For advisors

PUT YOUR TRUST IN US

We're your perfect philanthropy partner - we'll help power your business with clients interested in charitable giving.

Partner with us

Why is philanthropy advice good for your business?

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WE'RE YOUR PHILANTHROPY SPECIALISTS

Working with us means you can offer better value to your clients - at no extra cost.

  • We're already a trusted partner of a wide range of private client advisors.
  • We provide expert philanthropic advice and bespoke giving solutions, including the CAF Charitable Trust, our donor advised fund.
  • We support our partners with a range of first class philanthropy services, to enhance your relationship with clients, without the cost of establishing them.
  • We handle all the administration and set-up, making it hassle-free for you.

Want to know more?

Find out about CAF and the benefits of partnering with us.

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WHY PARTNER WITH US?

Your core focus may not be on philanthropy - that's how we can assist. We'll help you differentiate your business, deepen relationships with existing clients and attract new clients.  

Easy

We act as a philanthropy specialist, handling the administration and set-up, making it hassle-free for you and your clients.

Expertise

Our dedicated team of Private Client Managers provide philanthropic expertise to help you plan and launch your client's giving journey.

Confidence

We validate the status of an organisation to ensure it is genuinely charitable, so your client's money will make a real difference.

Trust

Established over 90 years ago, we support 2,000 private clients and are a trusted philanthropy partner to many private client advisors.

OUR GIVING SOLUTIONS

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CAF CHARITABLE TRUST

We'll plan and launch your client's philanthropy journey, so they can support charitable causes across the world.

  • Strategic - your clients can create a philanthropic fund today and distribute the funds within it to single or multiple causes over a period of time.
  • Flexible - your clients can develop a structured, long term giving plan or make ad hoc donations to causes they are passionate about.
  • Tax-effective - we reclaim and add Gift Aid for every eligible donation to uplift the amount your clients can donate.
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CAF AMERICAN DONOR FUND

Are your clients dual UK and US taxpayers?

If your clients are individuals paying tax in the UK and US, we offer a smart, tax-effective way for them to achieve greater impact with their philanthropy.

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Social investment

CAF Venturesome, our social investment platform, allows clients to use their philanthropic capital to support charitable organisations with affordable finance.

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Legacy giving

Private clients can leave a gift to charity in their Will with the CAF Charitable Legacy Service and achieve social impact around the world for years to come.

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CAF Resilience

Our new programme allows clients to donate to our new programme and help small and medium UK charities grow more resilient.

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The CAF Charitable Trust is a neat, affordable and flexible way for clients to set up their own philanthropic fund, with all eligible tax reliefs, to support the charities they are passionate about. It's a smarter way to be generous!

Henry Cobbe CFA Elston Advisory

FREQUENTLY ASKED QUESTIONS

  • Why offer charitable planning?
    Advisors who offer a full charitable planning service differentiate their business from their competitors. But more important than that, it can deepen and strengthen existing relationships and meet an increasing demand for charitable planning advice.
  • How can we work with you?

    If your clients are starting to think about charitable giving, they may be thinking of asking you the following questions:

    • I want to set up a foundation to support a specific cause, what are the next steps?
    • I want to start giving overseas but want to ensure my donations go to verified international charities, how do I do this?
    • What is the most tax effective way I can give to charity so I can make the most of my charitable giving?
    • I would like to leave multiple charitable legacies in my Will, how do I avoid all the administration that goes with it?

    By partnering with us, we can answer the above questions and many more on your behalf.

     

  • I'm interested, what are the next steps?
    Contact our Private Client team and we would be delighted to start a conversation with you, whether you are looking for informal advice on a client's charitable giving or you're exploring the possibility of setting up a more formal partnership that works for you and your organisation. Our team can help you achieve your clients' philanthropy ambitions now and in the future. Call us on 03000 123 028 (lines are open Mon-Fri, 9am-5pm excluding bank holidays) or email us.

Can't find the answer to your question?

Get in touch with our team, who will be happy to help you.

Get in touch now

Interested in partnering with us?

TALK TO US TODAY

Call our team on 03000 123 028 (lines are open Mon-Fri, 9am-5pm except bank holidays).

Email us

PHILANTHROPY INSIGHT

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Research hub

Access our latest research, white papers, videos and blogs.

Visit our research hub 


The Art of Adaptation

Our research into philanthropic behaviour, ‘The Art of Adaptation’, reveals wealthy donors’ attitudes towards philanthropy advice and their expectations of professional advisers.

Download the report 

Brave New World 2017- Is this Philanthropy’s Finest Hour?


2016 was a year of major political and social change. This presents both challenges and opportunities. Find out more about what these opportunities are and how you grasp them.

Giving Thought blog


The latest on key issues affecting civil society, philanthropy, social investment and using new technologies for social good.

Donation States


Our report provides an international comparison of the tax treatment of donations, comparing the tax incentives on offer for giving and the system through which they are offered in 26 nations.