Charitable Investment Funds

Many charities and small organisations hold savings in their charitable reserves and, with inflation rising rapidly, charities need to invest these savings to help safeguard their future.

Here at Community Foundation Wales, we can help you protect your reserves by setting up a Charitable Investment Fund.

Safeguard the future of your charity

Charities who open one of these funds with Community Foundation Wales will benefit from our expertise in charitable financial investment and risk management.

Our Charitable Investment Funds have had an average annual growth of 9% over the last five years and are invested in an ethical manner.

Our board approved investment strategy is reviewed every three years to ensure that our investment goals align with our aims as a charitable organisation.

We work with two investment managers to achieve our goals, Brewin Dolphin and CCLA. Their performance is scrutinised quarterly by our Finance, Risk and Investment Committee.

We will report back to you on a regular basis to keep you informed of your fund’s performance and returns.

Opening a Charitable Investment Fund with Community Foundation Wales will not only give you the peace of mind of knowing that your charity is safeguarding its future, but you will also be investing in Welsh communities ; helping us to become stronger and better able to support those that are most in need.

Don't just take our word for it!

Dr Gwenllian Lansdown Davies explains why Mudiad Meithrin chose to open a Charitable Investment Fund with Community Foundation Wales:

Contact us

If you feel this would be a useful option for your charity, please get in touch