A Smart Solution for Dual US/UK Taxpayers
CAF and CAF America have joined to provide dual US and UK taxpayers an effective way to drive charitable support worldwide. The CAF American Donor Fund (CADF), offers a solution to claim eligible tax deductions on all charitable giving in both jurisdictions, allowing dual taxpayers to claim Gift Aid* in the UK while still benefiting from a tax deduction in the US.
Who Can Use the Fund?
The CAF American Donor Fund is designed for individuals or companies that pay tax in the US and the UK.
You may be a US taxpayer who has been relocated to the UK and who wants to support charities back in the US. Perhaps you are a UK taxpayer living in the US, and you want to support charities in the UK. Or you may be an individual or a company with tax obligations in both the US and UK with an interest in supporting charitable causes around the world–an elementary school in Africa, disaster relief in South East Asia or a medical project in Russia.
In each of the cases, The CAF American Donor Fund offers the perfect giving solution.
Our Donor Advised Gift service allows you to make donations when you want to, without the need to maintain a minimum balance or build a fund with us.
Our Donor Advised Fund allows you to build a fund to distribute to the charities of your choice, when you want to.
Our Premier Donor Advised Fund allows you to build and invest a fund so it has the potential to grow and achieve even more social impact. You can appoint a successor allowing you to foster a culture of giving in your family.
Flexibility and Security in Giving
You can suggest that your gift be distributed to charities or charitable causes anywhere in the world. We will conduct extensive due diligence to validate the recipient organization and ensure regulatory compliance.
Gifts to the CAF American Donor Fund can be made by cash or check, gifts of quoted securities and shares, through UK payroll giving, and via legacy donations. Gifts can be sent via wire transfer and are accepted in multiple currencies.
Access to Expert Philanthropic Advice
Our philanthropy advisory team is committed to helping you achieve more effective philanthropy with values-based giving. Through the CAF American Donor Fund, you can also take advantage of an array of fee-based advisory services, including grantmaking advice, research, and more.
For Advisors
If your clients are individuals paying tax in the UK and US, we can offer a smart, tax-effective way for them to achieve greater impact with their philanthropy.
Contact us to find out more.
*Gift Aid is a UK tax relief scheme designed to benefit charities and individuals making donations. Charities are able to reclaim the basic rate of income tax on donations that they have received, while higher rate taxpayers can claim back the difference between the rates. You can find out more about the scheme here.
About CADF
The CAF American Donor Fund is the business name of Southampton Row Trust Ltd, a UK-based charitable company registered with the Charity Commission in England and Wales. The fund is wholly owned by CAF America, a US 501(c)(3) public charity dedicated to expanding borderless charitable giving among donors in the US. CAF America Employer Identification Number (EIN): 43-1634280
Southampton Row Trust Limited, a company registered in England and Wales (registered company number 3900842; registered charity number 1079020).
