Set up a Charitable Fund


Setting up a charitable fund with the Community Foundation for Surrey is an excellent option if you have a passion to support a particular cause or area of Surrey or you would like to be actively engaged in your charitable giving but without the administrative burdens of establishing a charitable trust or foundation.

Whether you are an individual, family or business, we will work with you to create a fund, tailoring the criteria and priorities for the fund to ensure you achieve your charitable goals.

Your fund can either be a Flow-through fund, meaning donations to the fund are immediately available for awarding grants or an Endowment fund whereby a capital sum is invested with the resulting investment returns being made available for grant-giving in perpetuity – or a hybrid of the two.

What to expect

Setting up a charitable fund with us is easy:

  • Talk to us about what you want to achieve from your fund and to work out which type of fund is best for you
  • Choose a name for your fund
  • Sign our Fund Agreement which will set out the fund criteria

Transfer your funds to us, which will be identified separately in our accounts

Once your charitable fund is set up our expert team will recommend grant applications from local charities and community groups that meet your criteria up to four times a year. You will have the opportunity to visit the projects you have funded and build meaningful connections. You will also receive End of Grant reports so you can see the impact each grant has made.

Also, once you have set up a fund you will join our community of donors and fund holders. We hold regular gatherings so you can meet with other like-minded donors and you will receive regular updates from us on the wider developments across the Community Foundation.

 

Examples of Charitable Funds

Read about Nigel and Alison’s giving journey in our Philanthropy Brochure.

For further information about giving with us, please see our Case for support brochure.

If you’re interested in leaving a legacy to the Community Foundation for Surrey, further information can be found here.

Further information on Tax-Effective Giving can be found here.

Kaye Family Fund

Supporting groups in North and West Surrey with a focus on those helping people under 19 years old particularly projects which improve facilities and activities for young people’s leisure and recreation. READ MORE

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Orchid Environmental Trust Fund

Supporting groups, ideally small, volunteer-led, local groups throughout Surrey who are focused on either wildlife conservation, protecting the lives of animals, raising awareness of and access to wildlife and the environment or community environmental projects. READ MORE

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Cyrus Fund

Supporting grassroots organisations within Waverley and in particular, in Godalming and the surrounding area. The Fund is focused on supporting projects that allow groups to be able to do new things so the group can grow, develop or improve the services they offer to local people. READ MORE

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To find out more about setting up a Bespoke Fund, please contact our Director of Development, Claire Heath, by calling 01483 906383 or email at Claire@CFSurrey.org.uk