Working with Individuals and Families

We work with families and individuals in a tailored way


We work create long-term programmes of giving. A fund can be set up in your name, or in the name of a loved one, and you can decide what issues or areas your fund will support. You may make a gift of money or an item of value such as shares, property or other investments to set up a fund.


Setting up your own fund is a simple alternative to a private charitable trust, offering the same flexibility, without the administration – leaving you able to focus on your giving strategy. 

How we work with donors

Types of fund

We manage two main types of charitable funds on behalf of our donors, and the structure of these can vary according to your needs. 

Endowment Fund

 

An Endowment Fund enables your donation to support future generations in perpetuity. We create a Named Fund from your donation and invest it with one of our two investment management firms, alongside our portfolio of other Named Funds.We put in place a Fundholder Agreement with you at the start of our relationship, which outlines our responsibilities in managing the donation and what the grants will be given for.

 

Grants are awarded annually from the income of the fund. We ensure all grant applications meet due diligence requirements and are carefully assessed by our Grants team before being awarded.

We provide an annual report on the performance and impact of your Fund, and meet with you to discuss your giving, as much or as little as yo

Flow Through Fund

 

A Flow Through Fund enables grant-making to community groups and organisations right away. Donations are usually made annually to this type of fund.

 

We discuss with you what causes the grants will be given towards (this can be reviewed at any time) and our Grants team ensure all grant applications meet due diligence requirements and are carefully assessed before being awarded.

 

We then provide an impact report at the end of the year for you to see what has happened with your funding.

Management of Endowment Funds

 

We have a Finance, Investment and Risk Sub Committee within our Board of Trustees, which is led by our Treasurer. It is responsible for reviewing and managing the performance of our investments.  The committee also ensures your Funds are invested in accordance with our Investment Policy, including investment in ethical funds that recognise wider responsibilities to society.


Tax Effective Giving

 

Because we are a charity, you will benefit from tax relief when you donate. Usually this will mean Gift Aid on PAYE giving or Capital Gains Tax.  Gift Aid increases the value of your donation by 25%, and if you pay tax at the higher rate, you can claim back the difference between the higher rates of tax (40% or 45%) and the basic rate (20%) on the total value of the donation.  Funds can be set up quickly and held while you create a strategy for your giving, an ideal solution for those donating at the end of the tax year.

Doris Campbell Memorial Fund

The Doris Campbell Memorial Fund was set up in 2007 in memory of HIWCF’s founding Chairman’s late mother.

 

Michael Campbell and his family donated £1 million to help set up HIWCF and in memory of Doris Campbell, a memorial fund was created to extend her Hampshire legacy.


Doris spent many happy years serving Southampton and its people alongside her father, William Craven-Ellis, who served as a Southampton MP from 1931 to 1945.


The memorial fund is a wonderful way for the family to celebrate Doris’ commitment to her community and HIWCF is proud to manage funds that now support innovative youth based projects across Hampshire.


Since 2007, countless small grants have been made to community groups around the region, including a grant to establish a Tech Club targeted at seven to 12 year olds.


The Tech Club funds apprenticeships into the charitable sector and provides loans to support new business through the Fredericks Foundation.

doris

Speak to us

If you have any questions, please contact Lucy Walford, Philanthropy Manager
Call 01962 798691
Email lucy.walford@hiwcf.com