Private clients

CHART A COURSE OF CHARITABLE GIVING

We offer a smarter, easier way for you to give your money to the causes you care about.

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Join our CAF Resilience initiative. Your donations can help small and medium UK charities grow more resilient.

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HOW WE CAN HELP YOU

Combining your vision and our expertise to help transform lives around the world.

We offer tailored philanthropy services, knowledge and expertise, to help you fulfil your charitable ambitions. We work with over 2,000 high net worth individuals in a variety of ways, from providing valuable administration of their charitable giving through to expert advice on their long term giving strategy.  

Meet our Private Client team

Our dedicated Private Client team provides expert advice, to support you on your giving journey.

Meet the team

WHY GIVE THROUGH US?

Efficient

Our giving vehicles are easy to set up so you can start giving sooner.

More benefits

Tax effective giving options

From share gifting to dual taxpayer funds, we will help you ensure your giving goes further.

Start gifting shares

Give to charities around the world

We work with our clients to increase the flow of funds to charities across the world.

Give global

Access to specialist charity advisors

Our expert advisors can help you get the most from your philanthropy at any stage of its development.

Get expert advice

START GIVING WITH OUR DONOR ADVISED FUND

Our clients help transform the world with their donations and we help maximise their impact.

Our CAF Charitable Trust clients gave £164 million last year to charities in the UK and around the world. The CAF Charitable Trust is our donor advised fund and it allows our clients the flexibility they need to reach their philanthropic ambitions, transforming the world with their funding of local community causes through to global initiatives.

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GIVING SOLUTIONS THAT WORK FOR YOU

Social investment

We help you support causes you’re passionate about by lending your charitable funds to charities and social enterprises.

Become a social investor

Help small charities weather storms

Support our new initiative and your donation will help small and medium UK charities grow more resilient.

Find out more and donate

Create a lasting legacy

Leave a gift to charity in your Will and achieve great social impact around the world for years to come.

More about our legacy service

DO YOU PAY TAX IN THE UK AND US?

Tax-effective giving for dual UK and US taxpayers.

If you are an individual paying tax in the UK and US and you're looking for a smart, tax-effective way to achieve greater impact with your philanthropy, we can help.

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FOR ADVISORS

We've developed formal and informal partnerships with a range of advisors including wealth managers, solicitors, accountancy firms and Will writers. Our philanthropic expertise and tailored giving solutions can provide a unique offer to your clients and help you deepen existing relationships.

  • Why offer charitable planning?
    Advisors who offer a full charitable planning service differentiate their business from their competitors. But more important than that, it can deepen and strengthen existing relationships and meet an increasing demand for charitable planning advice.
  • How can we work with you?

    If your clients are starting to think about charitable giving, they may be thinking of asking you the following questions:

    • I want to set up a foundation to support a specific cause, what are the next steps?
    • I want to start giving overseas but want to ensure my donations go to verified international charities, how do I do this?
    • What is the most tax effective way I can give to charity so I can make the most of my charitable giving?
    • I would like to leave multiple charitable legacies in my Will, how do I avoid all the administration that goes with it?

    By partnering with us, we can answer the above questions and many more on your behalf.

     

  • I'm interested, what are the next steps?
    Contact our Private Client team and we would be delighted to start a conversation with you, whether you are looking for informal advice on a client's charitable giving or you're exploring the possibility of setting up a more formal partnership that works for you and your organisation. Our team can help you achieve your clients' philanthropy ambitions now and in the future. Call us on 03000 123 028 (lines are open Mon-Fri, 9am-5pm excluding bank holidays) or email us.

Want to provide added value to your clients?

Find out more about how we can work together.

Visit our advisors' hub

Start a conversation with us today

CONTACT THE PRIVATE CLIENT TEAM

Call us on 03000 123 028 (lines are open Mon-Fri, 9am-5pm except bank holidays).

Email us

PHILANTHROPY INSIGHT

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ACCESS WORLD LEADING RESEARCH INTO CHARITABLE GIVING  

Our philanthropy resource hub gives you access to our latest research for free. You can gain the latest insight from our think tank and keep up-to-date with the progress of our transformative campaign activity.

 

Resource hub

Access our latest research, white papers, videos and blogs.

Visit our resource hub

Beyond Integrity


Beyond Integrity is a new report that explores how some companies across the world are going above and beyond their traditional role to protect civic space.

Giving Thought blog


Our Giving Thought think-tank looks at key issues affecting civil society, philanthropy, social investment and new technologies for social good.

Donation States


Our report provides an international comparison of the tax treatment of donations, comparing the tax incentives on offer for giving and the system through which they are offered in 26 nations.