Create a fund
Help clients create a charitable fund that reflects the causes and communities they care about.
Find out more
Every client is different. Some want to support the community where they live, others want to create a lasting legacy, while some are looking for the most effective and tax-efficient way to give.
Working alongside solicitors, accountants, financial advisers and wealth managers, we help clients explore their charitable giving options with confidence. Through our knowledge of communities across Wales and expertise in philanthropy, we’ll help you find the right approach for each client, providing tailored solutions that complement the advice you already provide.
Whether your client is looking to create a charitable fund, leave a gift in their will, support communities through their business or transfer an existing charitable trust, we’ll help them find the right approach for them.
How we can help
Leave a gift in their Will
Support clients who want to create a lasting legacy for future generations.
Find out more
Give through their business
Work with business owners to deliver meaningful community investment across Wales.
Find out more
Transfer a charitable trust
Help clients simplify the management of an existing charitable trust while protecting its purpose.
Unclaimed estates
Where someone dies without a will or known next of kin, we can help ensure charitable gifts from their estate are distributed thoughtfully and responsibly, supporting communities across Wales.
Why advisers choose Community Foundation Wales
Local knowledge
Our expert team has extensive knowledge of communities across Wales, helping clients direct their giving where it can have the greatest impact.
Bespoke solutions
Every client is unique. We'll work alongside you to create a giving approach that reflects their values, priorities and charitable ambitions.
Simple administration
We manage fund administration, due diligence, grant-making, reporting and regulatory requirements, making philanthropy straightforward.
Spotlight Network
Our Spotlight Network brings together women working across Wales’ legal, financial and professional services sectors to connect, share ideas and build meaningful relationships. Through regular networking events and inspiring speakers, Spotlight creates opportunities to learn from others while strengthening connections across the professional community.
Read MoreTax-efficient giving
£
As a registered charity, we help clients make the most of the tax-efficient opportunities available through charitable giving, ensuring the right approach for their circumstances.
£ 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
£ is the total cost of your donation
£ 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
Testimonials
Read our interview with Catrin Wigley, Partner in the Estate Planning Team at Hugh James, as she shares expert insights into wills, estate planning and leaving a charitable gift.
Leave a legacy that lastsClaire Johnson, Geldards Law Firm
“For those individuals who would like to make philanthropy part of their plans, they are often unsure about when, how best and what to do to make that happen in a way which suits and fulfils them. It’s great that we are able to signpost them to the advice and support which Community Foundation Wales can provide as dedicated philanthropy advisors.”
Let's start a conversation
Whether you'd like to discuss a client, explore a charitable giving opportunity or learn more about working with Community Foundation Wales, we'd be delighted to hear from you.