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Gold account & CAF Charitable Trust comparison tables

Gold Account

CAF Charitable Trust (Standard)

CAF Charitable Trust (Premier)

£10,000

£10,000

£25,000

Minimum annual fee

£0.00i

£375

£120

Incoming gift fee

2 - 3%ii

-

-

Maximum annual fee

£1,300

Unlimited

Unlimited

Gold Account

CAF Charitable Trust (Standard)

CAF Charitable Trust (Premier)

1.5%iv

1.2%iii

0.75%

0.75%

0.25%

0.25%

0.20%

0.20%

Minimum balance

Annual management fees Balances up to £100,000 Balances between £100,000 and £500,000 Balances between £500,000 and £5,000,000

0.0%iii

Balance above £5,000,000

Example fee calculations

Gold Account

CAF Charitable Trust (Standard)

CAF Charitable Trust (Premier)

Balance transfer of £100,000

One-off £400

£1,500 annually

£1,200 annually

Balance transfer of £250,000

One-off £400

£2,625 annually

£2,325 annually

Balance transfer of £5,000,000

One-off £400

£15,750 annually

£15,450 annually

Comparison completed on 14.06.2013 CAF Charitable Trust fees compiled from https://www.cafonline.org/pdf/1199W_CAF_Charitable_Trust_Fees_0513.pdf

To find out more about switching from other giving providers please visit

www.stewardship.org.uk/switch i

For those clients choosing to invest some or all of their balance in the Pooled Investment Fund a 0.24% annual management fee applies (minimum £250). ii Varies according to gift type (Gift Aid 3% / Payroll Giving 2.5% / Gross gift 2%). Gift fees are capped at £400 per transaction. iii No annual fee is applied to cash balances. iv These fees are charged on a cumulative basis e.g. for the Premier Service, 1.5% on the first £100,000, 0.75% on the next £400,000 and so on.

Gold Account & CAF Charitable Trust Comparison tables’  

CAF fee comparison

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