Giving through the Community Foundation in Wales couldn’t be easier. We make giving rewarding, enjoyable and straightforward, ensuring that your donation will make a meaningful and lasting contribution: our purpose is to work with our Fund holders and donors to improve the quality of life, resilience, strength and vitality of communities in Wales.
We support charitable giving in Wales by working alongside people and organisations, helping them to maximise the impact of their gifts in a cost-effective and simple manner.
There are four main ways to give:
1. Establish your own Endowment Fund
(minimum donation £25,000) the gift in your name which keeps on giving
2. Establish your own Immediate Impact Fund
(minimum donation £10,000) your annual or one-off charitable donation, distributed within a year
3. Donate to an existing Fund
(any amount ) contribute to an area or theme which matches your interests
4. Donate to the Fund for Wales
(any amount) everyone can be a philanthropist
Donations can be made of cash, shares and assets, as legacies, and Funds can be built up over time.
Using the links on this page, you can find out more about different ways to give and our range of services to our different client groups. You will also find Fund holder profiles and personal stories which truly show the value of philanthropy. Click here to learn about the benefits of directing your philanthropy through the Community Foundation in Wales.
To discuss how the Foundation can support you in making an impact with your giving, please contact the Chief Executive, Liza Kellett on 02920 536590 or email [email protected].
Establish an Endowment Fund
An Endowment Fund involves a single donation (or multiple donations over time) of at least £25,000. This capital is invested and income earned is made available to award grants. It is a sustainable and sustained donation that has a long-lasting impact for the community, providing annual income for grant-making year-on-year. You can choose where and what you would like to fund, and you can be as involved as much or as little as you like.
Currently we hold £4.7 million in endowment, most of which is restricted into specific Funds, with the remainder being distributed for strategic grant making at the discretion of the Trustees.
A great example of an Endowment Fund is a Fund which was established with a legacy at the Community Foundation serving Tyne & Wear. Click here for the story of how an investment of £5 million to support elderly people enjoy their retirement is now worth £7 million and has made grants of over £3.4 million in the ten years since it was established.
Our stewardship of your investment
Our Finance, Risk and Investment Board Committee is responsible for managing the Foundation’s investments, ensuring your endowment gift performs as well as possible to reap the best returns for grant-making. Committee members have considerable experience in wealth management, investment, managing and monitoring Fund Managers, and stewarding clients’ funds. Our investment returns have consistently performed above benchmark, thanks to robust and prudent policies and protocols.
Establish an Immediate Impact Fund
Immediate Impact Funds allow people and organisations to make a donation (usually every year), with the purpose of awarding the sum in grants straight away, or at points throughout the year, to make an immediate impact.
An Immediate Impact Fund has a minimum donation of £10,000 per year. It allows the donor Fund holder to support the local community from day one, and particularly appeals to individuals and companies with a budgeted amount per year to award to the community. Click here to learn how business Wales & West Utilities benefits from holding an Immediate Impact Fund at the Foundation, or how a private client established the Skiathos Fund, a £50,000 Immediate Impact Fund to support young people in deprived parts of Wales.
Donate to an existing Fund
We welcome regular, one-off, legacy or ‘in-memory’ donations into many of the Funds we manage which support specific communities of interest or geography. Your additional support into established Funds can create leverage, add value, and make the impact of these grant programmes go further. For regular donations you can set up a bankers order and specify which Fund you would like to benefit. Click here to review existing Funds to which you can make a donation
Download our donation form here
If you are a UK taxpayer, we can claim back 28% on your donation. Simply download and complete our Gift Aid Form and send it in with your donation. For more information, click here to access the Inland Revenue’s guidance.
We will keep you updated with news from the Funds, and the impact that the grants have made: information is displayed on our website throughout the year.
Fundraising Funds
The following Funds seek donations:
The Gwent High Sheriff’s Community Fund supporting crime-prevention initiatives, young people and community cohesion across the former counties of Gwent:
Created as charitable trust by the High Sheriff of Gwent, this Fund was established in 2009 when the charitable assets were transferred to the stewardship of The Foundation. Current, former and future High Sheriffs sit on the grant-making and fundraising panel, organising a range of high-profile events and fundraising balls to highlight the need for support in communities across Gwent and to raise money to support young people’s activities and aspirations, community cohesion and crime prevention.
The Newport Fund supporting voluntary organisations, charities and projects which benefit a wide range of people, communities and initiatives in the City of Newport
The Powys Fund supporting voluntary organisations, individuals and projects with a broad education and community theme across the County of Powys
The Wrexham Fund supporting voluntary organisations, charities and projects which benefit a wide range of people, communities and initiatives in the Borough of Wrexham
Coming Soon……
The Cardiff Fund and The Monmouthshire Fund please contact the Foundation for further information
Donate to the Fund for Wales
The Fund for Wales is now open for donations. It is designed so that people can make donations of any size, from anywhere in the World! In our eyes, everyone who gives to charities and community groups is a philanthropist – no matter what size their gift.
Giving to the Foundation’s ‘Fund for Wales’ is a clear statement of support for charities, community groups and local projects across the nation. This endowment Fund is provide an ongoing source of grants, indefinately: a sustainable source of funding dedicated to making a difference to people’s lives. The Trustees of the Community Foundation in Wales will steward your gift, investing donations and ensuring excellent grants which make a strong impact are distributed across Wales and to a broad range of beneficiary organisations, including those working in the fields of:
Youth Education
Community cohesion
Improving Physical and Mental Health
Improving our Environment
Supporting small voluntary groups with limited access to funding
With our knowledge of key local and national issues, gaps and opportunities, the Trustees will ensure that your donation truly makes an impact in meeting needs: our purpose is to improve the quality of life, resilience, strength and vitality of communities. We do this by connecting ‘donors with do-ers’. All donations to the Fund for Wales will be invested into the endowment Fund, and each year grants will be made by our Trustees from the income earned on this investment. Click here to learn more about the value of Endowment Funds.
There will be hundreds of donors, of all varieties and from all over the world, who wish to support Welsh charities, projects and community groups by donating to The Fund for Wales.
We will keep you updated with news of our work, and of the Fund for Wales, on the Fund for Wales website throughout the year.
Cash, Shares & Assets, Legacies
A gift of cash
Thank you for considering making a gift of cash to the Community Foundation in Wales for us to distribute to good causes on your behalf.
For regular donations you can set up a bankers order and specify which Fund you would like to benefit.
Download the form here
If you are a UK taxpayer, we can claim back 28% on your donation. Simply download and complete our Gift Aid Form and send it in with your donation. For more information, click here to access the Inland Revenue’s guidance.
Cheques and CAF cheques can be sent to Julie Ashton-Davies, our Philanthropy & Business Manager at the Foundation’s office, and if you would like to discuss making a bank transfer, please do contact her on 02920 536 590.
Gifts of shares and assets
Giving shares to charity is a useful way of unlocking capital to support good causes.
Since April 2000, donations made in this way have been eligible for full personal income tax relief as well as exemption from capital gains. A gift of £1,000 listed shares could reduce a basic rate taxpayer's income tax bill by £220 and a higher rate payer's by £400. No capital gains tax is payable on gifts of shares to charity. Similar relief also applies to donations of land or buildings.
For more information about gift of shares visit the Gift of Shares section of the Inland Revenue website.
Who can use Share Giving?
Any UK taxpayer who holds listed shares, unit trusts or Open Ended Investment Companies can donate them and claim personal tax relief. Non UK taxpayers can also donate shares but are not eligible for tax relief.
How does it work?
Donors can claim income tax relief equal to the market value of the shares on the day the gift is made, plus any associated costs such as broker's fees.
For more information on donating shares, or to discuss donating other assets, please contact the Foundation’s Chief Executive on 02920 536590
Leave a Legacy
Leaving a gift in your Will is a way to make a difference to your community for generations to come. When you leave a gift in your Will, we ensure your gift supports the causes you care about most.
The Community Foundation welcomes gifts of all sizes:
Leave a gift in your Will of £25,000 or more to set up your own Endowment Fund. You choose the name of your Fund and causes you want to benefit (or you can leave these choices up to the discretion of the Foundation’s Trustees). The Community Foundation will ensure grants are awarded according to your wishes forever.
Donate to an existing Fund (any amount ) contribute to an area or theme which matches your interests
Donate to the Fund for Wales (any amount) everyone can be a philanthropist in Wales
Ways to leave a gift in your Will
A Residuary Legacy - is the remaining value of an estate when all other bequests have been made
A Pecuniary Legacy - is a fixed amount or item specified in a Will
A Reversionary Legacy - allows a surviving partner to benefit from the estate during his or her lifetime and then for the balance of the estate to be passed to the Community Foundation in Wales
An Estate percentage - specify a gift of a percentage of the value of your estate
Making a Will
Making a Will does not have to be expensive or complicated, and a solicitor will give you advice. If you would like help to think through your gift to the Community Foundation, please contact the Chief Executive, Liza Kellett on 02920 536590 or email [email protected]
Changing your Will to include the Community Foundation
If you already have a Will, the simplest way to make minor changes or additions is by making a Codicil. This is an instruction that is kept with your existing Will which your solicitor will help you draw up.
Please let us know
If you decide to leave a gift in your Will to the Community Foundation in Wales, we would be delighted to hear from you. We treat all information you give us in strict confidence, and would be happy to discuss your wishes and Fund options with you.
We support charitable giving in Wales by working alongside people and organisations, helping them to maximise the impact of their gifts in a cost-effective and simple manner.
There are four main ways to give:
1. Establish your own Endowment Fund
(minimum donation £25,000) the gift in your name which keeps on giving
2. Establish your own Immediate Impact Fund
(minimum donation £10,000) your annual or one-off charitable donation, distributed within a year
3. Donate to an existing Fund
(any amount ) contribute to an area or theme which matches your interests
4. Donate to the Fund for Wales
(any amount) everyone can be a philanthropist
Donations can be made of cash, shares and assets, as legacies, and Funds can be built up over time.
Using the links on this page, you can find out more about different ways to give and our range of services to our different client groups. You will also find Fund holder profiles and personal stories which truly show the value of philanthropy. Click here to learn about the benefits of directing your philanthropy through the Community Foundation in Wales.
To discuss how the Foundation can support you in making an impact with your giving, please contact the Chief Executive, Liza Kellett on 02920 536590 or email [email protected].
Establish an Endowment Fund
An Endowment Fund involves a single donation (or multiple donations over time) of at least £25,000. This capital is invested and income earned is made available to award grants. It is a sustainable and sustained donation that has a long-lasting impact for the community, providing annual income for grant-making year-on-year. You can choose where and what you would like to fund, and you can be as involved as much or as little as you like.
Currently we hold £4.7 million in endowment, most of which is restricted into specific Funds, with the remainder being distributed for strategic grant making at the discretion of the Trustees.
A great example of an Endowment Fund is a Fund which was established with a legacy at the Community Foundation serving Tyne & Wear. Click here for the story of how an investment of £5 million to support elderly people enjoy their retirement is now worth £7 million and has made grants of over £3.4 million in the ten years since it was established.
Our stewardship of your investment
Our Finance, Risk and Investment Board Committee is responsible for managing the Foundation’s investments, ensuring your endowment gift performs as well as possible to reap the best returns for grant-making. Committee members have considerable experience in wealth management, investment, managing and monitoring Fund Managers, and stewarding clients’ funds. Our investment returns have consistently performed above benchmark, thanks to robust and prudent policies and protocols.
Establish an Immediate Impact Fund
Immediate Impact Funds allow people and organisations to make a donation (usually every year), with the purpose of awarding the sum in grants straight away, or at points throughout the year, to make an immediate impact.
An Immediate Impact Fund has a minimum donation of £10,000 per year. It allows the donor Fund holder to support the local community from day one, and particularly appeals to individuals and companies with a budgeted amount per year to award to the community. Click here to learn how business Wales & West Utilities benefits from holding an Immediate Impact Fund at the Foundation, or how a private client established the Skiathos Fund, a £50,000 Immediate Impact Fund to support young people in deprived parts of Wales.
Donate to an existing Fund
We welcome regular, one-off, legacy or ‘in-memory’ donations into many of the Funds we manage which support specific communities of interest or geography. Your additional support into established Funds can create leverage, add value, and make the impact of these grant programmes go further. For regular donations you can set up a bankers order and specify which Fund you would like to benefit. Click here to review existing Funds to which you can make a donation
Download our donation form here
If you are a UK taxpayer, we can claim back 28% on your donation. Simply download and complete our Gift Aid Form and send it in with your donation. For more information, click here to access the Inland Revenue’s guidance.
We will keep you updated with news from the Funds, and the impact that the grants have made: information is displayed on our website throughout the year.
Fundraising Funds
The following Funds seek donations:
The Gwent High Sheriff’s Community Fund supporting crime-prevention initiatives, young people and community cohesion across the former counties of Gwent:
Created as charitable trust by the High Sheriff of Gwent, this Fund was established in 2009 when the charitable assets were transferred to the stewardship of The Foundation. Current, former and future High Sheriffs sit on the grant-making and fundraising panel, organising a range of high-profile events and fundraising balls to highlight the need for support in communities across Gwent and to raise money to support young people’s activities and aspirations, community cohesion and crime prevention.
The Newport Fund supporting voluntary organisations, charities and projects which benefit a wide range of people, communities and initiatives in the City of Newport
The Powys Fund supporting voluntary organisations, individuals and projects with a broad education and community theme across the County of Powys
The Wrexham Fund supporting voluntary organisations, charities and projects which benefit a wide range of people, communities and initiatives in the Borough of Wrexham
Coming Soon……
The Cardiff Fund and The Monmouthshire Fund please contact the Foundation for further information
Donate to the Fund for Wales
The Fund for Wales is now open for donations. It is designed so that people can make donations of any size, from anywhere in the World! In our eyes, everyone who gives to charities and community groups is a philanthropist – no matter what size their gift.
Giving to the Foundation’s ‘Fund for Wales’ is a clear statement of support for charities, community groups and local projects across the nation. This endowment Fund is provide an ongoing source of grants, indefinately: a sustainable source of funding dedicated to making a difference to people’s lives. The Trustees of the Community Foundation in Wales will steward your gift, investing donations and ensuring excellent grants which make a strong impact are distributed across Wales and to a broad range of beneficiary organisations, including those working in the fields of:
Youth Education
Community cohesion
Improving Physical and Mental Health
Improving our Environment
Supporting small voluntary groups with limited access to funding
With our knowledge of key local and national issues, gaps and opportunities, the Trustees will ensure that your donation truly makes an impact in meeting needs: our purpose is to improve the quality of life, resilience, strength and vitality of communities. We do this by connecting ‘donors with do-ers’. All donations to the Fund for Wales will be invested into the endowment Fund, and each year grants will be made by our Trustees from the income earned on this investment. Click here to learn more about the value of Endowment Funds.
There will be hundreds of donors, of all varieties and from all over the world, who wish to support Welsh charities, projects and community groups by donating to The Fund for Wales.
We will keep you updated with news of our work, and of the Fund for Wales, on the Fund for Wales website throughout the year.
Cash, Shares & Assets, Legacies
A gift of cash
Thank you for considering making a gift of cash to the Community Foundation in Wales for us to distribute to good causes on your behalf.
For regular donations you can set up a bankers order and specify which Fund you would like to benefit.
Download the form here
If you are a UK taxpayer, we can claim back 28% on your donation. Simply download and complete our Gift Aid Form and send it in with your donation. For more information, click here to access the Inland Revenue’s guidance.
Cheques and CAF cheques can be sent to Julie Ashton-Davies, our Philanthropy & Business Manager at the Foundation’s office, and if you would like to discuss making a bank transfer, please do contact her on 02920 536 590.
Gifts of shares and assets
Giving shares to charity is a useful way of unlocking capital to support good causes.
Since April 2000, donations made in this way have been eligible for full personal income tax relief as well as exemption from capital gains. A gift of £1,000 listed shares could reduce a basic rate taxpayer's income tax bill by £220 and a higher rate payer's by £400. No capital gains tax is payable on gifts of shares to charity. Similar relief also applies to donations of land or buildings.
For more information about gift of shares visit the Gift of Shares section of the Inland Revenue website.
Who can use Share Giving?
Any UK taxpayer who holds listed shares, unit trusts or Open Ended Investment Companies can donate them and claim personal tax relief. Non UK taxpayers can also donate shares but are not eligible for tax relief.
How does it work?
Donors can claim income tax relief equal to the market value of the shares on the day the gift is made, plus any associated costs such as broker's fees.
For more information on donating shares, or to discuss donating other assets, please contact the Foundation’s Chief Executive on 02920 536590
Leave a Legacy
Leaving a gift in your Will is a way to make a difference to your community for generations to come. When you leave a gift in your Will, we ensure your gift supports the causes you care about most.
The Community Foundation welcomes gifts of all sizes:
Leave a gift in your Will of £25,000 or more to set up your own Endowment Fund. You choose the name of your Fund and causes you want to benefit (or you can leave these choices up to the discretion of the Foundation’s Trustees). The Community Foundation will ensure grants are awarded according to your wishes forever.
Donate to an existing Fund (any amount ) contribute to an area or theme which matches your interests
Donate to the Fund for Wales (any amount) everyone can be a philanthropist in Wales
Ways to leave a gift in your Will
A Residuary Legacy - is the remaining value of an estate when all other bequests have been made
A Pecuniary Legacy - is a fixed amount or item specified in a Will
A Reversionary Legacy - allows a surviving partner to benefit from the estate during his or her lifetime and then for the balance of the estate to be passed to the Community Foundation in Wales
An Estate percentage - specify a gift of a percentage of the value of your estate
Making a Will
Making a Will does not have to be expensive or complicated, and a solicitor will give you advice. If you would like help to think through your gift to the Community Foundation, please contact the Chief Executive, Liza Kellett on 02920 536590 or email [email protected]
Changing your Will to include the Community Foundation
If you already have a Will, the simplest way to make minor changes or additions is by making a Codicil. This is an instruction that is kept with your existing Will which your solicitor will help you draw up.
Please let us know
If you decide to leave a gift in your Will to the Community Foundation in Wales, we would be delighted to hear from you. We treat all information you give us in strict confidence, and would be happy to discuss your wishes and Fund options with you.