the Community Foundation for the people of Kirklees.
One Community is a neutral giving platform for Kirklees businesses and individuals, linking those who want to give with local needs, charities and groups.
As a donor you can set up and name you own charitable endowment fund and decide where the giving goes; or you can tell us what or where you wish to help. Alternatively, we can introduce you to causes and solutions, local charities and projects where you donation can make a real difference. You can be as hands off, or involved as much as you like in the process.
Set-up your own endowment fund - quick summary
Establishing a fund is a simple, cost effective and tailored way of making a difference to an area that interests you, or your company. You can help support voluntary activity across Kirklees by establishing your own charitable fund with us. That's what our major donors have done. Contact us to discuss your options with a Trustee. Unitl 31st March 2015, your donation could qualify under the Government's Community First Programme, for 50% match funding, as well as Gift Aid.
You may be looking to give across a broad range of issues, or perhaps there is something that really interests you - the urban environment, education and employment, mental health or the arts. You may have thought about setting up your own charitable trust but are concerned about the legal and administrative burdens. Or with a smaller amount to invest you might want to ensure that your giving is as effective as possible. Either way, an endowment fund is a flexible model through which you:
Set the strategy and remit of your Fund from the outset and monitor it through its lifetime.
Choose projects to support.
Outsource the administrative burden of the grant making.
Benefit from the expertise and reach of One Community, with dedicated staff as your contact.
You can build an endowment to provide a sustainable source of funding long into the future.
You can set up an endowment fund with One Community from £25,000. We meet with you initially to discuss the focus of the fund, the kind of impact you want to make and practicalities such as the name of your Fund, whether you want anonymity, and how involved you and / or your family would like to be. We will design a grant making programme that is tailored to your requirements, and we use our extensive knowledge of Kirklees to help shape the strategy and make recommendations on direction. Once your Fund is set up, we take care of all the financial management, administration and due diligence:
Gift aid – Claiming gift aid and adding to your Fund.
Financial management – Utilising the expertise of local wealth manager (Robertson Baxter Ltd) to manage endowment investments, and advise the Trustees on an appropriate financial strategy for the Foundation.
Promoting availability – Finding projects for you to support.
Handling enquiries – on your behalf, to ensure they meet your criteria and follow application procedures.
Receiving and assessing applications – Our services include collation of all applications, initial eligibility check and full assessment. We look at strength of need for the project, breadth and depth of impact, financial health and track record.
Recommendations – Offering you a selection of fully assessed projects from which you can choose.
Informing applicants – After deciding on the projects you would like to support, the Foundation will inform all applicants of the outcome, and handle cheque payments. For projects that have been unsuccessful we may direct the group to our other funding streams.
Reporting back to you – We monitor the use of the grant and keep you informed via an annual donor report on your Fund’s activity.
Other benefits – include visits to meet the people your Fund is supporting, invitations to Foundation events, and you will also receive our annual report and e-newsletters.