How to Apply

Four easy steps

STEP 1

Register

Register your charity for an account. This will give you access to your account; holding your CRM, donation forms, campaigns, email & more. Tell us about your organisation and submit standard bank and registration documents. Applications are approved within 10 working days. There is a one-time processing fee of £350.

What information is needed to complete an application?Laura Boden2026-08-26T15:02:36+00:00

What information is needed to complete an application?

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. For the UK Foundation, please provide the name, Trustee ID (government-issued ID), date of birth, and country of residence of three Trustees/Directors.

Your application cannot be considered unless we have received a fully completed form with all required documentation.

STEP 2

Join Foundation(s)

Select the international countries you want to fundraise from. Fill out the application forms for each foundation. You can start with one country and expand as your international fundraising grows. There is a yearly charge per chosen membership.

What is reviewed during the evaluation process?Laura Boden2023-03-22T15:27:05+00:00

What is reviewed during the evaluation process?

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 your governing documents, mission, vision, current activities, and ﬁnancial statements 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. If they have objections you will be notified and your membership fee will be immediately refunded.

What happens if my application is rejected?Adam Davidson2023-04-17T07:18:16+00:00

What happens if my application is rejected?

In the event of your application being rejected you will be refunded the membership fee. The due diligence fee is non-refundable.

Extra requirement for Canada FoundationLaura Boden2026-04-01T10:20:15+00:00

Extra requirement for Canada Foundation

An Agent’s Agreement must also be completed for the Canada Foundation before we can establish your fund. See the Canada Foundation web page for more information.

STEP 3

Fundraise

Accept donations via card using an online form, cheque, wire transfer, or stocks and securities. This can be for general purposes, or you have the option to create specific campaigns. Donors will receive a local tax receipt as appropriate.

STEP 4

Receiving a grant

Grants are paid into your designated bank account on a monthly basis for all Foundations.

THE BEST FIT

Foundation Membership Levels

All memberships include:

Embeddable branded donation forms
Notifications to you when your fund receives a donation
Monthly granting of funds
Local tax receipts for donors as appropriate
Self-service portal to view your fund’s activity
Download donation reports on demand

Trial Fund

£0

Ideal for one‑off donations or getting started before moving to an annual plan.

There is a 8% retention rate.

Starter Fund

£700 pa

Best option if you want in-country donors to be eligible for tax benefits

There is a 4.5% retention rate.

Professional Fund

£2,500 pa

For an in-country presence and expecting to receive high value donations

There is a 2.5% retention rate.

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).

Is there a discount if I join more than one Foundation?Laura Boden2026-10-15T14:48:38+00:00

Ready To Apply?

Select the appropriate button below to begin your onboarding.

I’m located in the UK (VAT applies)

I’m located in the rest of the world (No VAT)

If you would like more information, please contact enquiries@chapel-york.com