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We are a leading charity, working at the centre of the giving world. We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work.

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Home Insights Research The Philanthropy Advantage Report 2025
INSIDE GIVING

The Philanthropy Advantage: How Advisers Can Empower Client Giving

Explore high-net-worth individuals’ views on the importance of philanthropy, and the role advisers can play leading more charitable giving conversations with their clients.

With responses from UK advisers and high-net-worth individuals, our latest report allowed Charities Aid Foundation (CAF) to compare insights from both sides and identify opportunities for advisers to better support their clients on charitable giving.


Our report unveils that:


  • 60% of high-net-worth individuals say it is important advisers understand philanthropy
  • Up to two-thirds of high-net-worth giving may be taking place without financial advice
  • Value is truly delivered by philanthropy conversations

Are advisers ready to lead them?


    Download the report now


    Inside the report:


    • Insights on high-net-worth individuals’ expectations on philanthropic advice.
    • Tips for advisers on how to approach philanthropic conversations.
    • Key insights on ways to structure giving, including Donor Advised Funds (DAFs) and how to de-risk giving.
    • The critical role advisers can play reinvigorating the UK’s culture of giving. 

    Better giving starts here


    Every CAF story starts somewhere.


    For Trevor Dickety, it was discovering how he could break the cycle of female poverty for beekeepers in Burkina Faso. Our Private Client team verified the long-term impact of his support and helped him deliver it all through his Charitable Trust.

    Services for professional advisers

    At CAF, we help you realise your clients’ giving ambitions – offering seamless support and expertise to strengthen your own. 

    Learn more

    CAF would like to thank the team at LGT for helping source some participants among their adviser network. Please click here to see some of the organisations that took part in our research.

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    For all media enquiries, please visit our media office or email us.

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    For information about how CAF handles your personal information, please see our Privacy Notice.

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