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This means you can support Community Foundation Wakefield District, allowing us to help local people and organisations, at no extra cost to you!

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A gift in your will to the Community Foundation Wakefield District is a wonderful way to ensure you are supporting your local community for generations to come.

Peace of mind 

Despite it not being something we often talk about, there are many good reasons why you should make a will. Most importantly it gives you peace of mind knowing that you have provided for your family and friends and that your wishes will be carried out. There is also the option to leave a gift to charity, that won’t cost you anything now. 

Please consider leaving a gift to the Community Foundation Wakefield District, and help fulfil our vision to inspire local giving, improve communities and change lives.

To include a gift in a new will or to amend an existing one, it is always advisable to seek professional advice from a qualified solicitor. 

Ways you can give

How you decide to support the Community Foundation is entirely up to you. You might decide to leave a specific sum of money or a share of your estate after you have made other gifts. Leaving the residue, or part residue, is a popular way of giving as you do not have to decide on an amount now, you just need to decide what proportion of your estate you would like to leave to the Community Foundation. Just let your solicitor know and they will ensure your wishes are included using the correct legal wording.

The following information is also needed:

Community Foundation Wakefield District
13 Upper York Street
Wakefield, WF1 9NW 

Registered Charity Number 1121884

For further information, please do not hesitate to contact Lisa Milburn on 01924 239181 or email lisa.milburn@wakefieldcf.org.uk 

Future generations will benefit from the gift you leave today. It could be £50 or £50,000, a piece of jewellery or a painting. Any gift large or small makes a difference and it is a wonderful way to help others.

Our named funds offer all the flexibility and control of your own charitable trust without the administrative burden that running such a trust involves. In addition, you have access to expert advice and support from us to help you develop your giving strategy. There are two types to choose from:

Permanent fund

This is a permanent, capital fund set up with a minimum pledge of £25,000. The capital is invested and the income used to make grants year after year. The very nature of endowment means this type of fund will go on helping your local community in perpetuity. It’s like having your own charitable trust, but we undertake all the investment and administration – yet you still choose which causes you wish to support.

Minimum donation of £25,000

To discuss the options open to you, please contact Lisa Milburn, Foundation Director, on 01924 239 181 or email Lisa.Milburn@wakefieldcf.org.uk.

Flow through fund

If you want to see your charitable giving being put to immediate use in the community and are able to give £10,000 or more per annum, then a named revenue fund is the best option for you. Your donation will be used to address priority needs with you choosing which causes you wish to support.

Minimum donation of £10,000

The benefits of creating a named fund

All our funds sit under the Community Foundation’s Registered charity number. We take care of all the annual accounting, compliance reporting and tax claims, so you don’t have to, allowing you to focus on the enjoyment of giving.

We offer a variety of ways to give to suit your desired level of involvement and a broad range of projects to support. You receive, if you so wish, the benefit of any publicity created.

We provide a highly personalised and professional service to our donors. Whether you want to give now or in the future, we can customise a giving plan that meets your objectives and provides opportunities for learning to ensure your giving is effective.

We are reputable stewards of community resources, committed to being accountable, accessible and responsible backed by the Charity Commission and UK Community Foundations.

We research local community priorities throughout each year, always consulting with local people. With this information and our learning from the work we support, we can guide you on how to have the greatest impact with the resources available to you, aligning your giving aims with the community’s priorities.

We provide a highly personalised and professional tailored giving offer to philanthropists, families, companies, trusts and statutory bodies. Whether you want to give now or in the future, we can customise a giving plan that meets your objectives and provides opportunities for learning to ensure your giving is effective.

You can also leave a legacy in your will to create or add to your fund. To discuss the options open to you, please contact Lisa Milburn on 01924 239181 or email lisa.milburn@wakefieldcf.org.uk

We provide a highly personalised and professional tailored giving offer to philanthropists, families, companies, trusts and statutory bodies.

Whether you want to give now or in the future, we can customise a giving plan that meets your objectives and provides opportunities for learning to ensure your giving is effective.

OUR IMPACT TO DATE

£
0
2.00
m

VALUE OF GRANTS

0
3,100

NUMBER OF GRANTS

£
0
645

AVERAGE GRANT SIZE

0
34,500

PEOPLE HELPED