A partner for philanthropists
For Private Offices, Families, and Individuals
your trusted partner
We provide support for Private Offices, Families, and Individuals, in addition to assisting with your clients’ financial, investment, and personal needs. If you are facing challenges such as resource constraints, compliance with private foundation tax regulations, expanding philanthropic initiatives, or coordinating activities across multiple countries, we have decades of experience and expertise to help you navigate these complexities.
Our goal is to understand your motivations, purpose, values, and desired impact, and work with you to forge the best path. Together, we make a meaningful difference through philanthropy.
International Giving
Chapel & York offers extensive international expertise and direct connections to non-profit organisations abroad. We serve as a trusted partner to help donors make strategic, impactful gifts worldwide. With us, you can streamline cross-border giving, minimising risks, reputation exposure, and administrative costs. Our compliance process ensures simplicity and safety, backed by thorough global due diligence. Benefit from potential tax advantages by giving to foreign beneficiaries through our donor advised funds. Trust our regulatory expertise to ensure compliance with all regulations.
Joining A Chapel & York DAF
After having an informative advisory call with one of our experienced consultants, you can easily submit your application online. Our team at Chapel & York will carefully review the documentation and conduct the due diligence to ensure your application meets the requirements to become a member.
Once we are satisfied your application meets the criteria, the application is passed to the Foundation Executive Director to share with the board your desire to set up a fund.
In the rare case that your application is declined, rest assured that we will refund the membership fee, but please note that the processing fee is non-refundable.
What is included
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.
The Chapel & York Family of Foundations and our Donor Advised Funds represent a collective of charitable organisations since 1997. Our goal is to foster connections between donors and international causes, and promote global philanthropy and responsible investment by companies, families, and individuals. With our expertise and extensive network, we are your trusted partner in making a positive impact worldwide.
