Wealth Advisors

What can CAF America do for Wealth Advisors?

Complement and Differentiate your Practice

  • Provide tax-effective giving solutions
  • Assure peace of mind regarding fiduciary responsibility and risk management
  • Assess grant’s effectiveness, efficiency and impact
  • Offer Standard, Custom and Concierge Services
  • Assume part or all operational and administrative burdens

We understand that effective philanthropy begins with a clear vision and a focused plan for making that vision a reality. CAF America provides unparalleled expertise and personalized solutions bringing philanthropic visions to life. Our experienced and trusted team specializes in creating a seamless transition from aspiration to meaningful action.

With CAF America International Giving can be:

SAFE AND SECURE

CAFA BadgeNo one provides a more robust international and domestic charity vetting protocol than CAF America. We do this to protect your clients’ reputation, ensure the legal standing of their gift, and inspire trust in the philanthropic process. CAF America will certify that selected organizations meet the high standards of our proprietary 100-step industry leading due diligence process.

CAF America’s 100-Step vetting process includes:

  • Organization Identification and Contact
  • Document Collection and Review
  • Ongoing weekly watch list scanning of the nonprofit, key staff and board members
  • Three-part CAF America review

TAX-EFFECTIVE

piggy_bank

As a US 501(c)(3) public charity, gifts to CAF America are tax deductible to the fullest extent of the law. Donors can fulfill their global giving objectives by making their gift to CAF America and then recommending their favorite foreign charitable organization. CAF America then takes on the complex US regulations and all fiduciary responsibility for the grantmaking.

STRATEGIC

chess_piece_queenHow to give? Where to give? What are the issues that need to be addressed?  What is the impact of my gift? CAF America can help clients answer these and other important questions when it comes to giving.

We offer donors the highest level of confidential advisory services thus increasing the impact of their philanthropy. Donors benefit from our industry leading advice on how to give, where to give and how to measure impact.

Our services:

Setting up a Donor Advised Fund (DAF) or Invested Donor Advised Funds (IDAF)

Establishing a Donor Advised Fund (DAF) is a convenient and simple way for you to support and manage global philanthropic initiatives.

A DAF is designed to support ongoing giving which requires fund management services, including activity statements and online account access. Establishing a DAF also makes it easy to pool gifts from multiple donors to support a common cause.

CAF America also offers donors the option to set up an Invested Donor Advised Fund (IDAF). With an Invested Fund, you may recommend investment allocations based on your grantmaking time horizon.

Other clients give to their DAF from their private foundations to simplify their global giving, and benefit from our due diligence and fiduciary oversight. A Fund can be established the same day an establishing contribution is received — compared to the considerable time and expense that can be required to establish a private foundation and obtain tax-exempt status from the IRS.

For more information, download the Donor Advised Funds  or Invested Donor Advised Funds fact sheet.

To get started, contact our office.

Giving a Donor Advised Gift (DAG)

Single gifts allow you to advise a smaller number of grants, on a schedule or as desired. You can recommend that a gift go to a specific foreign charitable organization, cause, country, or region. CAF America can also provide giving guidance in accordance with your interests and goals.

For more information, download the Donor Advised Gifts fact sheet.

To get started, go to our Give Now page or contact our office.

Taking Advantage of the CAF American Donor Fund (CADF)

The smart solution for dual US/UK taxpayers
In partnership with the CAF office located in the United Kingdom, CAF America has a giving solution exclusively for individuals paying tax in both the US and the UK.

The CAF American Donor Fund (CADF) provides dual taxpayers with immediate tax benefits and a simple way to support charities anywhere in the world. Giving is not always easy for those who pay both US and UK taxes. Among other problems: US tax rules sometimes invalidate UK tax breaks for charitable giving. The CAF American Donor Fund offers a solution, allowing dual taxpayers to claim ‘Gift Aid’ in the UK while still benefiting from a tax deduction in the US.

For more information, go to our CAF American Donor Fund (CADF) Information page or download the CAF American Donor Fund (CADF) fact sheet.

To get started, contact our office.

Learn More

 

TED Video Pic

Ted Hart, CAP®, CEO of CAF America, who is a Chartered Advisor in Philanthropy, recently taped an international grantmaking segment at The American College for Financial Services. Click the image above to view the video.

Download our fact sheet on:
CAF American Donor Fund (CADF)
A smart solution for dual US/UK taxpayers
Donor Advised Gifts (DAG)
Donor Advised Funds (DAF)
Invested Donor Advised Funds (IDAF)

 

Contact Us

Address:
King Street Station
1800 Diagonal Road, Suite 150
Alexandria, VA 22314
Office phone: +1 (202) 793-CAFA (2232)
Fax: (703) 549-8934
Email:info@cafamerica.org

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Learn smart solutions to giving both domestically and globally; how to engage in the philanthropic conversation; and how to deepen client relationships and grow your practice.

Wealth Advisory Council

CAF America Wealth Advisory Council
Our advisory council is made up of leaders in the wealth advisor field. CAF America works closely with our advisory council to provide wealth advisors with information needed to service clients most effectively.

J. Max Barger, J.D.
Vice President | Senior Wealth Planner
PNC Wealth Management

Brad Bedingfield
Counsel (Wealth Management)
Choate, Hall & Stewart LLP

Peter M. Cohen
Chairman of Trident Trust Company
(South Dakota) Inc.

Jennifer Murtie
Chief Operating Officer
Pathstone Federal Street

Jane Peebles
Partner and Attorney
Karlin & Peebles, LLP

David E. Ratcliffe, CAP®, CTFA
Managing Director
National Philanthropic Solutions

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