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?
Frequently Asked Questions
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