Advisors

Enhance your Practice:
Donor Advised Funds with a Global Reach

CAF America serves as back-office resource for tax and wealth management professionals with clients engaged in philanthropic giving. As a Donor Advised Fund sponsor, CAF America offers giving solutions that can integrate into any planned giving strategy. Our expertise in donor advised cross-border giving enables you to expand your suite of services and address the specific needs of your clients.

SERVICES OFFERED

Donor Advised Funds
CAF American Donor Fund
Validation Services
Expedited
Giving

COMPLIANCE AND GIVING SOLUTIONS

From validating 501(c)(3) status to navigating foreign countries’ regulations, we take every measure to ensure regulatory compliance while managing potential risks and protecting you and your client’s reputations. These services are built into our grantmaking protocols, allowing for carefree, efficient, and secure giving to more than 100 countries across the globe.

Learn more about our due diligence processes here.

COMPLEX ASSET DONATIONS

Giving of non-cash assets can be a powerful tool in any planned giving strategy and can increase the impact of your client’s philanthropy. CAF America is well-equipped to help you transform these assets into meaningful philanthropy. By donating these assets to a donor advised fund, your client can benefit from increased flexibility in their giving.

Learn more about donating complex assets here.

GRANT TO A FOREIGN CHARITY FROM AN EXISTING DAF

Does your client have an existing DAF at a separate sponsoring organization? They can advise grants to any charity around the world using our Donor Advised Gift option, without needing to pay additional fees for due diligence. Check with your sponsoring organization or get in touch with us to see if we already have a relationship with your DAF – you may be eligible for lower fees.

INVESTMENT OFFERINGS

Any Fund at CAF America can be invested to maximize the impact of our donors’ charitable contributions. We allow donors to choose from a number of vetted investment portfolios, and we offer the option to restrict an investment policy to specifically ESG-aligned assets.

WEALTH ADVISOR INTERVIEW SERIES

See what advisors like you are saying about adding international philanthropy to their portfolios.

Back to Who we Serve

Wealth Advisor Council

CAF America works closely with Council members to ensure that we are providing the most pertinent and valuable information to enable advisors to best serve their clients’ philanthropic goals.

EXECUTIVE COMMITTEE

J. Max Barger, J.D, AEP®
Senior Vice President, Wealth Strategist Regional Manager
PNC Wealth Management

Brad Bedingfield
Partner
Hemenway & Barnes LLP

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

Jane Peebles
Partner and Attorney
Karlin & Peebles, LLP

Miki Akimoto
Senior Vice President & Practice Expert
U.S. Trust

Want to join the Council? Register your interest below.

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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.

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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.