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
£120
£375
Incoming gift fee
2 - 3%ii
-
-
Maximum annual fee
£1,300
Unlimited
Unlimited
Gold Account
CAF Charitable Trust (Standard)
CAF Charitable Trust (Premier)
1.2%iii
1.5%iv
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
£1,200 annually
£1,500 annually
Balance transfer of £250,000
One-off £400
£2,325 annually
£2,625 annually
Balance transfer of £5,000,000
One-off £400
£15,450 annually
£15,750 annually
Comparison completed on 28.08.2014 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.