Compare our giving products for individuals


Choose how you want to give with our tax-efficient, flexible giving vehicles.
Contact our philanthropy team to discuss which option is best for you.

Talk to us

     

Donor Advised Gift

Charity Account    

Charitable Trust 
     
     
For one-off giving to a pre-determined charity.

 An account for managing your regular giving. Contribute into the account and distribute out to charities. A donor advised fund for long-term, strategic giving. Includes the options to invest and grow your funds.  
 
 People  Joint signatories No Yes Yes
 Multiple connected account holders ‐ e.g. an entire family  No  No Yes   
 Non‐UK residents  Yes  No Yes     
  Third party donors ‐ e.g. an employer or connected private foundation  No  No  Yes*    
 
 Gift  Foreign currency holdings   No - GBP only  No - all cash receipts exchanged to GBP   Yes - USD & EUR   
 Shares  Yes*†   Yes*†  Yes*†     
  Non-cash assets  Yes*†
  No Yes* 
  
 Offshore funds   Yes*†
  No
 Yes*†
  
 
Grow  Invest assets  No  No Yes*†  
 
 Grant Overseas giving
 Yes* Yes*  Yes
 Anonymous giving available  Yes Yes   Yes
 Non‐registered charity organisation verification ‐ ie. Social Enterprises & other CSOs   Yes* Yes*
 Yes 
 Alternative finance structures ‐ e.g. loans, multi‐year grant agreements, social investments  No  No  Yes*
 Tailored philanthropy advice and impact reporting  No No   Yes*

 Service  Managed by
 Private Client Team
 CAF's contact centre  Pooled Service Model
 Online account management No Yes  Yes
 
 *additional charges may apply ‐ please request more detailed information   
 † restrictions apply		  




Charges

Donor Advised Gift

Charity Account

Individual Trust
Tier (Individual donation value)   Charge  Tier (Cumulative donations over 12 months)
  Charge Tier (Average daily account balances)   Charge
 First £150,000 4% First £150,000  4.5% (GAYE 4%)  First £100,000  1.4% 
£150,000 - £250,000   2.5%   £150,000 - £250,000 3.5% (GAYE 3%)  £100,000 - £500,000 0.75%
£250,000 - £750,000   1.5%  £250,000 - £750,000 2.5% (GAYE 2%)  £500,000 - £1,500,000   0.35%
£750,000 - £1,000,000   0.6%   £750,000 - £1,000,000  1.5% (GAYE 1%)  £1,500,000 - £2,500,000  0.25% 
£1,000,000 - £2,000,000  0.3%   £1,000,000 - £2,000,000   0.5%  £2,500,000 - £5,000,000 0.2% 
 £2,000,000 - £3,000,000 0.2%   £2,000,000 - £3,000,000   0.1% Over £5,000,000  0.15% 
 Above £3,000,000  0.05%   Above £3,000,000  0.05%   
Minimum fee
£400
  Minimum fee
 £600