CADF

Smart global giving

MEET THE CAF AMERICAN DONOR FUND TEAM

We look forward to working with you and supporting your giving.

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Meet the team

Mark Greer

Mark Greer

Head of Private Clients

Mark joined CAF in 2016 to lead the CAF American Donor Fund team, working with private clients and their families to help achieve their philanthropic goals around the world. Today his role encompasses leading CAF’s entire Private Client proposition, including both the CAF Charitable Trust and CAF American Donor Fund teams.

Mark has spent much of his professional life working with people to help them realise their philanthropic ambitions. Mark’s knowledge includes philanthropy and philanthropy advice, social investment, fundraising, major donors, cross boarder giving, donor advised funds and other charitable giving vehicles.

Prior to joining CAF, Mark worked as Philanthropy Director at UK Community Foundations and the CEO of the Beacon Awards for Philanthropy. Earlier in his career, Mark led programmes engaged in intercultural work and community development as well as working for a British MP and an ultra high net worth family in Miami, Florida.

Mark Greer
Head of Private Clients

Contact Mark via email or telephone on +44 (0) 3000 123 150

Helen Westgate

Helen Westgate

Client Manager

Helen is the primary point of contact for our clients and helps to plan and support their giving. Helen brings many years of wealth management experience to the team.

Before joining CAF, Helen worked at UBS for seven years and has ten years of wealth management experience, having previously worked for Cheviot Asset Management. At UBS, she was responsible for the day-to-day management of portfolios on behalf of high net worth individuals, primarily resident in the UK.

Helen Westgate
Client Manager, CAF American Donor Fund

Contact Helen via email or telephone on +44 (0) 3000 123 150

Eliza Tang

Eliza Tang

Client Manager Assistant

Eliza assists Helen to help with our clients’ enquiries. Prior to joining CAF, Eliza worked as a translator and interpreter for the local council. She holds a degree in Politics and International Relations from the University of Kent and speaks five languages.

Eliza Tang
Client Manager Assistant, CAF American Donor Fund

Contact Eliza via email or telephone on +44 (0) 3000 123 150

Chris Purvis

Chris Purvis

Administrator

Chris is our primary point of contact with beneficiary organisations and works with them to ensure our clients’ donation requests are facilitated quickly and stay compliant with US and UK rules.

Chris has many years’ experience working for financial organisations. Before joining CAF, Chris worked at Fidelity International for six years. At Fidelity, he was part of the FX/MM and Bond Trade Processing and Reporting team and was responsible for the accurate settlement and reporting of large value trades.

Chris Purvis
Administrator, CAF American Donor Fund

Contact Chris via email or telephone on +44 (0) 3000 123 150

CAF American Donor Fund

Want to know more?

CONTACT THE CAF AMERICAN DONOR FUND TEAM

Call our expert team on +44 (0) 3000 123 150. Telephone lines are open Monday to Friday, 9am to 5pm UK time (excluding UK bank holidays).

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