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
 Yes
Third party benefactors
e.g. an employer or connected private foundation		 No Yes1,2 

Accepted assets 
Foreign currency holdings No -
GBP only		 Yes -
USD and EUR
Shares Yes2  Yes2 
Non-cash assets No Yes1,2 
Offshore funds Yes1,2  Yes1,2 

Growing assets 
Invested Gift assets
 No Yes2 

Granting 
Overseas giving
 Yes Yes
Anonymous giving available Yes Yes 
Non-registered charity organisation verification
ie. social enterprises and other civil society organisations		 Yes1  Yes
Alternative finance structures
e.g. loans, multi-year grant agreements, social investments		 No Yes1 
Tailored philanthropy advice and impact reporting No Yes1 

 Service
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%
1 additional charges may apply – please request more detailed information
2 restrictions apply