GIVING – WHY CHOOSE US?

LOCALITY

We understand the immediate issues of the county. We help make sure donations go where they’re needed most.

ACCOUNTABLE

Governed by an active board of trustees who really know Herefordshire. Grant-making by an experienced and impartial staff. Only legitimate fund requests, properly assessed. Accredited by the UK Community Foundations Network.

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FLEXIBLE

Major donors can have as much or as little involvement in the grant-making process as they choose. They can specify the causes they want to support and vary the degree of help.

KNOWLEDGE

We work with donors and their professional advisers (like solicitors, accountants) to make sure their gifts are both tax and cost-effective. We accept and invest a wide range of assets, properly safe-guarded for the future.

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QUICK

We respond to new challenges and social concerns as they arise. Response time is hours, not days! We allocate funds in response to specific requests, and can set up, say a substantial named fund in just one meeting.

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CONVENIENT

Donors can, if they wish, channel all of their charitable giving through us. We can deal quickly and effectively with requests for funding on behalf of donors.

GIVING – WHY WORK WITH US?

Since 2002, we’ve helped community-minded people reach their philanthropic goals.

Searching for the causes you wish to champion? Or you know precisely where and how you wish to give? We can help.

Love Herefordshire and want to make the biggest charitable impact, in the most efficient way?

Then here’s five reasons why we’re your ideal partner…

ONE. You join a community of givers. When you open your fund at the HCF, you join a committed community of individuals, families and companies. All making a local impact through collaboration, leadership and proper use of resources.

TWO. You can count on us to be creative, flexible, efficient. Maximize your giving with our charitable solutions to support your unique vision and goals. We can help you make the most of appreciated assets and earnings.

THREE. You gain access to local philanthropic specialists. We can give you unique experiences and the chance to learn about current needs across Herefordshire.

FOUR. You gain access to investment experts. We support your charitable investment strategy. Whether your focus is for now or the long-term, we ensure your giving goes further in our community.

FIVE. Your charitable pounds directly invest in Herefordshire. With our help, you can make possible wonderful one-off problem-solving collaborations. Real local impact investment.

WHAT ARE COMMUNITY FOUNDATIONS?

Community Foundations are a vehicle for charitable giving. They work with individuals, families and companies to design bespoke grant making strategies that target particular issues or focus on particular geographical areas.

UK Community Foundations (UKCF) is the umbrella organisation supporting 48 Foundations working in the UK. In the House of Lords in 2015, UKCF President Baroness Prashar highlighted Community Foundations as the voluntary sector’s “best kept secret”, not generally recognised by the public.

However the network’s collective endowment is worth £500 million and it has awarded over £65 million in grants. That makes it the fourth largest grant maker in the UK. A secret that’s making a big difference!

You can download the UKCF Charter.

SAILING ADVENTURES WITH THE ISLAND TRUST CHARITY SUPPORTED BY HEREFORDSHIRE COMMUNITY FOUNDATION

GIVING – WAYS TO GIVE

We welcome donations of any size to support our work in Herefordshire.
Whether you are an individual, family or charitable trust, or a business, there are many ways that you can give to make a difference to our community.
Donors may choose one of our five specific causes, or leave the choice to us. Plus we have a disaster relief fund ready to run, whenever it might be needed.

YOUR OWN CUSTOM FUND

We can help substantial donors establish their own named fund to support their favoured causes.

EDUCATION

Herefordshire Education CF Fund

For people who may be struggling to fund travel costs, course fees or course materials.

SPORT

Herefordshire Sport Fund

Your donation might help a local club buy equipment for their youth team. Or something else?

DISABILITY

Herefordshire Care Fund

Helping groups and individuals to overcome obstacles and challenges in their lives.

SURVIVING WINTER

Surviving Winter Fund

Help people with fuel bills. You could donate the Pensioner’s Winter Fuel Allowance to assist the less well-off.

ARTS, CRAFTS, CULTURAL

Herefordshire Art Fund

Monies raised could help young people stage a play, or a music group concert.

DISASTER RELIEF

If a major disaster hits Herefordshire, HCF is the designated fund manager for all public donations to help. You'll be able to donate as soon as the need arises. And we thank you in advance.

GIVING – MANAGING A GRANT SCHEME FOR YOU

Herefordshire Community Foundation has the expertise to help with all aspects of setting up a Named Fund for grant-making. Our staff will manage the administration of grant applications on your behalf, and keep a check on those funded to make sure your money is spent appropriately.

You may like to use one of our dedicated expert grants panels, or we can host panel meetings chosen by the fund-holder. Scroll down for more.

If you have a specific cause you would like to discuss, one of our team would be happy to discuss your requirements. Please contact our Director, Jayne Porchester, for an initial discussion, 01432 272550, mail@herefordshirecf.org.

INDIVIDUALS AND FAMILIES

Setting up a Named Fund works like your own charitable trust but we handle the investment, and all the compliance and governance. This leaves you free to focus on building your fund and helping us decide which applications should receive a grant. For endowment funds, we normally suggest a minimum target of £25000.

  • Your way of supporting for ever, the causes you care about.
  • Built up over future generations of your family.
  • In memory of someone important to you.

For more information please contact us.

TRUSTS AND FOUNDATIONS

Many charitable trusts can become dormant because they have difficulty in identifying beneficiaries, or because the trustees and founders find the administration and responsibility of running a charity becomes too onerous. A dormant trust’s assets can be released to Herefordshire Community Foundation, and the funds used to support the needs in our local communities. This service is endorsed in this Charity Commission article. We can also work with established or new trusts and foundations that would like to outsource part or all of their grant-making.

To find out more about how we can help you manage your charitable trust, please contact us.

EXAMPLE - COMING TOGETHER

mmchurchThe parish of Much Marcle in south Herefordshire had an ancient charity, believed to date back to the time of the English Civil War, which was originally established by wealthy parishioners to help local people in need or hardship.

In recent years, the Charity had become under-used, struggling to make enough grants, or find trustees to run it. Herefordshire Community Foundation was described as being “the answer to their prayers”, when trustees realised they could transfer the burdens of fund management and grant-making to us.

The Charity and Herefordshire Community Foundation Director Dave Barclay, worked together over an 18-month period to transfer assets to a new fund in the Community Foundation, the Much Marcle United Fund. This fund will continue to support organisations and community groups that benefit the wider community in the ancient parish of Much Marcle, and can also help individuals in the Parish who may require financial assistance for education or welfare need.

CORPORATE GIVING

Herefordshire Community Foundation offers an alternative approach to corporate giving, and practical advice about the options for companies to channel their charitable funds. You can retain control and staff involvement with fund-raising and grant-making, yet reduce the administrative aspect of giving.

Our Good Giving Guide is essential reading for any organisation that is reviewing its charitable giving or corporate social responsibility programme and for those who want to do more. To get a copy of the guide, or find out more about how we can help you manage your corporate charitable trust, please contact us.

PROFESSIONAL AND FINANCIAL ADVISERS

Establishing charitable giving through Herefordshire Community Foundation is ideal for banks, financial advisors, solicitors and accountants whose clients wish to give to charity, especially if the advisors are reluctant, for reasons of impartiality, to recommend specific charities. We can support a wide variety of local community activities that you can recommend with a clear professional conscience.

Because we handle the administration associated with donations, the cost and the burden of administering a fund do not fall on your client in the same way as if they were to set up a charitable trust.

Community foundation staff deal with grant applications, carry out due diligence on the chosen charities, prepare a portfolio of funding options and measure the impact of funding.

Your clients can give to excellent causes, all of which have been assessed for their value to the community, through a variety of different funding structures.

In addition, as Herefordshire Community Foundation invests in many funds at one time, we often benefit from preferential rates and greater returns. This makes it easier for solicitors and other fund managers to recommend the Foundation, especially when the welfare of the fund is the primary concern.

For more information please contact us.

A HEREFORDSHIRE BOY LEARNS SOME ROPE SKILLS WITH THE ISLAND TRUST

GIVING – STORIES

As trustees of the Joanies Trust we found ourselves inundated with applications. These were from organisations nationwide working with young people, and even though we are particularly interested in projects that lead to employment, accreditation, further education, training and integration, we still felt that more work was required to target specific groups.

By allowing the trust to become part of the Herefordshire Community Foundation’s portfolio (as the Joanies Fund) we not only improved its administrative effectiveness but also its reach, while remaining an integral part of the decision-making as members of the panel.

Grant making is a much calmer process now, and thus a more considered one.

The Joanies Trust

The Becket Bulmer Trust was established by my mother and Uncle Bertram. It is in memory of my late father, who was sadly killed during World War Two. My father had a deep love of Herefordshire and the people who lived in the county and the objects of the fund were to support arts activities of all kinds, the education of young people, the support of disabled people and the improvement of the environment.

For many years the trust was administered by the family although meetings were not easy to arrange owing to family life and work commitments.

We first became aware of Herefordshire Community Foundation (HCF) in 2002 when Richard Bulmer became one of the founding trustees and we watched the work they were doing with grant programmes with interest. We always looked to deliver the best possible outcomes with the Becket Bulmer Trust – my father would have expected no less! – and in 2007 we asked that HCF take over the management of the Becket Bulmer grants although the trust remained independent with the family trustees being responsible to the Charity Commission.

For two years HCF did the administration involving getting in sufficient applications, assessing them, making recommendations and presenting them to the Becket Bulmer trustees to an agreed schedule, monitoring approved grants and ensuring there was feedback and End of Grant reports.

At the end of the two years we Becket Bulmer trustees were very happy with the service delivered by HCF and decided to close the Becket Bulmer Trust and hand over the whole management to Herefordshire Community Foundation with Bulmer family members remaining involved through the grants panel.

The Becket Bulmer Fund

THE ISLAND TRUST GIVES DISADVANTAGED YOUNGSTERS A TASTE FOR THE SEA

CONTACT US

Herefordshire Community Foundation,
The Fred Bulmer Centre,
Wall Street, Hereford HR4 9HP
Registered Charity No. 1094935
Registered in England and Wales No. 4468139

t: 01432 272550

mail@herefordshirecf.org

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