Named Funds

 

We have over 10 years experience in setting up donor advised (named) funds for local people, families and companies across the county. We currently manage almost 30 Named Funds each of which has its own funding criteria and cause. Click here to view the Named Funds we currently manage.

By setting up a fund with us in your family or company name, you can choose to give across a broad range of causes or you can direct your giving to a specific cause, issue or geographical area that you wish to support.

 

Corporate Giving - Donor Advised Funds
Whether you have an established CSR plan or you are new to the field we can offer you a simple, flexible and effective way to give back locally. Many companies work with us in order to reach smaller charities and community groups in the county, ones that are otherwise hard to identify. Our Donor Advised Funds start at £10,000 and allow companies to create a bespoke community programme which matches your interests with the needs of the community.

 

Whether you're an individual or a company, you can decide whether you want to focus your investment on the communities of today or on those in the future so there are two ways to direct your donation:

Endowed Funds:
We invest the capital to build an endowment to ensure future grant-making. Depending on the size of your investment, grants are made each year on your behalf from the interest accrued on the capital. Endowed funds ensure a lasting legacy is built in your family or company name.

 

Flow Through Funds: As soon as your fund is established, grants are made in your Fund Name supporting current projects across our communities.

Whichever option you prefer, we are utterly flexible and pride ourselves on setting up bespoke funds that perfectly suit our donors’ wishes.