Funds and fees explained

Endowment Funds

Donations to set up or increase funds within the endowment are held as assets, with the revenue they accrue used to support grant-making and operations. Our standard approach is to draw down 6% of an endowment fund’s market value each year. The majority is used to support your giving. Our fee is 1.35%, which covers investment management and philanthropy services from our expert team. When a Fund’s market value is greater than £250,000, our fee is reduced to 1.1%.

For more information on how we invest and manage assets click here.

Acorn Funds

We withdraw 1.35% from the Fund’s value each year as it grows; once mature, the standard endowment fund fee applies.

Flow-through Funds

Our standard fee is 10% from annual gifts, so 90% of the donation then supports your giving.

We are always happy to consider providing bespoke services around charitable giving for which we negotiate a fee to reflect the costs of the work.

All donations to the Community Foundation to establish or grow funds or support our work generally are covered by our Gift Acceptance Policy.