Home CAF Bank The Guide to Banking

Finding the Right Bank for Your Charity

The right banking partner can do more than manage money. Download our practical guide to help your charity assess its banking needs, review its options and make informed decisions with confidence.

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Welcome to CAF Bank

The bank dedicated to supporting charities and social purpose enterprises. So we understand what you need.

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Choosing a banking partner is about more than fees, features and transactions. It is about finding an organisation that understands your sector, supports your ambitions and helps you make the most of your resources.

That is why we have created this practical guide for trustees, finance leaders and charity decision-makers looking to review their banking arrangements and better understand what good charity banking looks like.

Inside you'll discover:


  • The key questions to ask when reviewing your banking arrangements.
  • How to assess whether your current provider still meets your needs.
  • Practical ways to strengthen financial resilience and protect your funds.
  • What to look for in a banking partner that supports your mission and future plans.

Complete the short form below to access your free guide and explore how the right banking partner could help your organisation achieve more of its purpose.



Download the guide now

Inside the guide:


  • Practical steps to overcome the most common banking barriers charities face.
  • Clear explanations of what makes charity banking different and why it matters for your organisation.
  • Actionable tips to strengthen governance and manage your finances with confidence.
  • Insights into how CAF Bank supports over 14,000 charities and social purpose enterprises across the UK.

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