Key Points for your clients:
• The Foundation offers a flexible, quick and easy alternative to setting up a charitable trust
• A Fund can be set up in a one hour meeting
• Clients receive personalised donor services with a dedicated Fund Manager
• We award grants in the donor's name (anonymity respected)
• We target money to charitable groups by issue or geographic area, as decided by the client
• We provide a service of managing grant-making for existing charitable trusts
• Our services also include accepting the transfer of charitable assets to be either incorporated into our own funds or to maintain the existing charity under our trusteeship
• We can help your businesses deliver your Corporate Social Responsibilities
• We deal with all aspects of grants administration, Charity Commission reporting, programme management and investment management
Named fund
The most common method of giving to County Durham Community Foundation is through a Named Fund.
Revenue Fund
Miniumum donation: £10,000. The fund is spent up over an agreed period of time. The Foundation’s fee is generally 10% per annum. Read more about Revenue Funds
Endowment Fund
Minimum donation: £25,000 (though this can be built over a number of years via an Acorn Fund) The capital is invested and part of the income is then distributed for charitable purposes, whilst the other part is retained to allow the fund to grow. The Foundation’s fee is generally 1.25% per annum.
Read more about our fund holder services and how we would safeguard your clients’ money.
To discuss a particular client’s need or to find out more about how we can assist you or your firm in philanthropy advising please contact our Chief Executive Barbara Gubbins on 0191 378 6340 or email barbara@cdcf.org.uk.
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