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 [email protected].

Effective Giving for Lasting Value