STEP 1
Complete The Online Application Form
Browse all the Foundation(s) and membership levels in our shop. Once your order has been processed and payment received, you will immediately receive an application form to complete and submit back to Chapel & York. The application takes approximately 20-30 minutes to complete. Progress can be saved.
Depending on the type of membership you choose, you will need all or some of the following: Proof of charitable status, if any (e.g., IRS 501(c)(3) letter, Charities Commission certificate, etc.); information about your charitable work; latest copy of financial records including a recent bank statement; name and contact details of three Trustees/Directors.
Your application cannot be considered unless we have received a fully completed form with all required documentation.
STEP 2
Due Diligence
Your application is evaluated against the criteria required for each foundation you would like to join as different countries have different requirements. We will review all submitted documentation to ensure your organisation is able to receive grants in the appropriate countries. Once we are satisfied that your organisation meets the criteria for each country, the Board of each Foundation is notified of your desire to set up a fund.
STEP 3
Approval
Upon confirmation of your eligibility, the Foundation(s) are notified of your request for a fund. Upon agreement by the Foundation(s) we immediately establish your fund. Should there be objections by the Foundation(s), we will refund your membership fee after discussing with you. The due diligence fee is non-refundable.
Once approved we will send you details of the team looking after you; critical dates for donations and grants; and donation details for donors.
THE BEST FIT
Foundation Membership Levels
For all funds we provide:
Discounts apply when joining multiple Foundations, irrespective of the service level selected. When joining more than one Foundation, the discount will apply to all Foundation memberships. A full list of discounts (on memberships and set-up fees) can be viewed here
As a current member, you can apply to join additional foundations using an amended online application. Submit your details using this form and our Finance Department will issue an invoice.
Members may upgrade a membership at any time. You will be sent a pro-rated membership fee increase, and if some cases will be charged a due diligence fee. Requests to upgrade a membership can be submitted to upgrades@chapel-york.com
Go Global!
Establish a fund with all our Foundations with one membership
