Frequently Asked Questions

How do I create a new Donor Advised Fund (DAF) for my client (the Donor)? What fees are associated with setting up a DAF? I do not have a financial adviser how can I create a DAF without one? How does my client claim back gift aid on their donations? How does the client fund their DAF? How does my client request to make a grant? How many grants can be paid from my client’s DAF? What happens if my client leaves my services? Is there a cooling off period? I do not have a financial adviser. How can I create a DAF without one?