Wealth & Finance International - March 2017

31 March 2017 Our team of dedicated client managers are experts in everything from the technical aspects of philanthropy, through to the empathy needed to have a deep understanding of an individual’s philanthropic goals. Through our dedicated system of charity validation, we have the flexibility and our clients have the confidence, to achieve greater social impact, in partnership with CAF. Our products and services We are proud to offer expert guidance to help inspire, plan, deliver and maximise the impact of your clients’ philanthropy. We offer a range of flexible, tax-effective giving solutions – including our donor advised fund, the CAF Charitable Trust – to enable our clients to achieve their philanthropic goals, without the time-consuming tasks associated with establishing a foundation. We handle the set-up and ongoing administration - and validate the charities that our clients want to support. We act as a philanthropy specialist, supporting our partners with a range of first class philanthropy services, to enhance your relationship with clients. Please contact our Private Client team to find out how we can help support your clients’ philanthropy: Email: [email protected] Web Address: www.cafonline.org/partnerwithus Address: Charities Aid Foundation, 10 St. Bride Street, London EC4A 4AD Telephone: 03000 123 028 (lines are open Monday to Friday, 9am-5pm, excluding bank holidays.)