Reading Mencap
Setting up a named fund
Many individuals, families and businesses considering making a larger donation choose to set up one of our Named Funds.

A fund in your name gives you the opportunity to choose the causes and projects you care about the most.  It’s a great way for you to get directly involved in community philanthropy, without the administrative and legal costs of setting up a separate charitable trust.  We provide personal support to ensure your giving is effective and we will help you to match your charitable interests with local needs.

The benefits:

  • Set the strategy and remit of your fund from the outset and monitor it through its lifetime
  • Retain decision making on the groups and projects you support
  • Take advantage of the expertise of the grant-making staff in researching and assessing suitable groups and projects; we will take away the administrative burden of the grant-making
  • Get to see the impact of your donations with case studies and project visits
Types of funds
Named Funds can be distributed over a period of time in a ‘flow-through fund’ or invested in an ‘endowment fund’, where the capital remains and the income from the investment is used each year to distribute as grants.  Typically, the minimum donation to establish a flow-through fund is £10,000 per annum and, for an endowment fund, the initial donation would be £25,000.

The advantage of an endowment fund is that it remains as a permanent resource year after year. Over a relatively short period, the value of grants awarded becomes greater than the original donation which itself remains as a capital fund.  You may wish to set up a ‘combination fund’ with some funds being distributed immediately (flow-through) and the remainder added to the endowment.

Set up your own Named Fund

If you want to know more about setting up a Named Fund, please contact us on 0118 930 3021 or by email.

  • “Diligence is always needed, as great projects, indeed great communities, aren't formed overnight."
    Joe McKenna
    Executive Director of BCF, 1993-1998
  • “During my 13 years as Lord Lieutenant, I witnessed what a difference Berkshire Community Foundation's grants made to the lives of so many people in Berkshire.”
    Sir Philip Wroughton KCVO DL
    Honorary Life President, Berkshire Community Foundation
  • "I believe in Berkshire. We all put our own families and homes first but in doing so, we want to ensure the community in which we live is one that we can be proud of."
    Harry Henderson DL
    Vice President, Berkshire Community Foundation
  • “The continuing support for local groups would not have been possible without a myriad of corporate and individual supporters, enthusiastic trustees and staff, the dedication of whom underwrites the success of Berkshire Community."
    Brigadier Robin Draper CVO OBE
    CEO, Berkshire Community Foundation 1998-2008
  • “Since I first became a trustee in 1991, my enthusiasm for BCF has never waned, as is the case it seems for everyone else who gets to know BCF. Particularly, of course, the recipients, who not only receive a grant but also sound advice on all aspects of developing the work of their organisation."
    Jane Wates OBE
    Vice President, Berkshire Community Foundation
  • “The original plans for the Foundation were driven by the needs of those living in Berkshire and how those needs could be alleviated. History has proven that not only was the concept behind the Foundation an inspired idea, but it was a workable one. As a former trustee of BCF, I am very proud that my family was involved from the start in establishing and developing such a fundamental part of charitable operations within the county."
    Richard Benyon MP
    MP for Newbury
  • "Phi-lan-thro-py: the act of donating money, goods, time or effort to support a charitable cause...any altruistic activity which is intended to promote good, or improve the quality of human life..."
    Definition of philanthropy
  • "I recognise that those of us that are luckier in life than others have the responsibility to those that are finding life a struggle... The Foundation makes it all so simple for me - I know the process and attention to detail ensures that what little help I do give hits the spot in the most efficient manner it can."
    Harry Henderson DL
    Vice President, Berkshire Community Foundation
  • “Although child poverty is falling in the UK, there are still too many children growing up in disadvantaged circumstances, and we cannot be blind to areas of deprivation even in relatively affluent places such as Berkshire.”
    The Rt Hon. Theresa May MP
    Prime Minister
  • “Berkshire Community Foundation does a great job in our local area."
    The Rt Hon. Theresa May MP
    Prime Minister
  • “Berkshire Community Foundation provided a simple and cost efficient way of establishing a fund that could meet the Testator’s intentions."  
    Jonathan Gater
    Partner, Blandy & Blandy
  • “Most philanthropists have their own vision and a personal reason for giving. Community Foundations can help with this vision; by giving locally, you can really see what happens with your money and what a difference it makes to local communities."
    Roberta d’Eustachio
    Co-founder of Ambassadors for Philanthropy