How much do you charge?

The fees we charge our allow us to cover the cost of our grant-making operation and to manage and administer donors’ funds effectively and efficiently. Trustees may retain the following from donations to the Fund and use it as a contribution towards the operating costs:

  • Unrestricted/Geographic Funds - 3% of the capital on receipt and thereafter no more than 1% of the market value of the Fund per annum
  • Restricted/Donor Advised Funds – between 3% and 5% of the capital on receipt depending on the nature of the arrangement and thereafter no more than 1.25% of the market value of the Fund per annum
  • Flow-through funds - 10% of the value of the fund
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