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

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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
Home Personal giving Services for professional advisers
PROFESSIONAL ADVISERS

Better giving starts here

When clients want giving to be part of their financial, family or legacy plans, the right partner can help guide those conversations. CAF brings specialist expertise, flexible giving options and over 100 years’ experience to support you and your clients.

When giving becomes part of the client conversation


Your clients may come to you with a clear charitable ambition. Or giving may emerge as part of a wider conversation about their wealth, family or legacy. 

They may want to understand:


  • How to structure significant or long-term giving. 
  • How charitable giving fits into their wider financial plans and objectives. 
  • The most appropriate way to give, including tax considerations.  
  • How to create a lasting family or charitable legacy. 

You do not need to have every answer yourself. CAF brings the specialist philanthropy expertise into the discussion, while working alongside the trusted relationship you have built with your client. 

Specialist philanthropy expertise, working alongside yours

Strengthen your client offer

Bring specialist charitable-giving expertise into the conversation without having to build that capability in-house.

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Give clients greater clarity

Help clients understand their options and choose an approach shaped around their ambitions, assets and wider plans.

Support confident decisions

Our charity expertise, due diligence and governance help your clients give safely and responsibly.

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Turn intentions into action

From one-off gifts and complex assets to long-term giving and legacies, we help clients put the right structure in place.

Clients want to talk about giving. Are advisers ready?

Our Philanthropy Advantage research explores high-net-worth individuals’ attitudes to philanthropy and the role professional advisers can play in helping clients turn charitable ambitions into action.


Download the Philanthropy Advantage report

Support shaped around your client

Every client’s ambition and circumstance are different. We can help them: 


  • Develop a clear giving strategy. 
  • Establish and manage charitable structures, including donor advised funds. 
  • Donate complex assets such as shares or property.  
  • Give in the UK and internationally.
  • Manage giving, grantmaking and impact over time. 

Give through a Charitable Trust

A flexible, secure and tax-efficient way to manage your long-term giving through a donor advised fund.

Make a large, one-off gift

Give a large one-off or occasional gifts with no long-term commitments.

Give as a dual US/UK taxpayer

Claim eligible US and UK tax relief on your giving with our dedicated American Donor Fund.

Leave a legacy gift

Simplify giving through your will to go on doing good beyond your lifetime.

Why advisers choose CAF


For more than 100 years, CAF has helped people turn their charitable ambitions into effective giving. 

Each year, we distribute more than £1 billion to charities, combining philanthropy expertise, flexible ways to give and in-depth knowledge of the charitable sector to support advisers and their clients.

Citywealth Magic Circle Award 2026
Wealth for Good Award 2026

Bring greater confidence to the next client conversation


Whether you have a client opportunity in mind or want to strengthen your firm’s philanthropy offer, we can help you understand the support available.

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Learn more about working with CAF

See how our expertise, services and giving options can support you and your clients.


Download our adviser guide

Read the latest adviser insights

Explore our Philanthropy Advantage research and understand what clients expect from giving conversations.


Download the report

Discuss a client need or partnership

Talk to our team about a client’s charitable ambitions or explore how CAF could work alongside your firm.


Talk to our team

Start a conversation

Tell us a little about what you are looking for and a member of our team will be in touch.