As a Diamond Sponsor, CAF America is pleased to welcome you to the 56th Annual Heckerling Institute on Estate Planning conference!
For 30 years, CAF America has assisted donors seeking to support charitable organizations around the world by providing the infrastructure necessary for cross-border giving and maintaining a worldwide network of fully vetted charity partners.
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.
We invite you to stop by Booth A to learn more about our services and how CAF America can help you and your client’s realize their philanthropic vision.
How can we help you?
Flexible Giving: Domestic and International
Help your clients take their philanthropy global. Donor Advised Funds (DAFs) at CAF America are flexible and enable your clients to support both domestic and international causes using a single fund..
Enhance your Practice
CAF America serves as a 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 enables you to expand your suite of services and address the specific needs of your clients.
Regulatory Compliance and Giving Solutions
We assume all risks involved in cross-border grantmaking and take every measure to ensure regulatory compliance while protecting you and your clients’ reputation. These services are built into our grantmaking protocols, allowing for efficient and secure giving across the globe.
Complex Asset Donations
Giving non-cash assets can be a powerful component of any planned giving strategy and can increase the impact of your clients’ philanthropy. Your clients can support any domestic or international charity by donating assets to a CAF America Donor Advised Fund.
CAF America assists donors seeking to leave an enduring charitable legacy by making donor-advised grants to programs funded by their will or estate. Depending on the estate size and the donor’s philanthropic vision, a legacy plan can be simple or complex, short-term or long-term, and a Legacy DAF can provide multi-generational opportunities for a donor’s philanthropic legacy both at home and abroad.
At a Glance: CAF America Services
Donor Advised Funds
Establishing a Donor Advised Fund (DAF) at CAF America is an efficient and cost-effective way to conduct both domestic and international giving through a single fund. It eliminates the considerable time and expense required to establish and maintain a private foundation as well as obtain tax-exempt status from the IRS.
Donor Advised Gifts
Donor Advised Gifts (DAGs) are the perfect solution for US donors who want to give globally without establishing a fund. With DAGs, donors make a single tax-effective gift to CAF America whenever desired and recommend that the funds be further granted to the foreign organization or charitable project of their choosing. CAF America can also recommend an eligible organization that fits a donor’s interests and philanthropic goals.
Investments at CAF America
CAF America DAFs 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
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.
Legacy Giving with CAF America
Often, the legacy planning process involves laying out how donors will bequeath assets to charities after their death. This podcast will share how donors can establish a Legacy Donor Advised Fund (DAF) to secure their charitable legacy—a legacy that is not limited to only USA charitable organizations, but can support a favorite charity virtually anywhere in the world. Legacy planning represents the continuation of donors’ values through the transfer of wealth and assets toward charitable causes. Depending on the size of the estate, these plans can be very simple or very complex, and a Legacy DAF can provide multi-generational support for a donor’s philanthropic legacy. In this video podcast, we will share the step-by-step approach for donors and their financial/legal advisers to use in the creation of a Legacy DAF. We will share details that should be considered in this process and important questions donors should ask before establishing a Legacy DAF.