Senior Private Client Manager

SPOTLIGHT ON KELLY

Hear more from Kelly Cox, Senior Private Client Manager, about how she works with advisors and her approach to philanthropy.

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MEET KELLY

Kelly Cox is one of our Senior Private Client Managers and manages around 180 clients with a wide variety of international giving requirements. Here, she talks about her most enjoyable aspect of working in philanthropy and provides advice to clients and professional advisors who are new to philanthropy. 

WHAT DO YOU ENJOY MOST ABOUT YOUR ROLE AT CAF?

Having been involved in philanthropy for a number of years, the most enjoyable aspect of the job is the interaction I have with my clients. It’s always inspiring to help them achieve their philanthropic goals.

Our clients are making a huge impact to charities and accomplish amazing things – their positive contribution to society is remarkable.

WHAT ADVICE WOULD YOU GIVE TO CLIENTS WHO ARE NEW TO PHILANTHROPY?

There are so many reasons why people choose to give to charity, whether it’s faith, family, a life changing event – they all want to make the world a better place.

If I was to give one piece of advice it would be to really focus on the key area you feel most passionate about, and then try to articulate what impact you’d like to have. Ask questions such as ‘what do I want to achieve?’ ‘what does success look like?’ – we can then figure out how best to put that into practice.

We look to tailor individual giving strategies for each client as no two philanthropists are the same!

HOW DO YOU WORK WITH PROFESSIONAL ADVISORS?

Philanthropy has grown to become a fundamental part of wealth management and the donor advised giving market is expected to grow exponentially over the coming years.

We work with professional advisors such as wealth managers, banks, tax advisors and lawyers, which has allowed us to distribute funds more efficiently. The CAF Charitable Trust is an effective way for clients to donate to both UK and international organisations. CAF aims to reduce the administrative burden for clients who may not wish to set up their own private foundation, allowing them to focus on just the enjoyable aspects of giving.

We feel that the CAF Charitable Trust is an essential tool for advisors who are working with private clients, who wish to maximise their impact.

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