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Urgent appeal: A home for all

Making a difference to your local community through charitable giving should be an enjoyable and rewarding experience.

With specialist knowledge of the needs across the Duchy, we offer unique support and value, helping you to make a lasting difference. How we can help:

  • Set up a named fund, or transfer an existing fund / trust.
  • Create a fund tailored to the causes that matter to you most.
  • Know you’re making a difference and your fund has maximum impact.
  • Get to know your beneficiaries and the communities you are supporting.
  • All administration, due diligence and obligations are taken care of.
  • Tax efficient giving advice can be provided.
How it works
Types of fund available
Speak to an advisor

“CCF took any possible trepidation and stress out of this process and allowed us to experience all the positives of giving. It has been so rewarding to be part of the grant awarding process and see first-hand the difference this fund is making to social enterprises across Cornwall. We are so excited to continue working with CCF and see where this fund takes us.”

Peter Harrison - The Harrison Family - Cornwall’s Social Enterprise Fund

Feel confident that you will make a difference

Below are the four key reasons fundholders choose Cornwall Community Foundation to manage their funds.

  • Expert support from community fund management specialists with 20 years of experience.
  • Help you establish meaningful relationships with the causes that matter most to you.
  • Comprehensive reporting ensures you know where your money has been spent and how it has made a difference.
  • Meticulous due diligence means you can rest assured your donations are going to credible, fully vetted charitable organisations.
Speak to an advisor

“One of my absolute proudest associations and something that I am evangelical about is the Cornwall Community Foundation. It was a cause that my father shared with me many years ago and I have seen first hand the wonders that it can do at a grassroots level.”

Sam Galsworthy - The Trewithen Fund

How it works:
Setting up a named fund

Cornwall Community Foundation will work with you (and your staff team if desired) to establish the criteria of your fund, whether that’s specific causes or locations you wish to support. We can use our extensive experience and networks to advise where your money can have the most impact.

If there are specific projects you would like to support we can facilitate those donations. If not you can tell us the causes which matter to you and your business and we will work with you to set the fund criteria.

We have 21 years of experience distributing grants across the Duchy so we understand the need and where your grants can have the most impact. We will report back on your fund impact annually and work with you each year to continue to ensure the fund is meeting the needs of the community and the philanthropic aims of your business.

Funds options:
The two types available

A named fund with Cornwall Community Foundation can be set up in two ways, depending on the amount you gift and your preferences.

Immediate Impact Fund (£20k+)

This can be set up as a one-off fund or as an ongoing fund that is topped up regularly, usually annually. This is ideal if a long- term endowment is unsuitable, as it enables fundholders to put their money to work straightaway.

An immediate impact fund is distributed in full over a set period of time.

Immediate impact fund criteria:

  • £20,000 minimum gift is required to set up a named, donor-advised fund with bespoke grant-making.
  • Gifts of under £20,000 can be made to any of our established funds.

Endowment Fund (£100k+)

An endowment fund involves a single donation or multiple donations over a period of time. The capital is invested and the income earned is awarded in grants. This is ideal for people who want to provide a lasting legacy for their local community and perhaps leave a legacy of giving with the next generation of their own family.

Endowment fund criteria:

  • £100,000 minimum gift is required to set up a named, donor-advised fund with bespoke grant-making.
  • Gifts of less than £100,000 can be made to our general endowment fund or any other named fund.

Get donation advice

We can guide you though all of the giving options to find what works best for you. For information and advice contact Amy our Philanthropy Director.

Amy Buzza-Blackwell

Philanthropy Director

01566 779333 Ext 201

Fundholder spotlight:
The Cornwall Glass Fund

The Cornwall Glass Fund was set up in 2009 by Business Club members Cornwall Group Ltd. It was the company’s long term ambition to be able to set up a fund, to contribute to and support its surrounding community. Since its inception the fund has invested more than £60,000 to 65 community projects across Cornwall and the Isles of Scilly.

Read case study
Other fundholders

Download:
Our fundholder brochure

Read personal stories from our fundholders, and learn more about the benefits and process of setting up a named fund in our brochure.

Click the button below to download the PDF (1.3mb).

Download brochure

Fundholder questions, answered

When you set up a named fund you can choose to make one or more of the following recommendations as to how you’d like your fund to be used.

You can:

  • determine the purposes of the fund and allow CCF the discretion to make grants in line with local needs
  • determine the purposes of the fund and recommend grant recipients from shortlists prepared by our team
  • recommend one or more registered charities to be annual beneficiaries of grants
  • recommend the fund be used to support CCF activities at our discretion
  • Fees: 10-15% grant-making fee on successful grant awards and (if relevant) 1.25% annual endowment management fee.

Fundholders can be involved as little or as much as they wish in the grant-making process.

Some fundholders tell us that getting to know the charities they are supporting is one of the most rewarding aspects of giving. Other fundholders prefer to remain in the background.

How much you get involved is entirely up to you.

Fees: 10-15% grant-making fee on successful grant awards and (if relevant) 1.25% annual endowment management fee.

If you’re not ready to set up your own fund you can begin with a donation to an existing fund. For example our Community Fund supports a diverse range of inspirational community projects across Cornwall and the Isles of Scilly. All the projects supported by the fund are providing transformational support for vulnerable people in their communities.

We seek to build our endowment and ensure that the fund holders’ donations entrusted to us generate a growing income that can be distributed as grants.

In doing so we select specialist charity or similar funds managed by professional fund managers. We expect the managers to use ‘responsible’ criteria when selecting stocks and engaging with the management of companies that they invest in, ensuring that they uphold suitable standards on behalf of all their investors. In selecting and reviewing investment managers, we ensure adherence to these criteria as being non-negotiable. In particular we require that they pursue Net Zero 2050 climate change policies and UN Sustainable Development Goals at all times.

At present, we believe that this stance is not consistent with investment in companies whose principal business is the extraction of fossil fuels; as a result our Endowment funds have no holdings in this sector. Other funds are available that have other criteria and should a fund holder wish to use such a vehicle, we would be happy to invest their donations in a way that meets their own definition of responsible investing.

Setting up a fund can seem daunting so we’d love to talk you through it but hopefully some of your initial questions are answered in our Guide to Tax Efficient Giving.

Where next?