Private Client Manager

SPOTLIGHT ON FRANK

Hear more from Frank Page, Private Client Manager, about his advice for clients who are new to philanthropy.

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SPOTLIGHT ON FRANK

Frank Page is one of our Private Client Managers here at CAF and he works with a very diverse and inspirational client base. Here, he talks about what he enjoys most about his job as a Private Client Manager, provides advice for clients who are new to philanthropy, as well as an insight into how he works with advisors.

What do you enjoy most about your job role at CAF?

Being relatively new to the charitable sector, it is an extremely welcome change to work with clients who want to have a truly positive impact through their giving. Whether giving locally or internationally, the clients I work with want to inspire real change in the world.

Charitable giving is an extremely personal aspect of life and people are motivated to give for a huge number of reasons. The clients we work with often come to us with sometimes unconventional but brilliant ideas to the big issues they see around them, and it is down to us to try and put their idea into action.

The client base I manage includes individuals from a number of different professions that have anywhere between £100k to millions of pounds to give away. The ways in which these people engage with their philanthropy varies dramatically. One of my clients has bought residences to house homeless people and has paid for the redevelopment of a cancer ward in his local area, where another works with a charity in an advisory capacity. Both clients are having incredible impact in their own way and it’s inspiring to support them in their giving journey.

What advice would you give to clients who are new at philanthropy?

Philanthropy can be overwhelming for people, especially those who are new to it. It’s frequently said that giving money away effectively is much harder than making it in the first place.

I would say the most important thing for clients to do is work backwards. Start by assessing the big issue you want to overcome, try and understand why the problem exists and then consider what inputs are needed to solve it. Inevitably there will be a several factors that will be challenging to tackle, but by targeting philanthropic capital to these specific areas, donors can have much greater impact.

How do you work with professional advisors?

We recently published a report that looks into the current status of the donor advised fund (DAF) market in the UK, and we have observed that the popularity of DAFs have grown dramatically in recent years. More and more frequently, professional advisors are coming to CAF to help support their clients’ philanthropic objectives.

We support our intermediary partners with a range of philanthropy services and giving solutions, allowing advisors to engage with their clients in a meaningful way.  

Working with a philanthropy advisor is being seen as less of a luxury and more as an essential part of wealth management.

Frank Page

Private Client Manager

"Working at CAF enables me to support a very diverse and inspirational client base, all of whom care about making a genuine difference around the world."

Contact Frank via email or telephone on +44 (0) 3000 123 250

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