Compare our tax-efficient, flexible giving vehicles

Choose how you want to give with our philanthropy giving vehicles.

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

Contact our philanthropy team to discuss which option is best for you

Contact us

   

Donor Advised Gift

Charity Account    

Charitable Trust 

   
   

For one-off giving to a pre-determined charity.


An account for managing your regular giving. Contribute into the account and distribute out to charities.

A donor advised fund for long-term, strategic giving. Includes the options to invest and grow your funds.

 

 People

 Joint signatories

NoYesYes

 Multiple connected account holders ‐ e.g. an entire family

 No NoYes 

 Non‐UK residents

 Yes NoYes 

  Third party donors ‐ e.g. an employer or connected private foundation

 No No Yes*
 

 Gift

 Foreign currency holdings

  No - GBP only No - all cash receipts exchanged to GBP  Yes - USD & EUR 

 Shares

 Yes*†  Yes*† Yes*† 
  

Non-cash assets

 Yes*†
 NoYes* 
 

Offshore funds

  Yes*†
 No
Yes*†
 

Grow 

Invest assets

 No NoYes*†
 
 

Grant

Overseas giving

Yes*Yes* Yes
 

Anonymous giving available

 YesYes  Yes

 Non‐registered charity organisation verification ‐ ie. Social Enterprises & other CSOs

  Yes*Yes*
Yes 
 

Alternative finance structures ‐ e.g. loans, multi‐year grant agreements, social investments

 No No Yes*
 

Tailored philanthropy advice and impact reporting

 NoNo  Yes*

 

Service

 Managed by

Private Client Team
CAF's contact centre Pooled Service Model
 

Online account management

NoYes Yes
 
 *additional charges may apply ‐ please request more detailed information   
 † restrictions apply




Charges

Donor Advised Gift

Charity Account

Individual Trust

Tier (Individual donation value)   Charge  Tier (Cumulative donations over 12 months)
 Charge Tier (Average daily account balances)   Charge
 First £150,000 4% First £150,000  4.5% (GAYE 4%)  First £100,000  1.4% 
£150,000 - £250,000   2.5%   £150,000 - £250,000 3.5% (GAYE 3%)  £100,000 - £500,000 0.75%
£250,000 - £750,000   1.5%  £250,000 - £750,000 2.5% (GAYE 2%)  £500,000 - £1,500,000   0.35%
£750,000 - £1,000,000   0.6%   £750,000 - £1,000,000  1.5% (GAYE 1%)  £1,500,000 - £2,500,000  0.25% 
£1,000,000 - £2,000,000  0.3%   £1,000,000 - £2,000,000   0.5%  £2,500,000 - £5,000,000 0.2% 
 £2,000,000 - £3,000,000 0.2%   £2,000,000 - £3,000,000   0.1% Over £5,000,000  0.15% 
 Above £3,000,000  0.05%   Above £3,000,000  0.05%   
Minimum fee
£400
  Minimum fee
£600