Give easily and with impact
Effortlessly support the causes that resonate most with your organisation’s values
Maximise your tax efficiency
The Donor Advised Fund for companies simplifies the process of giving from a variety of assets (including cash or shares) allowing you to give with maximum impact
Invest your account balance
Have the option to request that all or part of the balance in your Fund be allocated to Stewardship’s sustainable investments, with the potential to maximise your charitable giving over time
Donor Advised Fund for Companies
Open your account todayGet an easy-to-use account to manage all of your charitable giving. The Stewardship Donor Advised Fund for companies is a simple, effective way for your business to support charities and causes. It’s flexible and allows you to make discreet one-off and regular financial gifts, as well as making gifts anonymously, if preferred.
If you’re looking for a way to foster generosity in your organisation, the account will help you connect employees and stakeholders with causes they care about. You’ll manage all giving from one secure, online account.
Simplify your giving
When all of your company’s gifts are in one place, you can easily track how you support different causes. You won’t need to remember multiple sign-ups or Direct Debits - simply set up new gifts or amend existing ones directly in your online account. Instantly access one transaction statement that summarises your company’s giving.
Flexible and affordable
There’s no fixed monthly fee - we only take a small percentage of your payments to cover the administration. You’ll have the flexibility to set up regular gifts or give one-off gifts, from any of the causes already registered with Stewardship or by nominating new ones. If you already give to specific charities, you can transfer your giving to your account.
Easy access
Access your account online and view your balance and giving history, as well as download an instant account statement at any time.
Give anonymously
If you would like to give to sensitive causes or within your local community, giving can be done anonymously, lessening the focus on company names and corporate relationships.
Features of the Donor Advised Fund for companies
As a charity, we know the giving business inside out, but we won’t profit from your generosity. Light on administration, low on cost, supported by our highly skilled teams, you can trust us to ensure that your giving enhances, and doesn’t burden, your business.
- Have the option to request that all or part of the balance in your Fund be allocated to Stewardship’s sustainable investments, with the potential to maximise your charitable giving over time
- Benefit from corporate tax relief as Stewardship is a registered charity
- Gain interest on balances of over £25,000 or more
Frequently Asked Questions
There is no opening account charge or monthly fee, but Stewardship will retain a small percentage of any payment in you make to cover administration and to be used in the furtherance of our charitable purposes. Find out about our fees.
A Donor Advised Fund for companies is suitable for businesses that give to charity(s) from the company’s income. Our individual Giving, Donor Advised Fund or Philanthropy Fund accounts are for individuals wanting to give from their personal income.
Yes. For our Donor Advised Fund and Philanthropy Fund accounts, we offer three sustainable investment portfolios managed by external asset managers who are regulated by the Financial Conduct Authority (FCA) and aim to generate capital growth over the long term. All the Stewardship Investment Portfolios are managed in line with Stewardship’s Investment Policy. Please see our Terms and Conditions – Giving or contact us to find out more.
Yes, Stewardship can accept gifts of shares and property. As a company, you can gift shares to Stewardship, sell the shares on our behalf and add the proceeds to your Donor Advised Fund for companies account. Gifting shares can qualify as a charitable donation for Corporation Tax purposes. Please note that Stewardship do not accept gifts of shares in your own company. To enquire about gifting shares to be retained in your account or gifting other non-cash assets, please contact our team.
We contact you to ask for confirmation of company payments from the relevant parties before accepting the payment in. Usually, this would take the form of a signed Directors’/ Board Minute and a solvency statement, but we can provide guidance where relevant.
Opening the right account for you depends on your company’s legal structure. The Donor Advised Fund for companies can be set up for a UK Private or Public Limited Company.
As a sole trader you should open an individual Giving Account, Donor Advised Fund, or Philanthropy Fund depending on eligibility, as a private individual.
Whilst Stewardship cannot receive payments from businesses established as partnerships or LLP’s, if an individual partner wishes to give in their sole capacity, they can open a Giving Account, Donor Advised Fund, or Philanthropy Fund as a private individual. If they intend to fund their account with payments from the partnership’s bank account, they must contact the Philanthropy Services Team in advance to discuss further.
At least one director of the company will be the primary user of the Donor Advised Fund for companies. The application form also allows the primary user to nominate another individual as an authorised user for the account. To keep your information secure, only primary users and authorised users will be able to use the Online Service, make payments in to the account, or discuss the account with our team.
If your company is sold, we request that you contact us immediately. Once the company is sold, any funds left in the Stewardship account remain a charitable gift from the company and are not eligible to be transferred to an individual’s Stewardship account. We recommend that the company contacts us to confirm if the new directors will continue to manage the company account or if you wish the remaining funds to be distributed before the business is sold.
We strongly advise that your company set up a Nominations Committee made up of suitably senior staff who are authorised by your Board to decide which charity or charity causes are to be nominated for support from your company account. Meetings of the Committee should be minuted. The Board (or Committee) may decide that one individual from the Company will be authorised to make grant requests to Stewardship.
Yes you can. Stewardship operates as a Donor Advised Fund, and as such any payments you make into your account are added to Stewardship. You can request gifts from those funds straight away or leave them to accrue in the account when you decide who you wish to support. The balance in your account forms a fund from which you can request us to make grants.
Yes. Any balance held in the account that is over £25,000 will gain monthly interest, in line with Stewardship’s interest rate.
Funds to your Stewardship account can be paid from your company bank account by either a Direct Debit arrangement, Debit or Credit Card or, where the amount is substantial, by bank transfer.
Absolutely not. You can request a gift to any non-religious registered charity. We also support a large number of individual Christian workers and Bible college students. The one area of charities we cannot approve gifts to (because it would conflict with our charitable purposes) are charities promoting other faiths and religions.
Generally, not. Stewardship is a registered charity and therefore all payments in to a Stewardship Donor Advised Fund are a charitable gift. These payments become part of our charitable funds and are generally non-refundable. Example exceptions include, but are not limited to: fraud, genuine error, donor vulnerabilities etc. See our Terms and conditions for further details.
Find out more
If you would like to learn more about our Donor Advised Fund for companies, please contact Philanthropy Services for further information.
