CAF Charitable Legacy Service for Advisors

For advisors

CAF CHARITABLE LEGACY SERVICE

You have the Will, we have a simpler way. Our legacy service makes leaving money to charity in a Will straightforward for you and your clients.

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WHY WORK WITH US?

The CAF Charitable Legacy Service offers a flexible way for your clients to leave one gift in their Will to benefit as many charities as they like.

We are CAF and we exist to make giving go further, so together we can transform more lives and communities around the world. For over 90 years, we’ve been helping donors, companies, charities and social organisations make a bigger impact.

We're proud to support a range of legal, tax and Will writing professional partners. Leaving multiple charitable legacies in a Will involves a lot of work, which is why we've designed our legacy service to make it straightforward for you and your clients.

  • Your clients can give to as many charities as they wish.
  • Your clients can change their minds as often as they like without having to amend their Will.
  • It saves time and expense for executors. 
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How we can help you and your clients

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Discover more about our Legacy service

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LEAVE A LASTING LEGACY IN THREE EASY STEPS

1. Name CAF

We provide you and your client with the exact wording, making it easy for everyone. 

2. Choose the causes 

Your clients identify the charities they'd like to support. Our expert advisors can help them if they are unsure who to give to.

3. Letter of Wishes

Your clients list their chosen charities or charitable causes in our Letter of Wishes and send it to us.

BENEFITS OF THE CAF CHARITABLE LEGACY SERVICE

CAF easy to support charities with one gift

Easy

Your clients can support all their favourite charities with just one gift.

CAF flexible choice of charity

Flexible

Your clients can change their charities as many times as they wish without amending their Will.

CAF save time and cost for executors

Practical

By naming us as the only charity, your clients save time and cost for executors.

CAF ensure tax benefits

Secure

As a registered charity, we can ensure any tax benefits that your client's estate attracts will be valid.

The legacy offering at CAF is great because it saves people the hassle of having to make a decision right then and there. Even if someone wants to give to a specific charity, I would still recommend CAF because of all the benefits.

Neil Fraser Director at Northumberland Wills & Probate & member of the Institute of Professional Will Writers
CAF Deed of Variation to a Will

TAX-EFFECTIVE GIVING FROM AN INHERITANCE

If your clients have received a legacy, they may decide that they would like all or a part of it to be donated to charity. However, they may not want to donate the money all at once and they may want some time to choose which causes to support - if so, we can help.

A CAF Deed of Variation to a Will is a flexible, tax-effective way for your clients to create a charitable giving fund from a legacy that they have received.

Create a flexible gift for your clients in 3 simple steps 

I have used CAF for many years as they make giving to charity easy and flexible. In a few simple steps, you can change the charities in a CAF Letter of Wishes without having to change the Will. The expert Legacy team can help with any aspect of your client's gift. They make it simple to set up and will work with the executors to carry out your client’s wishes.

Gary Morgans Director at Freedom Wills Ltd & member of The Society of Will Writers

OUR CASE STUDIES

Thanks to the generosity of our CAF Legacy donors, discover how we're helping charitable causes around the world make a lasting impact. View all of our Legacy case studies here.


CAF Charitable Legacy University of Oxford case study

£277,000 boost for sight loss research

  • The Nuffield Department of Clinical Neurosciences

How a CAF Legacy is helping support cutting-edge studies into macular disease, the biggest cause of sight loss in the UK.

Be inspired by our case study
CAF Charitable Legacy Sewing Circle case study

Tackling rural isolation stitch by stitch

  • Crickhowell local sewing group

How a CAF Legacy is funding a local sewing group in Wales, to help share skills and combat loneliness.

Discover more about creating a legacy

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Want to know more?

TALK TO OUR TEAM

Contact our expert team on 03000 123 108 to discuss how we can help you.

Email us

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