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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 all of CAF’s 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 border 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

Joe Crome

Joe Crome

Senior Manager

Joe joined CAF in 2020 to lead the CAF American Donor Fund. Joe’s role as Senior Manager includes working with clients and their families who are dual tax payers in the US/UK to support their philanthropy, as well as having responsibility for leading the growth and awareness of the CAF American Donor Fund.

Joe has spent his career working within the charity sector, with particular experience in philanthropy, grant-making and fundraising. Prior to joining CAF, Joe was the Director of Philanthropy at the Community Foundation for Surrey, working closely with families, businesses and trusts who wanted to give back to their county through establishing donor advised funds. Joe also previously led two charities for young people which provided him  with valuable front line experience of the issues impacting our communities and how funding can be used most effectively to support solutions which make a difference.

In his spare time, Joe also has previous experience as an elected District Councillor in Surrey, serving a term on Mole Valley District Council between 2016-2019.

Joe Crome
Senior Manager, CAF American Donor Fund

Contact Joe via email or telephone on +44 (0) 3000 123 350

Annabel Broome

Annabel Broome

Private Client Manager

Annabel manages a portfolio of clients with a focus on providing strategic philanthropic support, tailored around each client’s unique vision and needs.

Annabel is passionate about maximising impact through engaging a wider collaborative in achieving the UN’s 17 Sustainable Development Goals together, and contemplating the out workings for change by exploring new initiatives such as impact investing opportunities.

Annabel’s multi-dimensional experience brings added value to her role as Private Client Manager; having worked in the accounting industry and gained a first class degree in Accounting & Finance, as well as working in the charity sector and more recently with dual qualified donor advised funds. Annabel’s philanthropy experience includes a cross section of complex grant-making, non-cash gifts, legacy giving, charitable trust conversions and corporate giving. In her own time, Annabel loves to be creative with painting and up-cycling projects.

Annabel Broome
Private Client Manager, CAF American Donor Fund

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

 

Chris Purvis

Chris Purvis

Private Client Service Support

Chris works as part of the Private Client Service Support team to support clients within CAF American Donor Fund and CAF Charitable Trusts, including helping to process incoming gifts and donations on to charities.

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
Private Client Service Support

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

Natalie Williams

Natalie Williams

Private Client Service Support

Natalie works as part of the Private Client Service Support team to support clients within CAF American Donor Fund and CAF Charitable Trusts, including helping to process incoming gifts and donations on to charities.

Prior to joining CAF, Natalie has spent her career supporting small and medium enterprises in the Business Banking sector. She is passionate about finding ways to improve customer service and is a keen hockey player in her spare time.

Natalie Williams
Private Client Service Support

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

Keeli Jones

Keeli Jones

Private Client Service Support

Keeli works as part of the Private Client Service Support team to support clients within CAF American Donor Fund and CAF Charitable Trusts, including helping to process incoming gifts and donations on to charities.

Keeli joined CAF in 2016 as part of the Trust Finance team before moving into the new role of Private Client Service Support. Prior to joining CAF, Keeli spent nearly 10 years at PWC as a client administrator with teams throughout the organisation.

Keeli Jones
Private Client Service Support

Contact Keeli 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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