Connecting with Canadian Donors is easy With Chapel & York on your side
With a reputation for generosity and a passion for supporting causes they care about, Canadian donors make a significant difference to the work of charitable organizations.
However, accepting donations from Canadian donors requires a nuanced approach.
Compliance with Canadian tax laws and regulations, navigating currency exchange and potential international transaction fees, and being sensitive to cultural differences and expectations are all crucial considerations.
By partnering with our Canada Foundation, you can establish a solid presence in the country and streamline your fundraising efforts without having to navigate the complexities of setting up a separate legal entity.
Effortlessly fundraise in Canada as Chapel & York seamlessly handles regulatory, banking, donation processing, and technical aspects for you.
Joining the Canada Foundation
In evaluating your completed application and conducting our due diligence, Chapel & York will review submitted documentation to ensure your organisation is able to receive grants/payments from the Canada Foundation.
In this process, Chapel & York makes no judgements as to the value of the work you do or the capacity of your organisation to do it. 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 event of your application being rejected, you will be refunded the membership fee.
Following this, you will be sent the Agent’s Agreement and have two weeks to complete it. Once complete and signed by you and the Canada Foundation Executive Director the onboarding process will begin, and your organisation can begin fundraising.
THE BEST FIT
Foundation Membership Levels
All memberships include:
A one-time processing fee of £350 is required when you register. Once your registration has been approved, you can apply to join a Foundation fund.
Members benefit from a reduced processing fee of £100 for each additional Foundation fund application, invoiced upon receipt.
Prices exclusive of VAT (where applicable).
| Trial Fund | Starter Fund | Professional Fund | |
|---|---|---|---|
| Donation | $100,000 CAD | $100,000 CAD | $100,000 CAD |
| Admin fee (one-time fee) * | £350 | £350 | £350 |
| Annual fee | £0 | £700 | £2,500 |
| Retention fee per donation | 8% | 4.5% | 2.5% |
| Net estimated annual cost | $8,655 CAD | $6,446 CAD | $7,766 CAD |
For your application:
You may wish to prepare the attachments that will be requested prior to starting the application process, such as:
- Proof of charitable status
- Proof of mailing address
- Redacted bank statement
- Financial statement
For your Agent’s Agreement:
Use this section to ensure your project aligns with the Canada Foundation’s charitable purposes before completing your Agent’s Agreement.
Your project must align with at least one of C&Y Canada’s charitable purposes:
- To relieve poverty by providing basic necessities of life, including food, clean water, clothing and/or shelter to people who are poor, of low income, or in need.
- To advance education by providing formal training to advance the mind, providing books, equipment and educational aids to students, and/or providing scholarships and awards to students.
- To advance education through conducting research on subjects with educational value and publicly disseminating the results of such research.
- To advance religion by advancing the teachings and religious tenets, doctrines and observances of recognized religious faiths.
- To receive and maintain a fund or funds and to apply all or part of the principal and income therefrom, from time to time, to qualified donees as defined in subsection 149.1(1) of the Income Tax Act (Canada).
- To do all such things as are incidental and ancillary to the attainment of the above purposes.
If your work involves sustainability initiatives, describe them in a way that links to education, research, or poverty relief, for example: “training local communities in sustainable farming” rather than “protecting biodiversity”.
View the Agent’s Agreement guide, which includes examples and sections for you to try out before submitting your application.
- Please fill out the form to purchase the required service.
- Once payment for initial year 1 membership and set-up fees has been received, you will immediately be sent an email with the application form to complete. Please check your junk email folder if you cannot see the email after a few minutes.
- Once the application is returned, the Chapel & York administrative team with conduct a due diligence on the applying organisation. This can take up to 10 business days.
- The Executive Director receives a notification that the review is complete and requests approval. Typically, within 24-48 hours.
- The Agent’s Agreement is dispatched to the organisation’s main contact. The organisation is given 2 weeks to complete Schedule B (project and budget details) and to sign the Agreement.
- The Executive Director countersigns the Agent’s Agreement. Typically, within 24-48 hours.
- Onboarding process begins and your Knowledge Pack is emailed to the main contact. Depending on the membership and add-ons purchased, this can take up to 10 business days.
- The organisation can begin fundraising.
Join multiple Foundations at the Starter or Professional level and receive a 5% discount on annual fees for each additional fund. Excludes partner Foundations in France, Germany and Australia and applies only to funds beyond the first.
As a current member, you can apply to join additional foundations using the application forms available on the portal.
Memberships can be upgraded at renewal. Requests to upgrade a membership can be submitted to upgrades@chapel-york.com.
