Inspiring local giving for local need

Mission

Inspiring Local Giving For Local Inspiring Local Giving For Local NeedNeed

Raising the level of philanthropy in Surrey for local community benefit

What is a Community Foundation?

Community Foundations are charitable trusts that support local

community causes.

2 Key Areas:• Raising the level of giving• Grants to local communities

Building permanent community funds and linking local donors with local needs.

Named Personal Funds

FLOW-THROUGH

FUND

All of the donation is distributed as

grants – supports current

needs

INVESTMENTFUND

Permanent capital fund – invested

and income generated is used year after year to

make grants:INPERPETUITY

Individual named funds are established for larger donations, based on the particular areas of interest & specific geographical area.

Bespoke, personal service to donors to enable individuals, families and local companies to support their local community.

PERSONAL FUND

Making a Difference in Surrey

Bespoke Service - to people who want to support their local communities• Geographical area of benefit• Criteria / Themed Fund • Grant-making process

• Use knowledge/experience of the Community Foundation + regular reports

• take part in decision process• Visit projects and see effect of grant• Attend photo calls, press events

Aims

• Provide a comprehensive service to donors who want to support their local communities – giving effectively and creatively

• Manage an efficient & effective grant programme to community and voluntary groups

• Build permanent community funds to support the needs of communities and voluntary groups across Surrey

Income generated is used year after year to make grants to communities

Summary – Key Figures

Since being established in 2005, Surrey Community Foundation has:

Built endowment funds of £2 Million (20 funds)

Established 18 ‘flow-through’ funds for grant making

Made 400 grant awards of over £1 million to charities and community groups across Surrey

The 2 main grant programmes:

General Funds

A number of funds, established by families, charitable trusts and companies, to support the needs of communities and voluntary groups across Surrey.

Themed Funds

• SURREY ARTS FUND £19,000 GIFTS OF SHARES

• Donations are pooled into a multi-purpose Fund to support local communityArt projects

• SURREY SPORTS FUND

• SURREY CHAMBERS OF COMMERCE COMMUNITY FUND

General Funds

We encourage community groups to make contact with us, in order to discuss the possibility of making an

application.

Once we have some details of the organisation and the project for which funding is sought, we are then able to

advise appropriately.

Surrey Community Foundation is building permanent funding for Surrey’s communities.

£1 million is available from the government if the Community Foundation can match this with a further £1 million raised from donors by 2011. This will increase the permanent funds by £2 million, with the income generated enabling grants to be awarded in perpetuity.

• Over £1 million government-funding is available in Surrey (2008-2011)

• For small voluntary led community groups, with an average annual income of less than £30,000which have been active for at least one year

• Grants of between £250 and £5,000 are available

2) Grassroots Grants

can fund:

• Running Costs (Rent / telephone / stationery)

• Activities to expand an existing project

• Local event or workshop

• Equipmentor other capital items

£623,000 awarded to 182

community groups…

Progress so far

…in Epsom and Ewell

4 Grassroots Grants totalling £11,692 have been awarded

These include:

•£5,000 to Love Me – Love My Mind towards the costs of Epsom Mental Health Week, which takes place from 4th to 10th October with the theme of "Promoting Wellbeing in the Community".

£5,000 to Mid-Surrey Mediation Service, an organisation which works to encourage neighbours to resolve their problems and reach a mutually beneficial solution. The grant will provide a contribution towards the running costs of the organisation for two years.

There is £567,000 remaining

to be spent in Grassroots Grants

between now and March 2011

Looking Forward…

Priorities

Projects which will have a beneficial impact on the lives of people who are disadvantaged or excluded, for example through low income, social isolation, age, disability or mental health ;

Projects which are in disadvantaged ‘high need’ geographic areas ;

Projects which will be effective in addressing a clearly identified need within the community ;

Projects which show clear ‘value for money’ ;

Projects which are in areas that have received limited Grassroots funding so far.

• Applications can be made at any time until January 2011

• Monthly deadline of the last Friday of the month

• All decisions will be notified within 3 weeks from this deadline date (unless additional information is requested)

Quick and easy processfrom application to decision…

How to apply:

• Guidance Notes & Application Forms available on request (General Funds & Grassroots Grants)

• Support available if needed

• Telephone – 01483 409230 or email: info@communityfoundationsurrey.org.uk

Making a Difference in Surrey

• Supports local communities and local causes

• Provides a unique channel for donors of all kinds to fund local communities on a lasting basis – giving effectively and creatively

• Investment for the future - Manages donor funds and builds endowment: Building a permanent community resource for Surrey

• Firm foundations – strong and dynamic Board of Trustees

• In good company – part of a national network of successful community foundations.

Working Together

• Ambassadors – Supporting /Networking

• Introductions - Events/Briefings/Meetings

• Encourage permanent local funds e.g.. Tandridge Community Fund

• Promotion – Newsletters/Websites

• Information to staff / Links to voluntary groups/communities