Go the extra mile for your client's philanthropy

Partner with CAF

Welcome to Charities Aid Foundation – we can help power your business with clients interested in charitable giving. 

                                 
Request a call back

Partner with us and we can bridge the gap between your clients and their charitable goals. As experts in philanthropy with 90 years' experience, we will help plan your client’s giving journey, while minimising the administration and increasing the efficiency of their giving.   

This makes good business sense for you, enabling you to align with your clients' core interests and deepen existing client relationships. Intermediaries - such as financial planners, legal firms and tax advisors - can also outsource their philanthropy services to us.

What we offer:

  • CAF Charitable Trust - our smart, tax effective donor advised fund for clients who want to take a strategic approach to their philanthropy.
  • Investment options - CAF Charitable Trust clients can grow their funds through a range of savings and investment options.
  • Social investment - your clients can help charities thrive and make a bigger impact with social investment.
  • Corporate giving - we help companies deliver greater impact with their Corporate Social Responsibility (CSR) and payroll giving.
  • Charity financial services - we offer a range of solutions designed exclusively for charities, including retail banking and savings products.

Your clients will benefit from:

  • Tax efficiency - we'll reclaim and add Gift Aid for every eligible donation to uplift the amount your clients can donate.
  • Expertise - our team of Private Client Managers are available to help plan, inspire and deliver your client's giving journey.
  • Simplicity - your clients will receive one consolidated statement for all of their charitable giving and can manage their account online.
  • Confidence - we validate the status of an organisation to ensure it is genuinely charitable, so your client's money will make a real difference.
  • Anonymity - your clients can give anonymously, and stay in control of the relationship with the causes they choose to support.

Find out how we can help your business:

 

Back to top

Find out more

To talk to a member of our team today, please call 03000 123 028 (Monday to Friday, 9am-5pm)

(Calls may be monitored/recorded for security/training purposes and by calling you give your consent to this)

Request a call back

Our expert team are on hand to help.

Fill out our online query form

Take your philanthropy further

Read more about the benefits of partnering CAF to support your clients' philanthropy in our handy information sheet. 

Download information sheet

Philanthropy insight

Our research into philanthropic behaviour, ‘The Art of Adaptation’, reveals the value that wealthy people place on philanthropy advice and their expectations of advisers in this space.

Read the report