• 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