Creating a Fund

People and businesses create grant making funds to support the people and causes they care about most.  By utilising the knowledge and expertise of our staff, trustees and volunteers grants are channelled to best effect giving donors a great sense of satisfaction and confidence.

Since 1999, more than sixty different grant making funds have been created.

The creation of a fund is an enjoyable and rewarding experience.  We work with our donors to learn about their needs and wishes and create funds which match their interests and need in the community.  Each fund has a named member of staff attached to it as a key contact point.  Funds are governed by an agreement setting out the objects, type and terms of the fund.

Fund holders receive regular reports about the grants made through their funds.  All funded projects are asked to complete monitoring forms and to provide information and testimonies from the people assisted.  In addition fund holders can visit projects if they wish.

“Cumbrians are very proud but sometimes both young and old need a little help to realise that local projects can improve their quality of life and, in some small way, we are hoping to achieve that by financially supporting the organisations that provide them.”
Anonymous donor, The Evening Hill Grassroots Fund.

Minimum Fund Sizes:
Acorn Fund – £25,000 (incomes goes into the Cumbria Fund)
Named Fund – £50,000
Donor Advised Fund – £100,000

To make an appointment to learn more about funds, contact Andy Beeforth, Chief Executive on 01900 825760 or email

For more information please see our Guide For Giving.