What are they

A Field of Interest, Geographic or Themed Fund serves those who know what specific, broad purpose, geographic or issue area they wish to support, but who do not wish to be involved in the specifics of grant-making. This may be an issue such as health, children and youth, arts or the environment, or a specific part of the geographical area covered by the community foundation. A foundation may set up a themed fund such as a women's fund to which many donors, large and small, contribute.

Highlights

• The client pools their funds with others.
• Community foundations can accept several different assets as gifts to the fund, including cash, securities, property and legacy gifts. Read more ...
• A client can give short term (flowthrough) or to endowment of the fund.
• Fees vary within the network. Read more ...
• Clients receive final reporting for all grants made from the fund.
• The foundation handles all administrative responsibilities for the fund. It ensures gifts are tax efficient.

Giving to Themed or Geographic Fund is easy

Community foundations have simple fund agreements that can be customised to fit your client s needs. Giving to a fund requires:

• a meeting with the foundation to discuss the client's needs, interests, and how they wish the fund to operate. Professional advisers are welcomed and encouraged to participate in these meetings with the donor's consent;
• completion of a simple fund agreement; and
• a finalised transaction of the gift to the foundation.
  Then the client embarks on a philanthropic journey with the foundation to develop and fulfil their giving expectations.

See a geographic fund

See a themed fund

For more information about how CFN and its members can partner with you to serve your clients, please contact Clare Brooks, Director of Philanthropy or phone +44 20 7713 9326.