Choose the fund that's right for you

Whether you’re looking to make an immediate difference, build a lasting legacy or involve your family or business in your philanthropy, we’ll help you create a fund that’s shaped around your priorities. 

Create a Fund

 Invested Fund

Set up an Invested Fund if you'd like to create a lasting source of funding for the communities and causes you care about. Your gift is safely invested with us, allowing your fund to grow while you continue to support grassroots communities year after year.

Create a Fund

Annual Fund

Set up an Annual Fund if you'd like your donation to be distributed in full through grants. We'll work with you to direct your funding towards the places and priorities that matter most to you.  If you'd like to combine the benefits of an Invested Fund and a Standard Fund, we'd be happy to talk through the options with you.

Create a Fund

Agency Fund

Set up an Agency Fund if you’re a charity or community organisation with financial reserves. Your reserves are invested through Community Foundation Wales to help them grow over time. Unlike our other fund options, this is designed to help organisations grow their reserves through our investment expertise, rather than being used for grant-making. 

Create a Fund

Charitable Trust

Transfer a Charitable Trust. If you already manage a charitable trust, we can help you continue its legacy. Whether your trust is dormant, ready for a new chapter or simply looking for a different way to give, we'll help you explore the options available. 

Create a Fund

Fund for Wales

Fund for Wales allows you to join others and put your philanthropy behind charities and organisations with the local knowledge, ideas and ambition to create meaningful impact.

Create a Fund

The benefits of creating a fund

Our funds can often provide the flexibility of a charitable trust without the responsibility of establishing and managing one yourself. 

Download our comparison guide below to explore the differences and decide which approach is right for you.

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Resources

Explore our collection of guides, reports, events and other resources to help you learn more about philanthropy in Wales and stay connected with Community Foundation Wales.

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Create a Fund

Make your giving go further

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Your generosity can go even further through tax-efficient giving. We'll guide you through options such as Gift Aid, gifts in wills and giving through your business, helping you make the most of every gift.

£ will be reclaimed by the charity through gift aid

£ could be claimed back by you from HMRC

£ is the total donation received by Community Foundation Wales

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£ could be claimed back by you from HMRC

£ is the total donation received by Community Foundation Wales

£ is the total cost of your donation

£ is the total donation received by Community Foundation Wales

Donate now

Every act of philanthropy begins with a conversation

Whether you're ready to create a fund or simply exploring your options, we're here to help. Together, we'll find the approach that's right for you and the communities you want to support.

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