The Gift Trust has a tiered fee structure based on your Gift Account balance:

  • First $100,000: 2% fee (minimum annual fee of $300 applies)
  • Next $400,000: 1.25% fee
  • Over $500,000: 1% fee

Additional fees

Transaction fees apply for donations to international and non-registered charities and on smaller accounts making more than one donation a year. Other special fees may also apply depending on the nature of your giving.

  • Accounts below $50,000 can make one donation distribution to charity per year for free but any more are charged a transaction fee of $50 per donation.
  • Transaction fee of $100 for donations to non-registered or international charities.
  • If 80% or more of the funds contributed to a Gift Account are distributed during the year we will charge a fee of 2% of the total funds contributed.
  • Gift Accounts managed by a financial adviser will be subject to further investment fees, as set by the financial adviser (see our Investment Options document).
  • Bespoke charitable research such as finding charities in a particular sector or developing a philanthropic strategy will be charged at $150 per hour.