Chapel & York Home of International Fundraising and Philanthropy
Join a Foundation2023-12-01T10:01:17+00:00

Foundation Pricing & Plans

Apply to join one Foundation or the entire network of Chapel & York Foundations with our Global Membership: discounts apply when joining more than one Foundation

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.

What information is needed to complete an application?2023-04-03T15:24:45+00:00

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.

Apply to join one Foundation or the entire network of Chapel & York Foundations with our Global Membership
We do the due diligence required in the country(ies) of the Foundation(s) to which you have applied to ensure your eligibility to become a member of the Foundation(s).

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.

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. 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:

  • A professional, local team to answer questions

  • Notification to you of donations received

  • Receipting of donations to donors

  • A listing on the Foundation directory and donate page

  • The Knowledge Pack, a central hub of information

  • Access to our international fundraising team

90-DAY TEMPORARY FUND

£0

Supports donations made during a limited time period

What’s Included
  • 5% Retention rate

  • All of the above benefits during the membership period

  • Donation reports

  • Access donor/donation and grant data on demand via the ‘Donation Portal’

  • Optional – 100% granting (100% of a donation is granted and the Foundation’s retention is invoiced separately)

AFFILIATE FUND

£500 pa

A low budget cost with higher retention – ideal if you want to save upfront costs

What’s Included
  • 3% Retention rate

  • All of the above benefits during the membership period

  • Monthly donation reports

  • Access donor/donation and grant data on demand via the ‘Donation Portal’

  • Optional – 100% granting (100% of a donation is granted and the Foundation’s retention is invoiced separately)

NAMED FUND

£2,000 pa

A higher upfront cost but lower retention – ideal for those expected larger donations

What’s Included
  • 1% Retention rate

  • All of the above benefits during the membership period

  • Monthly Donation reports

  • Access donor/donation and grant data on demand via the ‘Donation Portal’

  • Optional – 100% granting (100% of a donation is granted and the Foundation’s retention is invoiced separately)

Do discounts apply to membership levels?2023-03-29T11:39:03+00:00

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

We are already a fundholder. How do we apply to join additional Foundations?2023-05-11T18:37:18+00:00

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.

Can I upgrade my membership with a Foundation?2023-03-29T15:38:55+00:00

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

GLOBAL AFFILIATE FUND

£2,000 p/y

An Affiliate Fund membership to all Chapel & York Foundations

GLOBAL NAMED FUND

£8,000 p/y

A Named Fund membership to all Chapel & York Foundations

Additional Services & Solutions

Charitable Projects - This Fund is for individuals or groups without an established charity or charitable entity. Whether you’re a group of friends fundraising for repairs to a community building, or looking to further a particular charitable cause, we can help you with our ‘Charitable Project’ Funds.

Charitable Projects

This Fund is for individuals or groups without an established charity or charitable entity. Whether you’re a group of friends fundraising for repairs to a community building, or looking to further a particular charitable cause, we can help you with our ‘Charitable Project’ Funds.

Dedicated Donation Forms & Fundraising Pages - Grow your fund with the tools to create successful campaigns by designing personalised donation forms or fundraising pages. Fully customisable, giving your donors a branded and seamless giving experience.

Dedicated Donation Forms & Fundraising Pages

Grow your fund with the tools to create successful campaigns by designing personalised donation forms or fundraising pages. Fully customisable, giving your donors a branded and seamless giving experience.

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