Working in partnership

Partnering with CAF adds 100 years of philanthropy experience to your business. So when clients turn to you for advice on giving, you can turn to a partner you trust.

There are so many ways a client can give throughout their lifetime, providing touchpoint after touchpoint.  It’s the perfect opportunity to get to know them even better.

Giving Toolkit: how to talk to your clients about charitable giving

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

Download the toolkit

Adviser and client

Solutions for your clients

Our tax-efficient, flexible giving solutions can help your clients give with greater impact. Whether they’re looking to make a one-off gift or start out on their philanthropic journey, we’ll help them give better.

Charitable Trust

A donor advised fund (DAF) offering an alternative to a private philanthropic foundation – without the administrative burden.

Download our guide 

American Donor Fund

A donor advised fund (DAF) for dual UK and US taxpayers. Your clients can claim eligible dual tax relief on their giving.

Download our guide 

Legacy giving

A flexible way for your clients to leave a gift in their will to as many charities as they like, supporting their chosen causes for longer.

Donor Advised Gift

A simple way for your clients to give large and complex one-off or occasional donations. No long-term commitments.

Helping your clients maximise their impact

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 can help them develop a strategy for their giving, identify the right causes and organisations and the best ways to give to them.

Impact advisory

Access to philanthropy advisers to help your clients define their vision, develop their strategy and give confidently.

Social investment

Ability to contribute to our social investment fund, providing repayable loans to help organisations achieve a social purpose.


Support in creating a grant programme that achieves real impact for their chosen cause area.

Support for corporate clients

We also work with businesses on their corporate giving. We’ll help your clients achieve long-term, measurable impact for the causes that matter to their organisation. Download our corporate services flyer >


Talk to our experts

Want to know more about our philanthropy services or discuss how we could help your clients? Get in touch with our Private Client team to find out more.

Get in touch 

Our credentials

UK's leading DAF

Accounting for over half the UK market in terms of gifts in and grants out.

Award winning

2023 winner of Spear's Private Client Service Award.

100 years

We’ve led the way in developing exciting and innovative approaches to giving for almost a century.

£1 billion

We distribute over £1 billion to non-profits around the globe every year.


Through our connection to 160,000 global charities we bring donors’ giving ambitions to life.

Philanthropy resources

Tools and resources to support you.

Six ways your clients can use their wealth for good

3-minute read

Philanthropy misconceptions to avoid reinforcing

4-minute read

Five key steps to developing a giving strategy

3-minute read

Donor advised funds: a guide for wealth advisers

4-minute read