What fees are associated with setting up a DAF?
The fee to set up the DAF is a one-off £150 which is deducted from the Donor’s first donation to their DAF.
The ongoing fees for the DAF are set out in the table below and are calculated monthly from the total value of the DAF (including any gift aid payments).
|Fee Rate (per annum)|
|Balances up to £500,000||0.70%
|Balances between £500,001 and £800,000||0.60%
|Balances between £800,001 and £1,500,000||0.45%
|Balances between £1,500,001 and £3,000,000||0.30%
|Balances over £3,000,000||0.20%