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CAF AMERICAN DONOR FUND APPLICATION

Applying takes less than 5 minutes. We'll explain the choice of products we offer and ask for some information about you.

Please note this is for individual applications only. If you are a company or a foundation, please contact the team on 03000 123 150 or cadf@cafonline.org.

CAF American Donor Fund is for individuals who pay tax in both the UK and the US. To find out about:

  • Giving services for US donors, please visit CAF America.
  • Giving services for Canadian donors, please visit CAF Canada.

What you'll need to sign up:

  • An understanding of which service level is right for you. Please download our helpful guide to help you decide if you are unsure
  • Which currencies you intend to hold with us - don't worry you can always amend these at a later date
  • An understanding of our terms and conditions

Your service level

Donor Advised Gift
Donor Advised Fund
Premier Donor Advised Fund

Currencies you wish to hold with us

GBP
USD
EUR

Your details

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Which service level do you wish to have?

Please select one of the options below. A different fee rate applies to each service as set out in the fee schedule.

Donor Advised Gift

Simple one-off giving without building a fund or build a fund without maintaining a minimum balance

Donor Advised Fund

Build a fund to suggest distributing later and maintain a minimum balance

Premier Donor Advised Fund

Like the Donor Advised Fund, plus recommend investments and appoint a successor to ensure it continues beyond your lifetime

Please select a service level first

Which currencies do you intend to hold with us?

Don't worry you can always amend these later by contacting us
GBP is required

GBP
£

USD
$

EUR
€

Personal details

To satisfy our regulatory requirements we need to verify the identity, address and source of wealth of the Original Donor. Our privacy policy explains how we will handle your data.
Title*
Please make a selection
Please enter your title*
Please enter your title
Contains an invalid character
First name*
Please enter your first name
Contains an invalid character
Last name*
Please enter your last name
Contains an invalid character
Email*
Please enter your email
Wrong email format, please provide a correct email address
Wrong email format, please provide a correct email address
Telephone*
Please enter your telephone
Contains an invalid character
Your telephone must be greater than or equal to 5 characters
Date of birth*
For example, 18 March 1980
Please enter a year after 1900
Please make a selection
Date invalid. Please enter a valid date
Contains an invalid character

Primary home address

Address search*
Enter a valid UK postcode to search or enter your address manually
Please enter a UK postcode
Contains an invalid character
Cannot find address with given postcode, please ensure it is in the correct format.
Please ensure the postcode is in the correct format with a space between the two parts of the postcode
Please enter your address manually or select Find Address
Please select an address
Please select an address
Country*
Please make a selection
Address line 1*
Please enter your address line 1
Contains an invalid character
Address line 2
Contains an invalid character
Address line 3
Contains an invalid character
Town/City*
Please enter your town
Contains an invalid character
County/State
County
Contains an invalid character
Postcode/Zip code*
Postcode*
Please enter your postcode
Contains an invalid character
Please ensure the postcode is in the correct format with a space between the two parts of the postcode
Correspondence address
Country*
Please make a selection
Address line 1*
Please enter your address line 1
Contains an invalid character
Address line 2
Contains an invalid character
Address line 3
Contains an invalid character
Town/City*
Please enter your town
Contains an invalid character
County/State
Contains an invalid character
Postcode/Zipcode*
Please enter your postcode
Contains an invalid character
Please ensure the postcode is in the correct format with a space between the two parts of the postcode
Tax jurisdiction*
Please tick all jurisdictions in which you pay tax / file a tax return. Please note that CAF American Donor Fund is specifically for individuals who pay tax in both the USA and UK.
UK non-domiciled*
Please make a selection
Please make a selection
Please enter all other tax jurisdictions*
Please enter your other tax jurisdiction(s)
Contains an invalid character
Nationality*
Tick all that apply
Please make a selection
Please enter all other nationalities*
Please enter your other nationalities
Contains an invalid character
Source of wealth*
Occupation*
Please enter your occupation
Contains an invalid character
Company name*
Please enter your company name
Contains an invalid character
Please provide details of another source of wealth*
For example, if your source of wealth relates to a business sale, please specify the company and when this took place, or if your source of wealth arises from investments or savings please provide more information about how you came to obtain these assets (eg through former employment or inheritance). CAF may be required to ask for additional information as part of our Customer Due Diligence requirements.
Please specify another source of wealth
Contains an invalid character
Contains too many characters
Please make a selection
Where did you hear about us?*
Please make a selection
Please insert where you heard about us*
Please state how you heard about us
Contains an invalid character
(*Required fields)


Gift Aid declaration

Claim Gift Aid in the UK, increasing the value of your donation by 25%.
I am a UK tax payer and understand that if I pay less Income Tax and/or Capital Gains Tax than the amount of Gift Aid being claimed on all my donations in that tax year, it is my responsibility to pay any difference.
Please tick the box to confirm that you will advise us if this situation changes
Please notify us if you would like to cancel this declaration, change your name or home address or if you no longer pay sufficient tax on your income or capital gains.

Are you a Trustee/Director of any charities?

Please list the names of all charities that you are a trustee of*
Please specify the names of charities
Contains an invalid character
Contains too many characters
(*Required fields)
Please make a selection

Do you anticipate suggesting grants to charities outside of the USA or UK?

Please list the countries you expect to suggest grants to*
Please specify the names of countries
Contains an invalid character
Contains too many characters
(*Required fields)
Please make a selection

How much do you plan to donate into your CAF American Donor Fund account in the next 12 months?

Please make a selection

Keeping in contact

As well as contacting you about this product or service, we would like to send you information about other related products and services from the CAF Group that we believe will be of interest to you. I DO NOT want to receive this information by (tick all that apply):



Please note: if you tick a box, we will not be able to tell you about these products and services in this way.

For information about how CAF handles your information see our Privacy Notice

CAF and the companies in which it has a majority stake, or their subsidiaries (defined here as the CAF Group) will not share your information with any outside organisation except as part of providing a product/service or when legally obliged to do so.

Declaration of acceptance

The management and operation of your CAF American Donor Fund shall be subject to the CAF American Donor Fund terms and conditions and they shall take precedence over this application form and any other documents or forms relating to the CAF American Donor Fund. Accordingly, please read the CAF American Donor Fund terms and conditions carefully before submitting this application form.

By submitting this application form, I confirm that:
Please confirm your acceptance of the terms and conditions and fee schedule
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Legal information

The CAF American Donor Fund is the trading name of Southampton Row Trust Ltd, a UK-based charitable company registered with the Charity Commission in England and Wales. Southampton Row Trust Ltd is wholly owned by CAF America, a US 501 (c)(3) public charity. CAF America Employer Identification Number (EIN) 43-1634280.

Registered office: 25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA

Registered company number 3900842. Registered charity number 1079020.