A charitable legacy is a gift that someone leaves to a charitable organisation in their will.

They’re one of the most effective ways to help donors make a lasting difference to your cause.
There’s a lot to consider with charitable legacies, including:
  • Does your charity have the knowledge in-house to run an effective legacy programme?
  • Can your charity handle the admin required to process legacies or provide a legacy programme?
  • How can your charity promote legacies alongside other fundraising activity?
  • Do you need help knowing where to start?


Use our charitable legacy service

Let us do the work for you. After all, an experienced Legacy Officer can save a charity between 3% - 5% of its total annual legacy income*

Help you with legacy fundraising

Our expert team can help you to develop a legacy fundraising strategy to tap into a new source of funds.


Our experience means that you can trust us to take care of your legacy programme, leaving you free to focus on what you’re good at – supporting your cause.

  • You don’t have to do the admin associated with legacies, or invest in specialised training
  • Donors can leave a legacy, safe in the knowledge that CAF - as an independent third party - will handle the process sensitively    
  • Creating a charitable legacy through us is simple and flexible for donors



  • Why have I received money from CAF?

    Your charity has been named in an individual’s Letter of Wishes. This means that they’ve asked us to distribute an amount of money to your charity.

  • Why can’t I get direct contact with our donor’s estate?

    Our Letter of Wishes is a private document, which provides confidentiality to your donor and their family. This means we won’t pass on their details to beneficiary charities.

  • Are we getting all that we were gifted?

    We’ll distribute funds from the donor’s estate exactly according to their wishes.

  • I want to start a charitable legacy programme for my charity – what’s the first step?

    Our charitable legacy service means that we do the work for you, saving you time and money.

    We can provide advice if you’re looking to set up your own legacy programme.

    You can also visit these useful websites:

Can’t find the answer to your question?

Contact our team; we're happy to help.

Get in touch
CTA Banner snow angel

Want to know more?

Talk to our team today

Contact our expert team who can help you with all aspects of charitable legacies.

Contact the team


Our publications

We produce research on charities and charitable giving to help charities understand the sector - and to thrive.

Starting a charity

Be inspired to make a real difference to the causes you care about.

Diversifying your income

Fundraising comes in many forms; we’ve got some ideas on how to bring in money for your charity.


We offer a full range of financial services designed specifically for charity and not-for-profit organisations. Here are some that may be of interest to you.

Use CAF Donate to reach your donors

Fundraising tools

Our digital donation platform helps you reach more people, and process their donations quickly and hassle-free.

Meet CAF Donate
Find out about our savings accounts

Savings accounts

From instant access to fixed-term deposits, we can help you make the most of your charity’s money.

Smart savings for charities


If you’re looking for funding, we could have a grant programme which suits your needs.

Learn more

Social investment

We’re one of the most innovative and affordable social investment providers in the UK.

Funding for social impact