Personal giving

From one-off donations to long-term giving, or designing your personal philanthropic strategy, we work together to help you realise your giving ambitions.

DISCOVER OUR PERSONAL GIVING SOLUTIONS

Corporate giving

You have the vision for making a difference. So do we. We help you plan how to give based on your goals.

DISCOVER OUR CORPORATE GIVING SOLUTIONS

Services for charities

Helping your charity or social enterprise become more resilient.

DISCOVER HOW WE SUPPORT CHARITIES

Insights

Discover the latest insights for donors and charitable organisations to help create a greater impact

Explore

About us

We are a leading charity, working at the centre of the giving world. We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work.

Find out more about CAF
CHARITIES AID FOUNDATION

Private Client team

Meet the team


Our Private Client team work closely with our generous donors to help maximise their impact. Their expertise enables donors to give effectively in ways that address some of today's most pressing social and environmental issues.

Ed Garrett

Edward Garrett

Head of Private Clients

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Ed leads the team of around 40 individuals with responsibility for all aspects of the donor advised fund facility for CAF’s elite individual clients. This includes customer service excellence, regulatory compliance, operational efficiency, and product innovation. The team stewards £1 billion+ for over 3,000 clients, with around 55,000 transactions processed each year. Ed’s role is extremely varied and calls on all aspects of his background in law, commercial risk and social impact investment consultancy.

Joe Crome

Joe Crome

Head of Business Development and American Donor Fund

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Joe is responsible for leading the growth of CAF’s Giving and Impact products, including working closely with professional advisers to provide philanthropy support to equip them to better assist their clients with charitable giving. As Head of the American Donor Fund, Joe assists dual US/UK taxpayers with philanthropy and leads its strategy, generating over £100 million yearly. Joe holds the Chartered Advisor in Philanthropy (CAP) designation, and also holds the ICA Advanced International Anti money laundering certificate. He has a background in philanthropy, grantmaking and fundraising.

Senior Private Client Managers

Amy Cunningham
Amy Cunningham

Senior Private Client Manager (Service Lead)

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Sima Patel
Sima Patel

Senior Private Client Manager (Growth Lead)

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Sima Patel
Adriana Lowe

Senior Private Client Manager (Engagement Lead)

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Private Client Managers

Cecilia Weng Song
Cecilia Weng Song

Private Client Manager

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Ryan Nicolussi

Private Client Manager

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Simi Braithwaite
Simi Braithwaite

Private Client Manager

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Anna Fraser

Private Client Manager

 

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Jason Van Haaster

Private Client Manager

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Eleanor Rees

Private Client Manager

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Joanne Mason
Joanne Mason

Private Client Executive Team Manager

 

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Joe Franqueira

Private Client Service Operations Manager

 

Private Client Executives

Keeli Jones
Keeli Jones

Private Client Executive

Mark Hodkinson
Mark Hodkinson

Private Client Executive

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Jessica Homes

Private Client Executive

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Verne Ringshall

Private Client Executive

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Dylan Taylor-Dennehy

Private Client Executive

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Katie Murray

Private Client Executive

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David Webb

Private Client Executive

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Ellen Kitney

Private Client Executive

Legacy team

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Rosalind Barter

Legacy Manager

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James Fletcher

Private Client Manager

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Faith Hudson

Legacy Officer

CAF American Donor Fund team

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Jason Flynn

Northeast Business Development Director (US-based)

Natalie Williams
Natalie Williams

CADF Senior Manager

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Annabel Broome
Annabel Broome

CADF Client Manager

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Lindsey Marden
Lindsey Marden

CADF Client Manager

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Joanne Wheeler

CADF KYC Officer

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Alexandra Welsby

CADF Charity Relationship Officer

 

Business Development team

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Lacie Riseborough

Senior Business Development Manager

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Anna Yonish

Business Development Executive