The Charity Service provides services to donors to support their long-term charitable giving.
Our services include:
Donor Advised Funds
We understand that giving large amounts of money to multiple charities can be time-consuming and administratively burdensome.
Our donor advised funds take the hassle out of long-term charitable giving by:
We invest funds and grow them tax-free to support your long-term charitable giving. We always invest funds ethically because monies intended for good causes should make a positive difference to society and the environment.
You can give with confidence knowing that we carry out checks on every charity.
We provide regular statements listing all your contributions, grants, fees and investment performance. We also work seamlessly alongside your other advisors when required.
You can open a Donor Advised Fund with The Charity Service with an initial donation of £250,000 (including Gift Aid). If you are a top-rate taxpayer and are eligible to claim Gift Aid, a £250,000 donation may only cost you £137,500.
To find out more about our Donor Advised Funds, please book an appointment with one of our team.
Philanthropy Advice Service
We know that donors care about the causes they support and want to get the most out of their charitable giving. We also understand that choosing charities can be overwhelming and that it is often difficult to access trusted information and guidance.
We offer philanthropy advice services tailored to your unique personal values and interests.
Our expert advisors will help you to:
With our help, you can make informed decisions and maximise the impact of your giving.
Our expert advisors have a deep knowledge of the charity sector. We also draw upon research-based evidence for all our advice.
We aim to make the giving process enjoyable and fulfilling, and we love working with thoughtful and engaged donors.
To find out more about our Philanthropy Advice Service, please book an appointment with one of our team.
Read the latest articles on philanthropy from The Charity Service.
The minimum initial donation required to open a Donor Advised Fund account is £250,000. If you are a top rate tax payer and are eligible to claim Gift Aid, a £250,000 donation may only cost you £137,500. Once your account is opened, additional contributions can be made at any time thereafter in amounts of £5,000 or more.
The diagram below summarises how a Donor Advised fund works.
The Charity Service is a registered charity established to support philanthropic giving. We are not looking to make a profit, but aim to cover our costs. Each Donor Advised Fund is subject to a quarterly account administration fee which is levied on the value of the fund. Our fee rates are tiered and, for the largest funds, can be as low as 0.15% per annum. We also make small charges for overseas and other specialist grants as this usually requires us to perform additional due diligence checks. Where funds are invested, funds are also subject to the investment manager’s fees.
Yes, absolutely. When setting up a Donor Advised Fund, you can nominate advisors and successors on your account. This means that family members can get involved now and/or in the future. These arrangements can also be changed, so as your personal and family circumstances change you can reflect these in your fund.