Our Donor Advised Funds provide you with a simple, flexible and tax-efficient way to manage your long-term charitable giving.

Donor Advised Funds

We offer services to individuals and organisations wanting to engage in long-term charitable giving.

We believe that charitable giving should be a life enhancing experience. We recognise that donors want to spend their time engaging with the causes they love, rather than dealing with the administration of charitable giving. 

Our dedicated Donor Advised Funds provide a single account for all your charitable giving. Accounts can be opened with a starting gift of £250,000.

We deal with all the governance, administration and reporting requirements, leaving you to focus on what donations to make.

Community Activities

We provide a personal service tailored to you.

How our Donor Advised Fund works

  • We set up a dedicated fund with a name of your choosing
  • You transfer in money or shares.
  • We work with you to ensure your giving is done tax effectively, including making gift-aid claims.
  • We place the funds with an ethical investment manager and/or an ethical bank.
  • You tell us what donations you would like to make (or we can administer a grant programme for you).
  • We perform due diligence checks on all donations to ensure your money benefits charitable causes.
  • We make the donations on your behalf and, if you wish, you can remain anonymous.
  • We provide you with regular reports on your donations and funds.

Why use The Charity Service for your charitable giving?

  • We provide a bespoke and personal service to all our donors.
  • We have many years experience advising and supporting donors.
  • We manage all the governance, administration and regulatory reporting requirements, leaving you free to concentrate on the charitable giving.
  • Our fee structure is flexible and competitive. 
  • We are a registered charity established to support philanthropic giving. Our aim is to cover our costs and remain sustainable.

To find out more about our Donor Advised Fund service, please call us on 0330 1330 780.

 

Alternatively, if you have a question, please fill out the form below and one of our advisers will be in touch.

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