A partner for Professional advisors

Unlock the full global potential of your clients’ philanthropy

your trusted partner

At Chapel & York, we work with experts in the professional advisory field, across areas including tax, trusts, wealth management, responsible investment, philanthropy and environmental, social and governance (ESG) practices. We understand advisors, and offer a range of solutions to help you meet your aims for service excellence.

As a professional advisor, you understand that your clients seek a comprehensive financial plan that encompasses their values and life goals. They desire meaningful discussions about their values based motivations toward investment, passions, and purpose. They rely on your expertise to help them achieve their philanthropic goals in a tax-efficient manner.

Working with a Chapel & York DAF you are able to offer them a holistic giving and responsible investment service, which stretches globally at Chapel & York, responding to a rising need for DAFs in both the domestic and international markets in which you work.

Best Prospects

High-net-worth philanthropy is on the rise, presenting ample opportunities for advisors aiming to foster deeper client connections. Let’s explore how leveraging their philanthropic interests can empower you to deliver comprehensive solutions.

Here are some key indicators to assess whether engaging in a discussion about charitable planning would benefit your client or prospect:

  • A track record of charitable giving or a stated desire to support philanthropic programs.
  • Next generation’s sense of purpose toward using capital to express their unique values and make a difference.
  • The need for a tax management strategy in anticipation of business sales, inheritances, or legal/domestic settlements.
  • A substantial holding of highly appreciated stocks that could result in capital gains taxes upon sale.

  • An asset portfolio lacking diversification.

  • Anticipation of transferring wealth across generations or managing a family business.

  • The desire to minimise taxes on asset sales or after death.

  • No designated heirs to inherit the wealth.

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 organisation 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.

DAF process

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 clients´ goals and values. We will design a dynamic charity programme and a compelling theory of change that outlines how your clients´ actions lead to desired outcomes. This process involves mapping out 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 this logic. By utilizing the theory of change, we can help your clients´ clarify a vision, strategy, and indicators of success, making it easier for your client to communicate their giving mission to others.

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.

Get in touch

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.

Schedule a meeting at your convenience

Lara Leigh-Wood
Global Director, Philanthropy and Corporate Responsible Investment

giving@chapel-york.com
UK: +44 (0)203 597 3027
USA: +1 646 867 0994

Schedule a meeting at your convenience

Lara Leigh-Wood
Global Director, Philanthropy and Corporate Responsible Investment

giving@chapel-york.com
UK: +44 (0)203 597 3027
USA: +1 646 867 0994