Frequently Asked Questions - Donate
How can you help the causes your care about? Whether you're an individual wanting to become a philanthropist (and make a lasting impact by supporting issues that matter to you) or a group already fundraising, you can help decide where you want the donations to go.
Your Community First Fund can have your name on it, or if you have an existing fund with the Community Foundation donations can be added to it.
We take care of all the administration and can help you identify a cause that you really care about.
If you would like to take advantage of this tremendous opportunity please contact Jon Yates, Development Director. Tel: 01380 729284 email@example.com
The fees we charge our allow us to cover the cost of our grant-making operation and to manage and administer donors’ funds effectively and efficiently. Trustees may retain the following from donations to the Fund and use it as a contribution towards the operating costs:
- Unrestricted/Geographic Funds - 3% of the capital on receipt and thereafter no more than 1% of the market value of the Fund per annum
- Restricted/Donor Advised Funds – between 3% and 5% of the capital on receipt depending on the nature of the arrangement and thereafter no more than 1.25% of the market value of the Fund per annum
- Flow-through funds - 10% of the value of the fund
We invest our endowed funds together with our fund managers to gain the maximum investment returns. We have negotiated very competitive investment management fees from our fund managers due to our endowment size. This is a considerable benefit for our donors as they benefit from our overall size rather than paying a premium for a smaller investment portfolio. Our investment objective is to maximise the “total return” on our funds over the medium and long term, without taking undue risk. The aim is to maintain the capital value of the fund, allowing for inflation, and to generate a return, whether from “surplus” capital gains, dividends or interest for core costs and grants programmes. Our investments are overseen by the Board of Trustees.
A Foundation Fund requires a commitment to donate at least £500 per annum to build up to a Fund of at least £5,000.
Donors can pay monthly, quarterly or annually. A Named Fund requires a commitment to build a fund of at least £20,000.
You can amend your Fund Agreement at any time to include new or alter the types of community groups you want to support.