Choose how you want to give

Compare our tax-effective, flexible giving vehicles.

Compare the features and fees of our giving vehicles for UK taxpayers. Contact our philanthropy team to discuss which option is best for you.

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CAF Donor Advised Gift

A simple way to make a large, one-off or occasional charitable gifts.

CAF Charitable Trust

A flexible, secure giving vehicle for managing long‐term giving.

Available to

Additional signatories  
Yes Yes
Multiple connected donors
e.g. an entire multi-generational family
No Yes
Non-UK residents Yes
Third party benefactors
e.g. an employer or connected private foundation
No Yes1,

Accepted assets 

Foreign currency holdings No -
GBP only
Yes -
Shares Yes Yes
Non-cash assets No Yes1,
Offshore funds Yes1, Yes1,

Growing assets 

Invested Gift assets
No Yes


Overseas giving
Yes Yes
Anonymous giving available Yes Yes 
Non-registered charity organisation verification
ie. social enterprises and other civil society organisations
Yes Yes
Alternative finance structures
e.g. loans, multi-year grant agreements, social investments
No Yes
Tailored philanthropy advice and impact reporting No Yes


Service managed by
CAF's private client philanthropy experts  CAF's private client philanthropy experts
Online account management No Yes 

 Fees and charges

Charging basis
on each receipt daily on average balance, charged quarterly
Minimum fee £400  £150
Minimum term  none 3 years
Fees charged on a cumulative basis (stated % applies to each value band)

< £22,000
< £35,000 4%   
< £100,000   1.2-1.5%
< £123,500 2%  
< £200,000 1%  
< £500,000 0.5% 0.75%
< £5,000,000  Bespoke  0.25% 
£5,000,000 +   0.2%
additional charges may apply – please request more detailed information
restrictions apply