Expert consultancy

HAVE A LASTING IMPACT ON THE CAUSES YOU CARE ABOUT

Our experienced advisors are here to share their expertise and help you see how your giving can transform lives.

WHY DO I NEED ADVICE?

It can be difficult to choose where to focus your support to ensure that your efforts make a difference. We’ll work with you to make the biggest impact with your money; because we know – when it’s done well – giving can create a real positive change.

Do you have a CAF Charitable Trust?

We’ll give you half a day’s consultancy for free to help shape your giving.

Contact us

HOW CAN WE HELP YOU?

With over 90 years’ experience providing advice to our clients, our team is well-equipped to help you get the most from your philanthropy at any stage of its development. Here are some ways we can help you:

Create a giving strategy

We'll work with you to create a sustainable plan, with a goal and clear objectives.

Find the right causes

Our knowledge of the charity sector means that we can help you identify the causes that matter to you.

Help set targets and objectives

We can help you measure the impact of your philanthropy.

OTHER WAYS WE CAN HELP

With so many choices, we know that giving well can be difficult. We’ll work with you to:

  • Arrange visits so you can see first hand the impact you’re having
  • Help you measure the success and impact of your giving
  • Help you set up and run a grantmaking foundation
  • Review grant applications

Meet the team

Our Private Client team is on hand to help with any questions you might have.

 

Meet the team

WHAT DOES IT COST?

Our fees depend on the nature of the service you need. Contact us for an initial chat.

Get in touch

Do you have a CAF Charitable Trust?

If you have a CAF Charitable Trust, we can offer you a free half-day of consultancy to discuss your needs.

FREQUENTLY ASKED QUESTIONS

  • When is it worth investing in expert consultancy?

    If you want to maximise the value of your money going to charity and be confident you’re having an impact, then investing in a thoughtful approach to your giving will pay dividends for both you and your recipient charitable organisations.

    We can support you in a number of ways and offer a bespoke, flexible service delivered by our trusted team of philanthropy advisers.

  • Should I give my money to small or large charities?

    Charities use your money in different ways and have different operating models through which they can best achieve their mission.

    Some clients choose to give to large charities because they believe these organisations are best placed to solve social problems at scale or to develop innovative models, for example. Others choose to give to small charities who they can see making a difference in their local community or on a less well-known cause.

    We won’t tell you the right way to give, but we’ll help you decide what matters to you and how you can make sure you’re making a real difference.

Can’t find the answer to your question?

Contact our Advisory team, who will be happy to help you.

Get in touch

Want to know more?

TALK TO US TODAY

Contact our expert team to discuss your needs.

Start a conversation with us

PHILANTHROPY INSIGHT:

Why do small charities need your help?


Recent research shows that that demand for services has increased for four out of five organisations in the last year.

Increase your impact with social investment


Use your philanthropic capital to support charities and social enterprises.

Three steps to making the most of your giving


Giving should be rewarding for you and the charities you support. With a bit of planning, your philanthropy can create the impact you want.

OUR OTHER PRODUCTS AND SERVICES

We offer a range of products and services to help you get the most out of giving.

CAF Charitable Trust

If you want to give more than £10,000, the CAF Charitable Trust is the most flexible way to support your favourite causes.

Start transforming lives around the world

CAF American Donor Fund

Make the most of your giving if you pay tax in the UK and US.

Giving made easy for dual taxpayers

CAF Charitable Legacy Service

Leave a gift to charity in your Will, to carry on supporting the causes you care about after you’re gone.

Leave a lasting legacy
Learn more about payroll giving

CAF Give As You Earn

A hassle-free way to donate to the causes you care about straight from your pay.

Find out more about payroll giving