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Advisor Company*

Advisor Name*

Advisor Email Address*

Advisor Phone Number*

Money Laundering Checks Complete*

Is the Donor(s) a Politically Exposed Person (PEP)

Which custodian will the Charity Foundation be held with?

Is this for a Corporate DAF?*

Does the client require philanthropic advice?

What purpose interests the donor?

Are there any charities the donor would like to give grants to?

How frequent does the donor wish to give grants?

Donor First Name

Donor Last Name*

Donor Date of birth

Donor Nationality

Address Line 1

Address Line 2

City / Town

County

Postal Code

Country

Home Phone

Mobile Phone

Email Address

Occupation/Business

Chosen Charity Foundation Name

Is there a second Donor?*

Eligible for Gift Aid?*

Amount of First Donation*

Frequency of Donation*

Are there any Additional Grant Representatives?*

Is there a Successor?*

Will your client be happy to sign the application form electronically?*

All fields marked with a * must have a value in order to complete this form