heroresized

Giving News Summer 2018

SPOTLIGHT ON FRANK

We speak to Frank Page, Private Client Manager, about what gets him motivated.

Start a conversation with Frank

MEET FRANK

Frank Page, Private Client Manager, tells us more about his journey to CAF, the charities close to his heart and what he's looking forward to at CAF.

Describe your journey into your current role at CAF

After studying Economics and Politics at University, I moved straight into a relationship manager role at Santander. I loved the fast-paced environment of working in a front office capacity, but after two years I decided I wanted to challenge myself in a different sector and moved to CAF.

I have now been at CAF for just over 18 months and I look after each stage of my client’s giving, whether it’s the funding of their CAF Charitable Trust, ensuring funds are managed effectively or donating out to beneficiaries. We also support intermediary partners such as Wealth Managers and Lawyers, allowing advisors to engage with their clients in a meaningful way.

Frank Page_PCM

Tell us a bit more about your client portfolio

My client base is very diverse ranging from CEOs to stockbrokers to authors. Each client has their own individual goals and their means of achieving them vary. This is what makes my role so interesting.

WHAT DO YOU ENJOY MOST ABOUT WORKING AT CAF?

Being relatively new to the charitable sector, it is an extremely welcome change to work with clients who want to have a truly positive impact through their giving. Whether giving locally or making a difference to charity internationally, the clients I work with want to inspire real change in the world.

Charitable giving is an extremely personal aspect of life and people are motivated to give for a huge number of reasons. The clients we work with often come to us with sometimes unconventional but brilliant ideas to the big issues they see around them, and it is down to us to try and put their idea into action.

The client base I manage includes individuals from a number of different professions that have anywhere between £100k to millions of pounds to give away. The ways in which these people engage with their philanthropy varies dramatically. One of my clients has bought residences to house homeless people and has paid for the redevelopment of a cancer ward in his local area, where another works with a charity in an advisory capacity. Both clients are having incredible impact in their own way and it’s inspiring to support them in their giving journey.

Marathon_Running

What charities are close to your heart?

After having family members and friends struggle with their mental health, I feel close to charities like Mind and CALM. In May I ran the Leeds Half Marathon and raised money for Mind, and I hope to do the London Marathon next year for the same cause. I’m also really interested in international development charities that take an innovative approach in the developing world. Five Talents are a great example of this type of organisation; they enable the enterprising poor to set up small businesses by providing business training alongside savings and microloan facilities in East Africa.

What's coming up at CAF that you're getting involved in?

I’m really excited about Giving Tuesday. The day is all about doing good stuff for charity, whether it's donating money, time or just encouraging other people to get involved!

Last year the Private Client team volunteered for Groundwork. We took part in a project in London, where we gardened in St John's Wood, helping to create a green space for a children's reading circle for the local school. For the rest of the day we took part in our own Philanthropy Tour of London where members of the team visited different locations in London, such as the Welcome Trust and the George Peabody Statue. Download our tour map today if you'd like to visit these places.

How can you get involved?

We know you already give so much to charities on an annual basis, but if you would like to get involved with Giving Tuesday this year, you could donate your time or expertise; from tweeting #givingtuesday and being a part of the trend of the day, to letting your favourite charities know how they can become a partner of Giving Tuesday, particularly if you're a Trustee or Chair of a charity. If you have any ideas, or if you want to join us this year, please do get in touch. In the Private Client team we are finalising our plans this year, but all ideas are very much welcome.  

WHAT ADVICE WOULD YOU GIVE ANYONE WHO IS NEW TO PHILANTHROPY?

Philanthropy can be overwhelming for people, especially those who are new to it. It’s frequently said that giving money away effectively is much harder than making it in the first place.

I would say the most important thing for clients to do is work backwards. Start by assessing the big issue you want to overcome, try and understand why the problem exists and then consider what inputs are needed to solve it. Inevitably there will be a several factors that will be challenging to tackle, but by targeting philanthropic capital to these specific areas, donors can have much greater impact.

HOW DO YOU WORK WITH PROFESSIONAL ADVISORS?

We recently published a report that looks into the current status of the donor advised fund (DAF) market in the UK, and we have observed that the popularity of DAFs have grown dramatically in recent years. More and more frequently, professional advisors are coming to CAF to help support their clients’ philanthropic objectives.

We support our intermediary partners with a range of philanthropy services and giving solutions, allowing advisors to engage with their clients in a meaningful way.  

Working with a philanthropy advisor is being seen as less of a luxury and more as an essential part of wealth management.

Frank Page

Frank Page

Private Client Manager

Frank joined the Private Client Team in December 2016, having gained two years experience working in the financial sector. With a degree in Economics and Politics, he spent two years working in personal banking at Santander. Having enjoyed the fast-paced nature of a front-office environment, Frank moved to CAF where he works with a diverse client-base made up of individuals and families.

PHILANTHROPY INSIGHT

Keep your donors inspired


Frank Page and James Moon look at how you can keep donors engaged during economic uncertainty.

CAF Charitable Trust


Find out more about making the most of your philanthropy.

Philanthropy's finest hour?


We ask - can philanthropy play a key role in healing some of society's divisions?