Snapshot of plants in an Oxfordshire cornfield blowing in the wind
Set up a named fund

Setting up a named fund with us is a simple, robust and impactful alternative to setting up your own foundation or charitable trust. You will benefit from OCF’s governance and operational resources, and can be guided by our knowledge of and connections with the local charitable sector.

A named fund (sometimes known as a donor-advised fund) can be an effective way to carry out your personal charitable ambitions. A named fund can be a vehicle for your giving in three ways:

  1. An individual fund to organise your local giving in one place, simply and effectively
  2. A collective fund where donors or businesses pool funds to increase their personal impact
  3. A way to contribute to OCF’s series of annual grants rounds, open to organisations across the county.

We recommend a minimum gift of £30,000 to set up a named fund. If you have a smaller amount to give, we can talk to you about our collective funds and other giving options.

Boosting the value of your gift

Gifts made through a named fund enable you to be extremely tax efficient. Whenever appropriate, OCF will reclaim eligible Gift Aid on your donation. If you are a higher-rate taxpayer, you can also claim back the difference between higher rate and basic rate tax on the value of your donation.

A fund informed by you

Your fund can be:

a) An endowment fund

A capital sum is invested into an endowment and the income generated provides grant-making funds throughout the year. Your investment can be set up as a one-off donation or grown over a number of years. Endowments provide a fantastic long-term investment, allowing donors to continue giving for years to come.

b) A flow-through fund

You create a fund with a donation that is immediately available for awarding grants to local projects. Our team will work with you to understand your interests and intentions, and will support you to disburse grants. Flow-through funds are usually topped up annually.

Your fund can also combine both endowment and flow through.

You can be as involved as you want to be in how the fund is used or you can leave it to us to decide. Our experience of managing funds, together with our research insights give us an in-depth understanding of the most urgent social problems within Oxfordshire.

Your fund can be anonymous or named after yourself, a family member, a friend, a company or anything that is personal to you.

If you’re interested in finding out more, please contact our Head of Philanthropy Sarah Giles.

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  • “It is so uplifting to meet so many people blessed with generous hearts and a deep sense of community.”

    Ali Mosawi, one of OCF's donors
    Ali Mosawi
    Donor
  • “I really appreciate your work on what for my parents is such an important project. I am glad that the fund has been developing so positively and swiftly.”

    David Evans, fundholder of the Maggie Evans Fund
    David Evans
    Maggie Evans Fund
  • “The huge satisfaction to be gained from spending one’s time in giving in your later years far outweighs any pleasures that you can possibly gain on the golf course, on the beach or on the back of the yacht in the Mediterranean sipping martinis.”

    Michael Oglesby, a UK businessman and philanthropist
    Mike Oglesby
  • “I like to have something worthwhile to get up for each morning… I find that the larger and more strategic the gift, the more pleasure I get out of it.”

    Dame Stephanie Shirley, a British businesswoman and philanthropist
    Dame Stephanie Shirley
  • “I can’t get over it; I’m still shaking when I talk about it. It’s just incredible… I feel a bit guilty about getting so much pleasure out of giving!”

    Terry Bramall, a UK businessman and philanthropist
    Terry Bramall
  • “Generosity is the best investment.”

    Diane Von Furstenberg, a fashion designer and philanthropist
    Diane von Fürstenberg
  • “Someone’s sitting in the shade today because someone planted a tree a long time ago.”

    Warren Buffet, an American business magnate, investor and philanthropist
    Warren Buffet
  • “It is more difficult to give money away intelligently than to earn it in the first place.”

    Andrew Carnegie, a 19th century Scottish American industrialist and philanthropist
    Andrew Carnegie
  • “I feel passionately that so many more people could be philanthropists and are a bit afraid of it. What we need to do as Beacon Fellows is go out there and talk about it. One of the things I want to do is to share the joy that I’ve had!”

    Marcelle Speller OBE
    Marcelle Speller OBE
    Beacon Fellow
  • “Every act of philanthropy touches a life. Deprivation is not destiny. If you come from a disadvantaged background, you just need to be given an
    opportunity.”

    Paul Marshall
    Paul Marshall
    Beacon Fellow
  • “It’s really important to tell the world about what you’re doing. You’ll be naturally quiet and modest, and it’s not very British, but it is very important, so put your modesty aside, tell the world what you’re doing, because they’ll be interested!”

    Paul Barry-Walsh
    Paul Barry-Walsh
    Beacon Fellow
  • “We make a living by what we get, but we make a life by what we give.”

    Winston Churchill
    Winston Churchill
FEATURED

Ark T Centre

The Ark T Centre is an arts project in East Oxford, and is situated in a high-risk area for Child Sexual Exploitation (CSE). Ark T is an open and inclusive community, where people, art, and powerful ideas come together, using the transformative powers of creativity to change lives.

SOFEA

SOFEA’s mission is to enable the transformation of people’s lives, and their communities, with a major focus on young people. They enable people to fulfil their potential through work, wellbeing, study and purpose projects, providing the means of reducing the immediate effects of disadvantage by relieving food insecurity in the wider community.

Good Food Oxford (GFO)

Good Food Oxford supports the existing work of many organisations in and around the city working to make our food system more nourishing, less wasteful and more sustainable.

Thrive

Thrive offers activity clubs and mentoring for young people in two of Oxford’s most deprived areas – Blackbird Leys and Barton. Their clubs and activities are countering the effects of social exclusion.