Philanthropy Services Fees
What do we do with your fees?
Just like the churches and charities we support, Stewardship is a not-for-profit too.
So when the administrative costs of services are covered, any surplus is reinvested into supporting charitable activities such as training, events and resources.
Fees
Stewardship is a not-for-profit organisation and our costs are always kept as low as possible. We reinvest any extra income into supporting charitable causes such as church planting and training Christian workers. It’s a joy to partner with you in this Kingdom work.
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No account opening fee
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Strengthens Christian causes
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Optional bespoke services available
Additional fees may apply where Stewardship incurs higher costs and fees than standard. This may include, but is not limited to:
- Bespoke philanthropy services
- Higher levels of due diligence in respect of complex outgoing donation requests
Donor Advised Fund fees
Gifts in
| Gift amount in calendar year | Rate |
|---|---|
| Up to £50,000 | 3% |
| £50,001-£250,000 | 2% |
| £250,001 and above | 1% |
There is no annual fee cap for a Donor Advised Fund account
Investment options
| Investment Option | Rate |
|---|---|
| Growth Fund | 0.20% |
| Balanced Fund | 0.20% |
| Threshold amount for opening an Investment Option | £10,000 |
| Subsequent investment/withdrawal minimum | £5,000 |
| Annual minimum fee | No annual minimum |
Grants out
International fees
If you would like to request a donation overseas, an additional deduction will apply. For further information, please refer to the International Fees Table below.
Philanthropy Fund fees
Fees on total assets held (including cash balances and investments)
| Total assets held | Rate |
|---|---|
| Up to £2.5m | 0.6% |
| £2.5m and above | 0.3% |
| Annual minimum fee | £6,000 |
Investment options
Investment Options and Nominated Investment Funds (NIOs) are included in the above and will be classed as part of the total assets held. Please note, for NIOs, there is a one-off set up fee (typically between £3,000-£6,000 depending on complexity).
Grants out
International fees
If you would like to request a donation overseas, an additional deduction will apply. For further information, please refer to the International Fees Table below.
Stewardship America fees
Gifts in
There is no charge to open a Stewardship America Donor Fund. We will make a deduction from gifts into your fund to cover our costs and for ongoing development of the service.
These prices assume that a gift will be received by Stewardship America and then either donated directly to a UK charity, or more often, transferred to a Donor Advised Fund within Stewardship (the operating name of Stewardship Services (UKET) Limited, our principal UK-registered charity).
If you would like to make a gift of £500,000 or more, please contact us.
| Cash gifts up to £500,000 (£ or US$)* | Gifts of US or UK Listed Shares* |
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|---|---|---|---|---|---|---|
| Minimum Gift |
£5,000 single gift or USD equivalent (or £12,000 annually/£1,000 per month) |
£10,000 single gift or USD equivalent | ||||
| Our Charges | 4% of the gift (including Gift Aid) for all gifts up to £500k (or USD equivalent), with a minimum charge of £100 and maximum charge of £5,000 per gift. |
4% of the gift, with a maximum charge depending on the complexity of the shares being gifted. |
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| Other Costs | Your bank may deduct a transfer fee. |
Our broker will make a charge to receive and sell the shares. We will deduct this charge from the sale proceeds before crediting them to your Fund. Your broker may charge a fee for transferring the shares to Stewardship America. |
*Either a single gift or planned gifts over 12 months
Additional fees may apply where Stewardship America incurs higher costs and fees than standard. This may include, but is not limited to:
- Costs associated with the acceptance of non-cash gifts (legal fees, foreign exchange differences, share trading gains/losses etc.).
- Investment charges for balances held within your Fund.
Grants out
International fees
If you would like to request a donation overseas, an additional deduction will apply. For further information, please refer to the International Fees Table below.
Grants from your Stewardship America Donor Fund to partner churches and charities
For grants out of your Donor Advised Fund, minimum values will be as follows:
|
Minimum value for grants to US churches and charities |
US $1,000 |
International fees apply |
| Minimum value for grants to overseas churches and charities |
£1,000 (or USD equivalent) |
International fees apply |
| Minimum value for grants to UK churches and charities (including Stewardship) |
£1,000 (or USD equivalent) |
No additional charges will be taken by Stewardship in relation to their receipt of a grant from Stewardship America into a Stewardship Donor Advised Fund. From your Stewardship account, you can set up regular donations of any amount, with no minimum value. Typically, gifts to UK charities from Stewardship accounts attract no further charges. |
Additional fees may apply where Stewardship America incurs higher costs and fees than standard. This may include, but is not limited to:
- Bespoke philanthropy services.
- Higher levels of due diligence in respect of complex outgoing donation requests.
International fees
If you would like to request a donation overseas, an additional deduction of 1% will apply. This fee is applied at the point of payment to the partner.
If an overseas charity is not yet registered with Stewardship or Stewardship America, the following one-off set-up fee will also be deducted. We’ll validate the charity to ensure that they are eligible to receive funds.
| Where is the charity registered?* | Set-up fee |
|---|---|
| Category A (country score 60+): USA, Australia, Belgium, Norway | £90 |
| Category B (country score 30-59): Argentina, Bulgaria, India, South Africa | £120 |
| Category C (country score 0-30): Iraq, North Korea, Venezuela, Zimbabwe | £180 |
*Categories are based on country scores allocated by the Corruption Perceptions Index
Start your journey with us
For some, it's a desire to bring about change to our local and global communities. For others, it's a response to God's generosity. Whatever your goal, our first step together is to arrange an initial consultation or visit to discuss your philanthropic needs.
