Five key steps to developing a giving strategy
There are many aspects to developing a strong and effective giving strategy for your client. In this article, we break down the five main steps.
We help donors to give more impactfully and charities to build their resilience so they can do more of their life-changing work.
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 SOLUTIONSYou 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 SOLUTIONSHelping your charity or social enterprise become more resilient.
DISCOVER HOW WE SUPPORT CHARITIESDiscover the latest insights for donors and charitable organisations to help create a greater impact
ExploreWe 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 CAFAt CAF, we help you realise your clients’ giving ambitions – offering seamless support and expertise to strengthen your own.
When clients turn to you for advice on giving, turn to a partner you trust. At CAF, we distribute £1 billion every year to non-profits in over 119 countries. No wonder we’re the trusted philanthropy partner of some of the largest wealth management
firms in the UK.
By collaborating with us, you can empower your clients with access to our network of over 160,000 UK charities and thousands more across the globe, flexible insight-led approach, and governance expertise. Your clients can be reassured that they’re getting the best-possible service and making a measurable difference to the causes they care about.
Our specialists cover all areas of giving and will support them to give tax-efficiently. We can also work with you to tailor solutions where required. Whether it’s making a one-off donation, setting up long-term giving, or charting a new philanthropic
journey. Together, we’ll deliver an approach to maximise your clients’ impact in the global communities that mean the most to them.
We offer tax-efficient ways for your clients to give with greater impact. Whether they’re looking to make a one-off gift or set up regular donations, your clients can give cash, shares, investments, salary contributions, and other non-cash gifts like property. And they'll receive Income, Capital Gains, Gift Aids, or Inheritance tax relief depending on the gift they choose.
A flexible, secure and tax-efficient way to manage your long-term giving through a donor advised fund.
Simplify giving through your will to Go on doing good beyond your lifetime.
Claim eligible US and UK tax relief on your giving with our dedicated American Donor Fund.
Give a large one-off or occasional gifts with no long-term commitments.
We know what good giving looks like. And we'll find the best way to get your clients' support to the people who need it. Our expert advisers help your clients develop a strategy for giving, identify the right charities to support, and find the best ways to support their chosen causes.
What's the best way to bring the difference your clients want to see? Our philanthropy advisers help your clients to define their vision, develop their strategy, and give with confidence.
Discover the impact of alternative financial instruments by making a loan or grant to our social investment fund, providing blended finance (grants and/or debt) to help organisations achieve a social purpose.
Support in creating a grant programme that makes a real impact to the causes your clients support.
Want to know more about our services, to or join one of our philanthropy lunch and learn sessions? Contact us to discuss how we could help you and your client
We're a DAF partner for ten of the UK's major wealth adviser firms.
We make up over half the UK market, ranked by gifts in and grants out.
We've won numerous awards including the 2023 Spears Private Client Service Award and the 2024 WealthBriefing Wealth for Good Awards for Not-For-Profit Initiative.
We distribute over £1 billion on behalf of donors to non-profits around the globe every year.
For clients looking to invest their funds held in a DAF, we can appoint independent investment managers to help grow their funds.
Our robust charity verification and due diligence processes helps you clients' donations reach their intended causes safely and securely.
There are many aspects to developing a strong and effective giving strategy for your client. In this article, we break down the five main steps.
We’ve highlighted five common misconceptions around good philanthropy to avoid reinforcing with your clients.
Find out how DAFs can help your clients give flexibly and tax-effectively, to achieve greater impact with their giving.