Named Fund - Switzerland Foundation

For all funds we provide:

• A professional, local team to answer questions
• Notification to you of donations received
• Receipting of donations to donors
• The Knowledge Pack, a central hub of information
• Quarterly granting from our Foundation
• A listing on the Foundation directory and donate page
• Access to our international fundraising team
• Confidence that all of Chapel & York is looking after you

A Named Fund membership gives you more personalisation and flexibility than an Affiliate Fund:

• 1% of donations received is retained by the Foundation
• Monthly donation reports
• Access donor/donation and grant data on demand via the ‘Donation Portal’
• You may elect to receive gross grants, meaning your organisation receives 100% of the donations received for your Fund. We invoice your organisation for the retention and processing fees separately
  
  

Optional add-ons:

Donation Forms 

Fully customisable, embeddable donation forms that give your donors a branded and seamless giving experience. Make changes as you’d like, and as often as you like.

• Standalone or embeddable donation forms.
• Fully customisable, including branding and imagery.
• Secure payment processing.
• Access a dashboard with full donation form donation history.
• Automated receipts sent to donors.
• Notifications of donations received sent to you.

 

Fundraising Pages

Grow your fund with the tools to create successful fundraising campaigns by designing personalised fundraising pages that truly reflect your organisation.

• Create multiple campaigns.
• Customisable campaign pages – including branding, imagery, text and video.
• Secure payment processing.
• Centralised dashboard to monitor activity across all campaigns.
• Goal tracking and progress indicators.
• Automated receipts sent to donors.
• Notifications of donations received sent to you.

 

View discounts and processing fees here. These will be added to the basket at checkout where applicable. Once payment for initial year 1 membership and set-up fees has been received, you will immediately be sent an email with the application form to complete. Please check your junk email folder if you cannot see the email after a few minutes.

In processing your completed application and conducting our due diligence, Chapel & York will review submitted documentation to ensure your organisation is able to receive grants/payments in the appropriate countries. In this process, Chapel & York makes no judgements as to the value of the work you do or the capacity of your organisation to do it. Once we are satisfied your application meets the criteria for each Foundation applied for, the application is passed to the Foundation Executive Director to share with the board your desire to set up a fund. In the event of your application being rejected, you will be refunded the membership fee.

Once the application is approved by the Foundation, you will receive a Knowledge Pack which includes some useful language you can share with donors when talking about your relationship with Chapel & York.

Renewal invoices will be issued in advance of start date, and payment will be required as per the terms stated on the invoice.

Note: 

• Your annual renewal date will be taken from the date of initial payment. 
• The processing fee is non-refundable should your organisation choose not to proceed post payment, or if the application is rejected. Please see the full refund policy here.
• Acceptance of your application will be communicated following completion of the due diligence. 

Prices exclusive of VAT (where applicable)