Our Chapel & York advisory team will collaborate closely with you to identify charities, conduct thorough due diligence, all in alignment with your goals and values. We will design a dynamic charity programme and a compelling theory of change that outlines how your actions lead to desired outcomes. This process involves mapping out your long-term goals, the necessary intermediate outcomes, and the activities and inputs that bring about those outcomes. Additionally, we consider the assumptions and risks that underlie your logic. By utilising the theory of change, we can help you clarify your vision, strategy, and indicators of success, making it easier for you to communicate your mission to others. Moreover, we can ensure that future generations can carry on a legacy of giving by developing a succession plan for your charitable contributions.
With our annual membership fee, you gain access to a wide range of benefits, including grantmaking, recordkeeping, quarterly statements, and other essential operating services. Plus, you’ll receive a valuable 1-hour advisory session with one of our senior consultants to kickstart your journey. When funds are received, a retention percentage fee is applied, along with a small admin fee upon renewal. And to make our advisory services even more accessible, we offer a flexible sliding price scale.