Personal Funds

Channel your giving through a bespoke fund where you choose the name, themes, criteria and geographical areas you wish to support

We work with individuals, families, business and trusts who want to give something back to their local communities to support the charities and voluntary groups, providing vital services for local people and disadvantaged individuals.

Giving with the Community Foundation for Surrey is designed to be as simple as possible. Donors benefit from the Community Foundation’s due diligence, and knowledge of local needs.

We give donors a chance to connect with their local area and directly benefit causes based on their passions and interests; whether that be supporting older people, those with disabilities, helping young people with education and training or local sporting projects.

You can create a bespoke fund, and be as involved in the giving process as you wish. We can arrange for you to visit the projects you support and keep you updated with their progress through monitoring reports, or you can simply establish your giving criteria and leave us to do all the work on your behalf.

Establishing a Fund within the Community Foundation vs establishing an independent charitable trust

There are many benefits of establishing a fund within the Community Foundation vs establishing your own Charitable Trust, including;

  • Benefit from our established connections to local community and voluntary groups, media outlets, stakeholders and civic dignitaries
  • Our experienced grants team and Grants Policy Group streamline the giving process and manage all due diligence checks to help inform your decisions and make the giving process as fun as possible
  • Potential to increase the impact of grants awarded by co-funding with other funds held within the Community Foundation
  • The Foundation manages all the legal and financial requirements with the Charity Commission and Companies House including payment of grant cheques, providing quarterly and annual Fund statements and the annual audit for the annual report and accounts

Explore some examples of our Personal Funds