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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?
Chosen Charity Foundation Name
Does the client require philanthropic advise?
What purposes interests the donor?
Are there any charities the donor would like to give grants to?
How frequent does the donor wish to give grants?
Chosen Charity Foundation Name*
Donor First Name*
Donor Last Name*
Donor Date of birth *
Donor Nationality
Address Line 1*
Address Line 2
City / Town*
Postal Code*
Home Phone *
Mobile Phone
Email Address*
Is there a second Donor?
I want to Gift Aid my donation and any donations I make in the future*
Amount of First Donation*
Frequency of Donation*
Are there any Additional Grant Representatives?*
Is there a Successor?*
Name of Charity
Registered Charity Number
Will your client be happy to sign the application form electronically?*

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