Succession Planning

You can make sure the impact your CAF Charitable Trust has had continues beyond your lifetime by nominating a Successor, or sending us your Letter of Wishes.

How do I appoint a Successor?

You can nominate up to two Successors for each CAF Charitable Trust. If appointed, your Successor/s will be able to take over the running of your Trust after your lifetime.

To appoint a Successor, please complete your Successor/s details and ask them to sign the Successor declaration.

Appointment Of Successor Form

Letter of Wishes

If you don’t want to appoint a Successor, and would prefer the funds held in your Trust at the time of your death to be distributed to your chosen charities, please complete the Letter of Wishes form.

Download a Letter of Wishes form 

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PHILANTHROPY COMES OF AGE 2018

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CAF Charitable Trust


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

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If you pay tax in the UK and US, and you're looking for a tax-effective way to make an impression with your philanthropy, we can help.

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Use your philanthropic capital to support charities and social enterprises.