Professional Advisors
Investment options
There are three main ways in which your client can support their local communities through the Community Foundation for Surrey.
1. Establishing a Permanent Named Fund
We work with your client to establish the types of causes and geographical areas they wish to support and also clarify the degree of involvement they would like to have in the grant making process.
Money can be invested to create either a
- Permanent Endowment Fund - A permanent capital fund can be established with a minimum level of donation of £25,000. This is invested and the income generated is used year after year to make grants in accordance with the donor's wishes and interests. The value of the original sum donated, either as a one-off or over a number of years, is therefore protected for the benefit of communities forever.
Or an
- Immediate Impact Fund – With an initial investment of £10,000 or above your client can establish an Immediate Impact Fund where the total value of the donation is distributed as grants in accordance with the donor's wishes to meet the immediate needs in the community.
Alternatively we can create a combination of both funds which will meet the immediate needs of the community whilst still building a permanent resource for future needs.
For those investing £15,000 and above in a Permanent Fund before March 2011 we are able to match their donation £1 or £1 with the Government's Grassroots Grants Scheme. This financially compelling programme helps their money go a lot further. With gift aid the donation almost trebles. For example:
Donation £15,000
Add Gift Aid of 28% - £19,200
Match under Grassroots - £1 for £1
Total gift value - £38,400
2. Donating to the Surrey-wide Community Fund
Your client's donation is pooled with others to create a fund that can respond to high levels of need within the community. This money is given out in grants throughout the year, enabling many to benefit.
3. Donating through their Will
A legacy is the greatest opportunity most people have to make a really substantial gift to charity. Leaving a legacy to the Community Foundation for Surrey means that your client is able to give something back to their local community for the long-term benefit of future generations.