Wealth & Finance International - March 2017

Wealth & Finance International 30 Helping clients to change the world eing a charity ourselves gives us a unique understanding of the philanthropy landscape and we’re passionate about working with philanthropists – and their advisors - to achieve greater social impact for charitable causes. We work with 250,000 individual donors, 7,300 corporate donors and 73,000 charities in 100 countries. With a network of nine offices on six continents and a number of international partners, we harness local knowledge and expertise to support giving around the world. Joanna Walker is Head of Private Clients at CAF. Joanna has worked with private clients and major donors for twenty years, in both banking and philanthropy. Her passion is working with clients to help them realise their philanthropic goals; giving as much as they can, whilst having the greatest impact on social good. Joanna’s experience embraces international banking with UBS Wealth Management in London and Dubai, and fundraising for some of the UK’s most exciting charities: Impetus-the Private Equity Foundation, The Brooke and Forum for the Future. “I am delighted to have joined CAF. We are doing incredible work to realise the philanthropy of our clients, and every day I hear extraordinary stories of impactful, pioneering projects and donations that are making a real difference to people’s lives.” Established over 90 years ago, we are a trusted philanthropy partner to many private client advisers. We can help you differentiate your business, deepen relationships with existing clients and attract new clients. Our recent highlights In 2015/16; • CAF distributed £462 million to good causes around the world; • CAF Charitable Trust clients gave £164 million to their favourite causes, an annual increase of 33%. (Source: CAF Annual Report 2015/16). Social investment CAF Venturesome, our social investment platform, was established in 2002 and has since supported more than 520 charities and social enterprises with over £43 million of affordable finance. CAF Venturesome’s social investment is unique in that it is achieved through 100% philanthropic capital. Research & thought leadership We launch thought-provoking and insightful publications based on our knowledge of philanthropy all around the world. This includes Public Good by Private Means , a history of British philanthropy by Rhodri Davies and ‘Giving Thought’, CAF’s in-house think tank. Giving Tuesday CAF brought #givingtuesday, a global day of giving, to the UK in 2014. Since then, the day has gone on to become one of Britain’s biggest days for charities, raising millions of pounds for good causes. Last year’s #givingtuesday reached more people in Britain than ever before - an estimated 4.5 million people across the country supported a good cause on the day, making it the most successful #givingtuesday yet. In addition, over 1,600 UK charities and businesses backed the campaign last year – including organisations like Sainsbury’s, O2, The Financial Times, Cancer Research UK, Save the Children and hundreds more. Our Team Our experienced Private Client team of sixteen has over 125 years’ combined experience in philanthropy and client management. We support major donors of all backgrounds at every stage of their philanthropy journey. Our broad client base includes private families, city executives with complex US and UK commitments and some of the UK’s most dynamic entrepreneurs. Charities Aid Foundation (CAF) has over 90 years’ experience in connecting donors to the charitable causes that matter to them. Our mission is to motivate society to give ever more effectively, helping to transform lives and communities around the world. B ‑‑