur a typical set-up cost of 3%).

To discuss appointing the Community Foundation in Wales to manage your charitable investments and administer your giving, please contact Liza Kellett, Chief Executive on 02920 536590 or email

Effective Giving for Lasting Value