Wealth Advisors

What can CAF America do for Wealth Advisors?

Complement and Differentiate your Practice

  • Incorporate best-in-class global grantmaking services
  • Ensure grantmaking legal compliance with domestic, international, and foreign country regulations
  • Provide your client with opportunities for tax-effective international giving in 100+ countries
  • Integrate donor advised funds (DAFs) and other giving solutions into your suite of services
  • Allow your client to give to nearly any organization, CAF America can vet charitable organizations and projects across the world (even those run by businesses!)
  • Turn your client’s stocks, bonds, securities, and other illiquid assets (such as real estate or art) into tangible impact while ensuring maximum tax-benefits
  • Offer a comprehensive suite of philanthropic services, from vision and strategy creation to program development, implementation, evaluation, and measurement

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 to help you bring your client’s philanthropic visions to life.

SAFE AND SECURE

CAFA BadgePhilanthropists want assurances that their donations are made legally, tax effectively and are used for the intended purposes. Any concerns U.S. donors may have when giving to domestic causes only become more complex when giving internationally.

Trust CAF America to maintain full regulatory compliance with all domestic, international, and country-specific regulations. We conduct extensive due diligence to ensure that neither you nor your client face any risks and we take all legal responsibility for grants. At CAF America, every action we take is to protect you and your client’s reputation.

TAX-EFFECTIVE

piggy_bank

As a U.S. 501(c)(3) public charity, gifts to CAF America are tax deductible to the fullest extent of the law. Donors can fulfill their international giving objectives by making their gift to CAF America and then recommending their preferred foreign charitable organization. CAF America navigates the complex U.S. regulations and maintains all fiduciary responsibility for making the grant.

 

STRATEGIC

chess_piece_queenCAF America helps you develop the best philanthropic strategy for your client’s giving. Whether it is transferring complex assets, stocks, or establishing a DAF for long-term giving, our experienced staff and array of services allow your client to achieve the most impact with their giving. If need be our team can support you in helping your clients decide where and how to give while maintaining the highest level of confidential advisory services.

Do your clients have a cause, population, or geographic region they wish to support, but need help identifying charities to grant to? Ask CAF America about our RFP services – we can assist  you in identifying the organizations that best fit your client’s philanthropic objectives.

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

Donor Advised Funds (DAF) have become the most sought-after way for donors to achieve their philanthropic goals. Opening a DAF at CAF America is an efficient and cost-effective way to conduct both domestic and international grantmaking through a single fund. DAFs eliminate the considerable time and expense required to establish and maintain a Private Foundation.

For donors wishing to grow the impact of their contributions over time, CAF America offers the option of establishing an Invested Donor Advised Fund (IDAF). With the IDAF, you may recommend investment allocations based on your appetite for risk and goals for growth. IDAFs at CAF America enable donors to receive immediate tax benefits while providing the opportunity to contribute even more to their preferred organizations in the future.

CAF America partners with Merrill Lynch Investments to offer our donors access to four research-backed Model Portfolios of Exchange Traded Funds (ETFs). Our investment options are ranked “conservative” to “moderately aggressive” and allow donors to choose a strategy that best fits their philanthropic mission and goals

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)

Donor Advised Gifts (DAGs) are the perfect solution for U.S. donors who want to give globally without establishing a Fund at CAF America. DAGs enable U.S. donors, including individuals, foundations, and corporations, to make single donations as desired. With DAGs donors make a single tax-effective gift to CAF America and recommend the foreign charitable organization they wish to support. CAF America can also recommend a charity that fits a donor’s interests and philanthropic 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)

 

Wealth Advisor Series

file A Conversation with Jane Peebles, Partner, Karlin & Peebles, LLP

file A Conversation with Max Barger, Senior Wealth Strategist, PNC Wealth Management

file A Conversation with Krystal Kiley, Vice President & Head of Practice Management, Fidelity Charitable

file A Conversation with Brad Bedingfield, Counsel, Hemenway & Barnes, LLP

file A Conversation with Fred Kaynor, Vice President of Marketing & Business Development, Schwab Charitable

file A Conversation with Suzanne Hammer, President, Hammer & Associates

 

 

 

Join our Wealth Advisor email list

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 Advisor Council

CAF America’s Wealth Advisor Council
Our Council is comprised of leaders in the wealth advisor field, and their expertise extends across a myriad of subjects. 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.

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

Brad Bedingfield
Counsel
Hemenway & Barnes 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

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

Featured Story

The Battle to Stop Human Trafficking

Human trafficking, or modern slavery, is a global tragedy which leaves no country unaffected. The International Labour Organization currently estimates that 40.3 million people are victims of trafficking globally. Trafficking impacts women, men, and children, and it often involves prostitution or other sexual exploitation, forced labor, or other forms of exploitation. According to statistics, women… CONTINUE READING >>

Read more