Setting up a fund
Minimum donation of £15,000
This is a permanent, capital fund set up with a minimum pledge of £15,000, which can be made as a one-off gift or built-up over several years. The capital is invested and the income used to make grants year after year.
The very nature of endowment means this type of fund will go on helping your local community in perpetuity. It's like having your own charitable trust, but we undertake all the investment and administration - yet you still choose which causes you wish to support.
Minimum donation of £10,000.
If you want to see your charitable giving being put to immediate use in the community and are able to give £10,000 or more per annum, then a Named Revenue Fund is the best option for you. Your donation will be used to address priority needs with you choosing which causes you wish to support..
Flexible and tailored giving
- You set the criteria
Grants you make can be based on, among others, cause, age of beneficiary, geographic area.
- We do the research and present you with a range of projects
You can be involved as much or as little as you want. If you prefer, you could leave it up to us to allocate grants to a range of causes across the West of England at our discretion.
- Different types of donations
You may make a gift of money or an item of value such as shares, property or other investments to set up a fund, or leave a gift in your will.
- At your discretion
You can request that grants are paid out in the name of your fund, or anonymously. We can organise publicity about your fund if desired.
To discuss the options open to you, please contact email@example.com or phone 0117 989 7700.