Resources for Donors & Partners
We want to make working with us - or donating to one of our Funds - as straightforward as possible. That’s why we’ve brought together a selection of frequently asked questions and easy-to-follow video guides to support you.
Whether you’re thinking about making a gift, setting up a fund, advising a client, or simply looking for guidance, you’ll find helpful resources here.
Frequently Asked Questions
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Please get in touch for an initial chat with one of our Fund Development Managers.
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Absolutely! This can support our work across Surrey or any specific fund of your choice.
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We are part of a network of 47 Community Foundations in the UK and you can give to Surrey alongside other UKCFs who support organisations in other counties. Unfortunately if you want to only give outside of Surrey then we are unable to help.
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We can advise on the best way to do this, but at CFSurrey we are not the choice for giving overseas.
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We can work with you to ensure your funds are used in the way you would like.
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Yes! If you are a UK tax payer we are able to claim Gift Aid, meaning your donation is boosted by 25%.
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Absolutely, please chat to us about your area of preference.
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Thank you for considering a donation. Donations can be made through our giving platform - Enthuse - where you can donate to CFSurrey or one of our particular funds. We welcome one-off or regular donations of any size.
If you are considering setting up your own fund or making a large contribution please do get in touch.
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Yes, we have many funds who have family giving/members at the heart of what they do, please get in touch to find out more about giving as a family and our Family Foundation network, a supportive network of likeminded fundholders.
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No you don’t, this can be the most effective way to give but it is not the only way, we have many options of ways we can work together.
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Yes we accept shares and items as gifts, we can help you with this process. Please contact us at giving@cfsurrey.org.uk.
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Yes you can we have a Legacy and In Memory specialist who can advise you on the best ways to do this. Contact us at giving@cfsurrey.org.uk.
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Any donations we receive from you, whether a one-off or set up as a fund, are a gift to CFSurrey, and therefore cannot be returned.
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Yes, please see our literature section for downloadable guides
Video Guides
Due Diligence for Family Foundation Partners
This session provides Family Foundation Partners with an overview of the key risks trustees must manage to ensure funds are used safely, legally, and in line with each foundation’s purpose. It highlights how proportionate due‑diligence checks build confidence across governance, safeguarding, finance, and reputational risk. Real examples show how these processes work in practice and how supportive guidance can strengthen organisations.
Deed of Variation for Professional Advisors
Discover how a deed of variation can create a lasting impact by redirecting a portion of an inheritance to charity after a loved one’s passing. By donating over 10% of the chargeable estate to charity, the estate may qualify for a reduced inheritance tax rate of 36% instead of 40%. This thoughtful decision can benefit society while ensuring beneficiaries still receive almost the same as they would without the donation. Learn how you can make a difference for future generations.
Poverty in Surrey Webinar
This webinar from 2026 outlines the current landscape of poverty across Surrey and Elmbridge, including up‑to‑date statistics on child poverty rates and local trends. It highlights the real experiences of families affected by poverty and the growing pressures caused by high living costs, housing challenges, and in‑work financial hardship. The webinar is delivered in partnership with local organisations, Good Company and Walton Charity.
For our downloadable guides, please visit Our Literature page
Who to talk to
Zoe Coltart
(She/Her)
Fund Development Manager
01483 958307
zoe@cfsurrey.org.uk
Monday - Thursday
Amy Lee
(She/Her)
Fund Development Manager
01483 906383
amy@cfsurrey.org.uk
Monday - Wednesday
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