For Advisors

PUT YOUR TRUST IN US

We're your perfect philanthropy partner - we'll help power your business with clients interested in charitable giving.

Partner with us

We're proud to sponsor the Sunday Times Giving List 2019

Find out more about Britain's top philanthropists
 

WE'RE YOUR PHILANTHROPY SPECIALISTS

Working with us means you can offer better value to your clients - at no extra cost.

  • We're already a trusted partner of a wide range of private client advisors.
  • We provide expert philanthropic advice and bespoke giving solutions, including the CAF Charitable Trust and CAF American Donor Fund.
  • We support our partners with a range of first class philanthropy services, to enhance your relationship with clients, without the cost of establishing them.
  • We handle all the administration and set-up, making it hassle-free for you.

Want to know more?

Find out about CAF and the benefits of partnering with us.

Download our advisor flyer

PHILANTHROPY COMES OF AGE 2018

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

We're proud to have pioneered this way of giving in the UK, which accounts for more than half of the donations through donor advised funds and their UK equivalents.

We work in partnership with private client advisors to help support their client's philanthropy experiences.

Download our report today, to read more about the key findings and recommendations for advisors.

Philanthropy comes of age report 2018

WHY PARTNER WITH US?

Your core focus may not be on philanthropy - that's how we can help you. We'll help you differentiate your business, deepen relationships with existing clients and attract new clients.  

Making giving to charity easier

Easy

We act as a philanthropy specialist, handling the administration and set-up of the Trust, making it hassle-free for you and your clients.

Our expertise can help you

Our expertise

Our specialist team of Relationship Managers in the UK and US provide philanthropic expertise to support your clients giving journey.

You can be confident in what we do

Confidence

We validate the status of an organisation to ensure it is genuinely charitable, so your client's money will make a real difference.

We are a trusted partner

A trusted partner

Established over 90 years ago, we support over 2,000 private clients and are a trusted philanthropy partner to wealth managers and advisors.

OUR GIVING SOLUTIONS

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CAF CHARITABLE TRUST

We'll plan and launch your client's philanthropy journey, so they can support charitable causes across the world.

  • Strategic - your clients can create a philanthropic charitable fund today and distribute the funds within it to single or multiple causes over a period of time.
  • Flexible - your clients can develop a structured, long term giving plan or make ad hoc donations to causes they are passionate about.
  • Tax-effective - we reclaim and add Gift Aid to every eligible donation to uplift the amount your clients can donate.
How can a CAF Charitable Trust help you?

CAF AMERICAN DONOR FUND

Are your clients dual UK and US taxpayers?

If your clients are individuals paying tax in the UK and US, we offer a smart, tax-effective way for them to achieve greater impact with their philanthropy.

Find out more about the CAF American Donor Fund

Social investment

CAF Venturesome, our social investment platform, allows clients to use their philanthropic capital to support charitable organisations with affordable finance.

Find out more

Legacy giving

Private clients can leave a gift to charity in their Will with the CAF Charitable Legacy Service and achieve social impact around the world for years to come.

Read more
CAF Resilience

CAF Resilience

We’re working to help small to medium charities become more resilient. Would you like to contribute to supporting the development and aims of the programme?

Find out more

The CAF Charitable Trust is a neat, affordable and flexible way for clients to set up their own philanthropic fund, with all eligible tax reliefs, to support the charities they are passionate about. It's a smarter way to be generous

Henry Cobbe CFA Elston Advisory

FREQUENTLY ASKED QUESTIONS

  • Why offer charitable planning?
    Advisors who offer a full charitable planning service differentiate their business from their competitors. But more importantly than that, it can deepen and strengthen existing relationships and meet the increasing demand for charitable planning advice.
  • How can we work with you?

    If your clients are starting to think about charitable giving, they may ask you some of the following questions:

    • I want to set up a foundation to support a specific cause, what are the next steps?
    • I want to start giving overseas but want to ensure my donations go to verified international charities, how do I do this?
    • What is the most tax-effective way I can give to a charity so I can make the most of my charitable giving?
    • I would like to leave multiple charitable legacies in my Will, how do I avoid all the administration that goes with it?

    By partnering with us, we can answer these questions and many more on your behalf.

     

  • I'm interested, what are the next steps?
    Contact our Private Client team who would be delighted to start a conversation with you, whether you are looking for informal advice on a client's charitable giving or you're exploring the possibility of setting up a more formal partnership that works for you and your organisation.

    Our team can help you achieve your clients' philanthropy ambitions now and in the future. Call us on 03000 123 028 (lines are open Mon-Fri, 9am-5pm excluding bank holidays) or email us.

Can't find the answer to your question?

Get in touch with our team, who will be happy to help you with any questions about the CAF Charitable Trust and philanthropic giving.

Get in touch now

Interested in partnering with us?

TALK TO US TODAY

Call our team on 03000 123 028 (lines are open Mon-Fri, 9am-5pm excluding bank holidays).

Email us

PHILANTHROPY INSIGHT

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Research hub

Access our latest research, white papers, videos and blogs.

Visit our research hub 


The Art of Adaptation

Our research into philanthropic behaviour, ‘The Art of Adaptation’, reveals wealthy donors’ attitudes towards philanthropy advice and their expectations of professional advisers.

Download the report 

Brave New World 2017

After a year of social and political upheaval, is this philanthropy's finest hour?

Read ‘Brave New World 2017’ ► 

Giving Thought blog

The latest on key issues affecting civil society, philanthropy, social investment and using new technologies for social good.

Read the blog ► 

Donation States

An international comparison of the tax treatment of donations and tax incentives for giving in 26 nations.

Download the report ►