Get started with a CAF Charitable Trust | Make more of your giving

WHAT IS A CAF CHARITABLE TRUST?

Plan your giving - without having to set up a charity.

We understand that you’re passionate about making a difference through your philanthropy.

A CAF Charitable Trust is tax-effective and easy to set up, giving you flexibility to donate to the causes that matter to you, when and where you want.

It's like an American-style Donor-Advised Fund but with greater flexibility, donor choice and investment options.

Simply add an amount to set your donation in the calculator, and then select your income tax rate; this will automatically calculate your total donation to charity.

Cash donation calculator

Enter donation amount

Tax income rate

Gift Aid claimed £ - We top your donation with additional Gift Aid, which is 25p for every £1

Total donation to charity £ -

You claim back from HMRC £ -

Cost of donation to you £ -

THE MOST FLEXIBLE WAY TO MAXIMISE YOUR GIVING

Here are some of the ways the CAF Charitable Trust can help you make the most of your giving. Click on the links below to find out more.

Make more of tax benefits

We’ll reclaim and add Gift Aid to every eligible donation made into your CAF Charitable Trust

Tax-effective giving

Gift your shares

Did you know that shares gifted or sold to charity may be exempt from Capital Gains Tax?

Your share giving options

Create a lasting legacy

You can leave a gift to a Charitable Trust in your Will and reduce your Inheritance Tax.

Find out more about legacies

Grow your money

You can invest your funds to give them the potential to grow.

Invest your funds

WITH A CAF CHARITABLE TRUST YOU’LL BE ABLE TO:

Get expert advice to make the most of your giving (including a free half-day consultancy session).
Donate confidently, knowing that we validate international organisations to ensure your overseas donations are going to legitimate projects.
Manage your CAF Charitable Trust online.

Give anonymously - you decide which charities you want to hear from, and which ones you’d rather not.
Involve your family in your giving.
Give to charities and social enterprises through CAF Venturesome.
Take part in innovative programmes, such as CAF Resilience.

MORE THAN JUST A DONATION

Because we’re a charity, all our resources are used for doing good rather than being paid out to shareholders. That means when you give through a CAF Charitable Trust you’re helping to build charities everywhere, as well as supporting the great causes you care about.

CAF Charitable Trust holders make a small donation to support our founder, the National Council for Voluntary Organisations (NCVO) and the other National Councils around the UK. NCVO is an important part of the charitable sector, providing vital advice and practical support to thousands of voluntary organisations and their trustees and by encouraging millions of people to volunteer.

Meet the Private Client team

Our expert team is on hand to help with any questions you have about your philanthropy.

Meet the team

HOW PEOPLE LIKE YOU HAVE MADE A DIFFERENCE

Transforming the world

Visit our philanthropy impact hub to see how our generous donors support incredible projects and causes.

Supporting international charities

Find out how a legacy from two of our donors provided an inspirational lifeline to three international charities.

The Robert and Pamela Mace legacy

WHAT DOES IT COST?

We offer two types of service for the CAF Charitable Trust. Which one you need will depend on your giving requirements. View our fee schedule.

Set up criteria	CAF Charitable Trust	Premier CAF Charitable Trust
Minimum balance	£10,000	£25,000
Annual minimum fee	£120	£375

Fee rate per year

Balance amount	CAF Charitable Trust	Premier CAF Charitable Trust
Up to £100,000	1.20%	1.50%
Between £100,000 and £500,000	0.75%	0.75%
Between £500,000 and £5,000,000	0.25%	0.25%
Over £5,000,000	0.20%	0.20%

Fees are calculated on the average daily balance of your CAF Charitable Trust and charged quarterly in arrears.
Where a minimum fee is charged, it will be calculated on the relevant minimum balance.
The above fees exclude VAT, which will be charged where appropriate.

Your contribution to NCVO

Your contribution supports the work of NCVO and the other National Councils around the UK. This allows them to provide essential support to charities and run initiatives, ranging from training for trustees to the National Volunteers' Week campaign.

Philanthropy Comes of Age 2018: The Rise of Donor Advised Funds in the UK

We're delighted to launch our new report, in partnership with UK Community Foundations, looking at the rise of donor advised funds in the UK.

CAF is proud to have pioneered this way to give in the UK and accounts for more than half of the donations through donor advised funds and their UK equivalents.

Download the report

Interested in philanthropy with greater impact?

Our comprehensive services have been connecting private client donors to causes they care about for over 90 years - our team can help.

Contact us today

WANT TO FIND OUT MORE ABOUT THE CAF CHARITABLE TRUST?

Read more about the CAF Charitable Trust.

INTERNATIONAL GIVING

Once your CAF Charitable Trust is up and running, you’ll have the option to donate to causes around the world.

Spanning six continents, with services provided by CAF offices in nine countries, we use local knowledge and expertise to help donors like you create the greatest impact with their giving.

More about giving internationally

WHAT'S THE NEXT BIG THING IN GIVING?

From getting the most out of donating to the latest in philanthropy and the future of giving, we’ve got articles and videos to inspire your giving.

Visit our resource centre

FREQUENTLY ASKED QUESTIONS

Is my CAF Charitable Trust registered with the Charity Commission?

You don’t have to register your Trust with the Charity Commission. We’re a registered charity ourselves and your Trust sits with us, so our registration covers your Trust.
Does the CAF Charitable Trust qualify me for Income Tax relief?

We’ll reclaim and add Gift Aid for every eligible donation made into your CAF Charitable Trust. If you need information on your personal tax situation, please speak to an independent financial adviser.
What happens to my CAF Charitable Trust when I die?

You can either pass your Trust onto a named successor or nominate CAF as a beneficiary. This allows you to make gifts to specific charities in your Letter of Wishes.

Read all FAQs

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TALK TO US TODAY

Contact our expert team for an initial chat about the CAF Charitable Trust.

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PHILANTHROPY INSIGHT

Increase your impact with social investment

Use your philanthropic capital to support charities and social enterprises.

Become a social investor ►

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.

Make small charities more resilient ►

Philanthropy Comes of Age

David Stead, our Director of Philanthropy, looks at the incredible growth of donor advised giving in the UK, the benefits and opportunities going forward.

Watch David's video ►

OUR OTHER PRODUCTS AND SERVICES

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

Advisors – work with us

Partnering with us means that you can offer a better experience to your clients – at no extra cost.

Visit our advisor hub

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 Give As You Earn

An easy way to donate to the causes you care about straight from your pay.

Find out more about payroll giving

Are you a charity trustee?

Our services are specifically designed to meet the needs of charities and not-for-profits

We can make your charity stronger

CAF Charitable Trust

TAKE YOUR GIVING AS FAR AS YOU WANT