Philanthropy services for professional advisers

Your philanthropy partner

As the UK’s leading provider of donor advised giving solutions* and a trusted philanthropy partner of some of the largest wealth management firms in the UK, we are uniquely placed to help your clients maximise their impact.

We draw on over 95 years’ experience and established relationships with more than 100,000 charitable partners worldwide to ensure funds arrive as quickly and safely as possible through our sector-leading charity validation.
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*Accounting for over half the UK market in terms of gifts in and grants out.

Download The Giving Toolkit for professional advisers

Take your clients through our dedicated Giving Toolkit to make sure they take an informed, impact-led approach to charitable giving.

Download the toolkit

Donor advised giving solutions

Donor advised giving has seen incredible growth in popularity in the UK in recent years. We offer three accounts for private clients.

CAF Charitable Trust

Designed for long-term capital management, building or maintaining a fund over an extended period (minimum three years) from which grant making strategies will be implemented and offering an investment facility in the interim.

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Donor Advised Gift (DAG)

For short-term, one off or ad hoc gifts to pre-determined charitable partners, providing access to the global charity market with the benefits of being managed through a UK registered charity.

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CAF American Donor Fund

The leading dual-qualified donor advised fund for your dual UK and US taxpayer clients, enabling them to maximise the value of their gifts to charitable organisations and claim eligible UK and US tax relief on their global giving, including adding 25% through Gift Aid where applicable.

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Other features and services

CAF Charitable Legacy Service: An easy and flexible way for your clients to leave a gift in their Will to benefit as many charities as they like and support their chosen causes for longer. Find out more
Social Investment: Your clients can achieve social impact by investing in charities and social enterprises through CAF Venturesome, our in-house social investment fund. Find out more
Impact advice: Our advisory services can help your clients realise greater impact through their giving. This can include strategic planning, charity recommendations, and grant management. Find out more
Dedicated philanthropy experts: Our private client managers will work alongside you and your client, delivering value added services and insight into the philanthropy sector. Find out more
Resources on Philanthropy: Build your knowledge with our resources and events to help you and your clients understand the latest trends in philanthropy. Find out more

Why advisers choose us

Addressing clients’ social and environmental concerns can signal your firm’s progressive outlook and has the potential to draw in a new generation of HNW women and younger HNWIs.

As well as providing the tools to help your clients give in a tax-effective and strategic way, partnering with us can help differentiate your offer to grow your business.

Tools and knowledge

We will support you by giving you the tools to discuss philanthropy effectively with your clients to help strengthen those relationships and meet their giving needs.

Build your knowledge of philanthropy through our events, webinars and resources hosted and written by our in-house philanthropy experts.

Positioning

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

Working with us can ensure you have a broader proposition and help you offer your clients a more holistic range of services without the cost of establishing them in-house.

Impact

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

Advising the impact generation

The next generation are expected to be the most significant donors in history. Are you equipped to meet their giving goals?

Our key resources are designed to help you build better relationships with your clients, given their new attitudes and priorities for their wealth.
Take your philanthropy conversations further with our resources for wealth advisers.