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before you discuss charitable giving with clients.

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Discuss charitable giving
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We help financial advisors meet the philanthropy needs of their clients. Through giving solutions, advisory services and events, we can help strengthen the relationship with your clients and grow your business.

Get in touch with us to find out more.

Why partner with CAF?

We’re the UK’s leader in donor advised giving and a trusted philanthropy partner of some of the largest wealth management firms in the UK.

Borrowing from CAF Bank

Build your relationship

Discussing philanthropy and charitable giving with clients can help to build the relationship you have with them.

Meet your clients needs

Partnering with us means that you can offer philanthropy solutions to your clients without the cost of establishing them in-house.

Deliver a first class service

Working with us can ensure you have a broader proposition and help you offer your clients a more holistic service.

“The CAF Charitable Trust is a 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

Download our philanthropy services brochure

How we support you and your clients

Next generation wealth
We’ll support you to access the next generation of wealth by giving you the tools to start discussing philanthropy.

We can help you position philanthropy alongside your ESG and impact offering.

We host events and webinars and produce publications to help build your knowledge of philanthropy.

We can offer you a range of corporate services to help ensure your business is having the most impact.

Tax effective philanthropy
We provide tax effective ways for your clients to manage their philanthropy, without the need to register their own foundation. 

Learn more about our philanthropy services

Strategic giving
We'll work with your clients to understand their philanthropy goals and help them create impactful giving strategies.

Global giving
We can support your clients to give overseas through our global reach and our international offices.

Expert advice
Your clients can access our team of philanthropy experts to support their ambitions.

Meet the private client team

Give Smarter Through CAF



Contact us to explore how we can help your clients give smarter.

Contact us

More about our philanthropy services

Find out more about the philanthropy services we can offer your clients.

CAF Charitable Trust

Find out more about making the most of your philanthropy.

CAF American Donor Fund

If you pay tax in the UK and US, and you're looking for a tax-effective way to make an impression with your philanthropy, we can help.

Increase your impact with social investment

Use your philanthropic capital to support charities and social enterprises.

Charities Aid Foundation © | Registered Charity Number 268369
25 Kings Hill Avenue, Kings Hill, West Malling, Kent ME19 4TA
10 St. Bride Street, London EC4A 4AD
Telephone: 03000 123 000