Chapel & York
Donor-Advised Funds

A global suite of services for donors and their advisors

Chapel & York DAF

Trusted services for flexible tax‑effective giving

Chapel & York have a suite of services which can help you as an advisor fulfil the philanthropic needs of your clients whilst retaining your relationship with them and, where appropriate, the management of their funds.

Our network of Foundations in the US, UK, Canada, Switzerland, the Netherlands, France, Australia and Hong Kong allow your clients to enjoy tax effective and flexible giving at a time that suits them and their philanthropic goals.

Strengthen client relationships, expand your service offering, and retain assets under your management.

Why should you offer Donor-Advised Funds (DAFs)?

DAFs are now the fastest-growing charitable giving vehicle in the world, outpacing private foundations and traditional endowments. It’s something private client advisors can’t afford to ignore. Today’s clients want to give back – but they also want impact, flexibility, and simplicity.

At Chapel & York, we provide the tools you need to meet and exceed client expectations whilst retaining your trusted advisor relationship with clients and their funds.

We provide a global infrastructure, an integrated digital solution and onward implementation which allows you to offer a DAF which meets your needs as an advisor as well as a client’s needs to achieve their philanthropic goals worldwide.

A DAF with Chapel & York (1)

Give strategically with maximum tax benefits, while keeping grant timing flexible.

A DAF with Chapel & York (2)

Have a robust dashboard through which donations and grants can be made.

A DAF with Chapel & York (3)

Support multiple causes across borders with one efficient structure.

A DAF with Chapel & York

Invest philanthropic capital responsibly in funds you and they choose for their DAF.

Why Work with Us?

Chapel & York offer a comprehensive menu of services which will create, differentiate or increase your philanthropic offering. We can provide you and your clients:

  • A global philanthropy solution through our network of Foundations in the US, UK, Canada, Switzerland, the Netherlands, France, Germany, Australia and Hong Kong.

  • Tax-efficient giving from multiple jurisdictions.

  • A DAF account directly for your client or a DAF account under your firm’s branding.

  • A state-of-the-art white-labelled, online platform to enable your clients to create and manage their DAF.

  • Assets which remain invested by your firm, continuing to generate fees for you. You have full control over investment decisions and the management fees are paid to you.

  • Client-led and sensitive philanthropic advice and planning.

  • Implementation of that advice through identification of charities and non-profits worldwide, due diligence and impact evaluation based on your clients’ philanthropic goals.

Data DAF

We Have the Services You Need

With Chapel & York, we can provide you with our comprehensive, state of the art global philanthropy DAF solution to give your clients everything they require for their philanthropic journey whilst ensuring you maintain the financial and personal relationship with your clients and their charitable activities.

When working with Chapel & York you develop and guide the philanthropic vision for your clients. We provide the legal structures, oversight, global capacity and superb tech to run DAFs for your clients. Plus, we can provide charity identification, due diligence and implementation when needed.

Chapel & York can strengthen your total philanthropy offering by delivering a leading tech solution to manage your
DAF offerings. In addition,
if required we can provide charity identification and implementation services to support your philanthropy advice.

Logo

By working together Chapel & York + DAFTech provides a superb comprehensive global DAF experience to philanthropists and their advisors. With teams and legal entities worldwide, we combine legal, tax, tech and philanthropic expertise to provide a unique range of services with a deep understanding of what philanthropists and their advisors need across global markets.

For almost 30 years, Chapel & York has supported philanthropists, corporations, and advisors in achieving their and their client’s global giving goals. We have worked extensively with charities worldwide in their international fundraising and operations.

Powered by DAFTech. A global leader in philanthropic FinTech. DAFTech provides tailored infrastructure for nonprofits and charitable foundations, supporting everything from CRM and marketing tools to task management, cross-border fundraising, and DAFs as well as other capabilities to run and scale giving programs.

Experts in global philanthropy, delivering seamless giving solutions.

Chapel & York | The Home of International & Philanthropy
Chapel & York | The Home of International & Philanthropy

We provide a superb global DAF experience to philanthropists and their advisors. With teams and legal entities worldwide, we combine legal, tax, tech and philanthropic expertise to provide a comprehensive service with a deep understanding of cultural and regulatory nuances across global markets.

Nancy Bikson, Managing Director, Chapel & York

Get In Touch

Our promise to you is simple: We make global philanthropy effortless, compliant and impactful, empowering you to deepen client relationships, differentiate your services and deliver measurable social change.