For Donor-Advised Funds (DAFs)

annual membership

The DAF annual membership with Chapel & York on application is £5,000 – £10,000 + VAT (auto renewal).

  • Due diligence on opening – included with annual membership fee.
  • Due diligence at grant making – £250 per charity.
  • Percentage on receipt of funds – 1% retention fee
  • Percentage on balance held at renewal – 0.5% admin fee
  • Advisory for company charitable programme, charity selection and strategic map.
  • Advisory for individuals on their charitable giving, change theory and charity selection.