Charity Partner

Service Capability Areas

Cadent is seeking information on suppliers' capabilities across the following areas. For each area, please describe your organisation's experience and approach.

Charity Law & DAF Guidance

• oAbility to provide guidance on charity legislation, charitable fund administration, and the operation of a Donor‑Advised Fund (DAF).

Donor‑Advised Grant Distribution

• oCapability to accept funds into a DAF and act on donor recommendations for distributing grants to charitable causes.

Branded DAF Management

• oExperience managing and administering a branded DAF (e.g. "The Cadent Foundation") holding irrevocable donations and distributing funds in line with the Charity Partner's charitable objects.

Broad Charitable Scope

• oBe able to fund any charitable purpose for public benefit, including internationally.

Trust Administration Capability

• oConfirmation of authorisation to administer charitable trusts and applicable fee structures

Governance & Advisory Support

• oAttend relevant board or committee meetings as an impartial advisor, providing expert guidance on DAF governance and compliance.

Due Diligence & Compliance

• oConduct full due diligence on all grant recipients, including charity verification and compliance with UK charity law.

Reporting & Statements

• oProvide regular statements (e.g. monthly) showing donations received, grants made, fees charged, and the current balance of the DAF.

Online Fundraising Platform

• oTo enable users to raise money through fundraising, with key services including creating donation pages, organising events, and processing payments for charities.

The information contained herein is provisional and may be amended or updated.