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Philanthropy advisory

MAKE THE MOST OF YOUR GIVING

We believe in the power of philanthropy. Our dedicated team can help you make a difference through your giving.

Make a difference. Work with us.

We help people create impact with their philanthropy. Through our strategic, evidence-based approach to giving, we’ll work with you to bring your ambitions to life.

Our approach to maximising your impact

Our goal is to help you feel comfortable and in control of your giving. No matter how far along you are in your journey, we can support you to develop and revise your strategy, try something new or challenge preconceived ideas.

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Individual

We start by understanding your values, giving history, and objectives by phone or face to face meetings.

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Collaborative

We work with you to develop a philanthropic strategy to achieve your goals. Whether it’s involving the next generation, understanding what type of philanthropist you are or narrowing in on the problems you want to solve.

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Researched

We look into organisations and cause areas that align with your goals, and prepare a report of recommendations for your review.

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Impactful

We report back to you 12 months after a donation has been made to let you know what impact you have helped to achieve.

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Iterative

If you are making repeat donations, we can help you take stock of your giving, adjust your strategy accordingly, and ensure you stay on track.

Evidence-based advice

CAF’s unrivalled expertise in global philanthropy and our team of experts are what make our advisory offering unique.

We have more than 90 years’ experience connecting donors with charitable causes and our global network of offices means we can connect our clients with causes around the world.

By working together we can create a much bigger impact.

"When I started my discussions with a CAF advisor, I had clear, but general, objectives that I wanted to achieve with my charitable giving. The outcome of two conversations with the advisor was a document that has served as a guide to my giving."

- Philip Forth, Trust for Local Response

Our advisors

Aurelia Kassatly

Aurelia Kassatly

Senior Private Client Manager

Aurelia joined CAF in November 2018, and leads on the impact and philanthropy advisory work for CAF’s private clients. She was previously at Founders Pledge, where she worked with technology entrepreneurs and investors, helping them to take an evidence-based approach to their philanthropy. 
Helena Neave

Helena Neave

Private Client Advisory Manager

Helena supports the private client team's advisory function, where her role is to help clients achieve maximum impact from their donations. She enjoys projects that involve a level of research and investigation, and is passionate about helping communities from impoverished and underprivileged backgrounds.

Amazon dried up

Philanthropy advisory

CONTACT US

Contact us and we’ll be happy to discuss and explore how we can best meet your needs.

Contact us

Philanthropy services

Learn more about our range of first-class philanthropy services, including our tax-efficient, flexible giving vehicles.

Latest insight into philanthropy

Visit our philanthropy insights page for more from our team of experts. Sign up to email updates on philanthropy, giving and impact investing.

Covid-19 philanthropy hub


Ways you can make a difference and support the most vulnerable through the pandemic.

Case study: Martin Lewis – giving with purpose


Read how ‘consumer-champion’ Martin Lewis approaches his charitable giving to achieve long-term impact.

Is there a right or wrong way to give to charity?


Aurelia Kassatly busts some common myths about giving to charity.