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PROFESSIONAL ADVISORS

The Community Foundation in Wales is a unique charity which promotes and manages philanthropy.  Our role is to strengthen communities in Wales by awarding grants to projects that make a sustainable impact on local needs, and to help our donors make the most of their charitable giving.  

 

Often, the first step taken by people who want their giving to make a difference is to seek professional advice about the options available to them, so it is important for us at the Foundation to make sure that advisers to businesses, families and individuals are familiar with our services.


What can we offer your private clients?

 

Why talk to us?

 

The core product we offer clients is a Named Fund: a personal fund with a name of their choosing.   There are two kinds of Named Fund available to your clients:

 

An Immediate Impact Fund

Where the donation is spent straight away – normally within one year – and which can be supplemented annually thereafter.  The minimum gift is £25,000 and the Foundation’s management fee is 10% of the donation.  


An Endowment Fund

Where the gift, also a minimum £25,000, establishes a long-term capital base whose income is distributed for charitable purposes.  In this case the Foundation’s annual fee is 1.25% of the capital sum.