Dana Saver – Triodos Charity Saver

Who can open a Triodos Charity Saver Account?

You can open a Triodos Charity Saver account in your name if you’re over 16, and have £100 or more to save. Or if you want, you can open an account jointly with your partner, a friend or family member over 16.

Interest and tax exemptions

The interest rate is variable, calculated daily and paid twice a year. You can opt to donate some or all of your interest to your chosen charity. Interest is taxable, but if you’re a UK tax payer, you can Gift Aid your donation. You may also be eligible for exemption. You can apply for exemption by downloading the necessary forms from the HMRC website.

For UK residents, complete and return your application with form
R85 Getting your interest without tax taken off .

For overseas residents, complete and return your application with form
R105 Application for a not ordinarily resident saver to receive interest without tax taken off .

Withdrawals

You can make unlimited withdrawals without penalty but you need to give 33 days’ notice.

Manage online or by post

To make life easier and more convenient, you can choose to manage the Triodos Charity Saver Account online, or if you prefer, by post.

Open an account

You can apply for a Charity Saver account simply by clicking the button below.