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Source verified September 30, 2026
Master Charitable Trust
Efficient charitable giving for businesses
Latest source updateLast Update: October 13, 2026Latest change: The Master Charitable Trust now describes donor access changes, new fee rates, and updated contact guidance for non-customers.View change
Latest source update
Last Update: October 13, 2026
Latest change: The Master Charitable Trust now describes donor access changes, new fee rates, and updated contact guidance for non-customers.
Master Charitable Trust updated
The Master Charitable Trust page now says donors, rather than only customers, can establish a Giving Fund, and the contribution rules now limit gifts to cash, listed shares, and unlisted shares. It also adds a fee table with rates of 0.5% up to £2m, 0.2% for £2m-£10m, 0.15% for £10m-£20m, and 0.1% for £20m+, plus new guidance for non-customers to call the Trust team directly. The page also states that the Master Charitable Trust was established in 2011.
Funding available
Varies by project
Deadline
Open continuously
Location
Canada
Overview
The Master Charitable Trust is a donor advised fund for companies to organise charitable giving efficiently. It supports donations to UK charities, international causes, and other charitable organisations, with contributions that can include cash, shares, property, and art.
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Opportunity Score
Moderate potential, but conditions must align.
At a glance
Funding available
Financing goals
- Develop strategic partnerships
- Increase social or community impact
- Improve governance or administrative structure
Eligible Funding
- Varies by project
Funds Providers
Eligible candidates
Eligible Industries
- All industries
Location
- Canada
Legal structures
- All legal structures
Annual revenue
- All revenue ranges
Organisation size
- All organization sizes
Audience
- All groups
Next Steps
1
Determine your project
Availability timeline
2026
Periods: 1
Activities funded
- Establishing and managing a donor advised fund.
- Making charitable grants in the UK and internationally.
- Supporting charitable work through direct gifts, donation vouchers, or standing orders.
Documents Needed
- Letter of Wishes
- Terms and Conditions
- Supporting information for donations to non-charitable bodies or overseas charities, where applicable
Official resources
Eligibility
Who is eligible?
- Individuals.
- Companies.
- Families.
- Applicants do not need to be customers of the bank.
Eligible expenses
- Administration and management of the Giving Fund.
- Investment management of fund assets.
- Legal or due diligence costs for certain donations, where agreed in advance.
- Audit-related fees allocated to the Trust.
Ineligible Costs and Activities
- Activities or payments that do not serve charitable purposes.
- Distributions that fail to meet public benefit requirements.
Eligible geographic areas
- United Kingdom
- International
How to apply
- Grant recommendations can be given to Hoares Trustees Limited by phone, email or letter, or at meetings.
Processing and Agreement
- Applications are reviewed by Hoares Trustees Limited.
- The trustee has absolute discretion over onward distributions and investments.
- Approved arrangements are governed by the Trust terms and the Letter of Wishes.
Additional information
- The fund is administered by Hoares Trustees Limited.
- Contributions can be added to the fund at any time.
- Donations can be made by business owners, directors, and employees.
- Fees are transparent and competitive.
Contacts
Frequently Asked Questions about the Master Charitable Trust Program
What is the Master Charitable Trust?
The Master Charitable Trust is a donor advised fund for companies to organise charitable giving efficiently. It supports donations to UK charities, international causes, and other charitable organisations, with contributions that can include cash, shares, property, and art.
What is the deadline to apply?
The program is accepting continuous intake
Who is eligible for the Master Charitable Trust program?
To be eligible for the Master Charitable Trust program, you must:
Company-based charitable giving.
Use for charitable purposes.
Named Giving Fund setup.
What expenses are eligible under Master Charitable Trust?
Establishing and managing a donor advised fund.
Making charitable grants in the UK and internationally.
Supporting charitable work through direct gifts, donation vouchers, or standing orders.
Who can I contact for more information about the Master Charitable Trust?
You can contact Trust Under the Will of C Hoar for St Andrew's by email at MCT@hoaresbank.co.uk or by phone at +44 (0)20 7353 4522.
Where is the Master Charitable Trust available?
The Master Charitable Trust program is available across Canada.
Is the Master Charitable Trust a grant, loan, or tax credit?
Master Charitable Trust is a Other Support