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 

Daf report CTA

Download here

Sunday Times Giving List

Read the Giving List, part of the annual Rich List, which celebrates the incredible work of philanthropists in Britain.

Download the Sunday Times Giving List

Manage your giving through us

CAF Charitable Trust

A flexible and tax-effective way to manage and maximise your long-term giving.

CAF American Donor Fund

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.

Increase your impact with social investment

Use your philanthropic capital to support charities and social enterprises.