Agency Funds

If your charity invests charitable funds, do you have the right governance skills in place to ensure you are getting the best returns?
At times, charities’ boards can include trustees who hold a passion for a particular cause, but then find themselves short of specialist skills for certain areas of their work, such as the management of charitable investments.

As an independent charitable foundation, Community Foundation Wales can help.

We have specialist governance skills in the area of charitable financial investment, risk management and ensuring returns for grant-making. 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 delegate the delivery of the strategy to three investment managers: Rathbones, M&G and CCLA. Their performance is scrutinised quarterly by our Finance, Risk and Investment Committee.

We are able to offer an Agency Fund option, where we can work in partnership with your charity to offer our governance skills in helping you to manage your investment funds. You benefit from our financial and investment expertise and knowledge and can leave it to our expert staff and trustees to liaise with investment managers. We will then report back to you on a regular basis to keep you informed of performance and returns.

As well as the peace of mind of knowing that your charity is benefiting from our expert skills, risk management and knowledge, you will be sound in the knowledge that you are contributing to strengthening a charitable foundation that is supporting community groups in Wales.
If you feel this would be a useful option for your charity, we are happy to discuss this in more detail with you.

Get in touch!

You can call Katy Hales, Manager, Donor Advised Giving on 02920 379 580 or fill in the form below: